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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1251
Cozad Asset Management
Illinois
$462K +$405K +2,170 New
NRS
1252
Neville Rodie & Shaw
New York
$461K – – –
TA
1253
TruWealth Advisors
Louisiana
$460K +$404K +2,164 New
MWM
1254
Meridian Wealth Management
Kentucky
$460K +$404K +2,163 New
BWP
1255
BSW Wealth Partners
Colorado
$459K +$402K +2,155 New
BFIM
1256
Beese Fulmer Investment Management
Ohio
$454K +$39K +209 +11%
MA
1257
Mutual Advisors
Nebraska
$450K +$175K +938 +80%
WAM
1258
Walker Asset Management
Missouri
$450K +$394K +2,114 New
BCG
1259
Breakwater Capital Group
New Jersey
$449K +$394K +2,112 New
IMC
1260
Investment Management Corporation
Virginia
$448K – – –
APW
1261
Acima Private Wealth
Virginia
$446K +$372K +1,995 +1,995%
HTIM
1262
Harbour Trust & Investment Management
Indiana
$443K +$109K +583 +39%
GS
1263
GTS Securities
Florida
$443K +$60.1K +322 +18%
CCMG
1264
Clark Capital Management Group
Pennsylvania
$442K +$388K +2,078 New
MA
1265
MONECO Advisors
Connecticut
$442K +$130K +699 +51%
PWP
1266
Perfromance Wealth Partners
Illinois
$439K +$385K +2,062 New
PI
1267
Pettee Investors
Connecticut
$437K +$383K +2,055 New
FOA
1268
Five Oceans Advisors
California
$437K +$383K +2,054 New
OWA
1269
Opal Wealth Advisors
New York
$437K -$19K -102 -5%
TCBWMS
1270
Texas Capital Bank Wealth Management Services
Texas
$436K +$51.1K +274 +15%
MSFS
1271
Main Street Financial Solutions
Pennsylvania
$436K +$382K +2,048 New
ATPW
1272
Ashton Thomas Private Wealth
Arizona
$436K -$555K -2,976 -59%
CBT
1273
CoreFirst Bank & Trust
Kansas
$434K +$381K +2,042 New
WA
1274
Waddell & Associates
Tennessee
$433K +$380K +2,037 New
BFC
1275
Bedel Financial Consulting
Indiana
$433K +$380K +2,035 New
49 50
51
52 53