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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1276
Capital Analysts LLC
Pennsylvania
$488K +$89.9K +470 +24%
WPWM
1277
Western Pacific Wealth Management
Illinois
$487K – – –
WG
1278
Welch Group
Alabama
$484K – – –
DWM
1279
Drive Wealth Management
Utah
$483K +$243K +1,271 +112%
ISWM
1280
Independent Solutions Wealth Management
New York
$481K -$24.9K -130 -5%
HC
1281
Hara Capital
Washington
$479K – – –
SIC
1282
Sage Investment Counsel
Tennessee
$479K -$9.56K -50 -2%
FWI
1283
Facet Wealth Inc
Maryland
$479K +$163K +851 +55%
FIB
1284
First Interstate Bank
Montana
$479K +$12.2K +64 +3%
JFGLC
1285
Johnson Financial Group LLC (Colorado)
Colorado
$476K +$122K +640 +37%
HCM
1286
Hodges Capital Management
Texas
$473K +$451K +2,359 New
AFS
1287
Axiom Financial Strategies
Indiana
$472K +$28.9K +151 +7%
SP
1288
SmartHarvest Portfolios
Washington
$469K -$6.12K -32 -1%
QFW
1289
QTR Family Wealth
Florida
$465K +$443K +2,317 New
PCM
1290
Parsons Capital Management
Rhode Island
$463K – – –
NWM
1291
Northwest Wealth Management
Iowa
$463K +$143K +749 +48%
WIC
1292
Woodmont Investment Counsel
Tennessee
$461K +$64.7K +338 +17%
PCM
1293
Pointe Capital Management
Michigan
$459K – – –
CWP
1294
Curated Wealth Partners
California
$459K -$639K -3,340 -59%
CFO
1295
CVA Family Office
Colorado
$459K -$27.2K -142 -6%
OAM
1296
Ostrum Asset Management
France
$458K -$705K -3,684 -62%
NGA
1297
Naples Global Advisors
Florida
$458K – – –
CWM
1298
Chicago Wealth Management
Illinois
$457K -$153K -801 -26%
BCA
1299
Bay Colony Advisors
Massachusetts
$457K – – –
AF
1300
Aviso Financial
Ontario, Canada
$456K -$7.08K -37 -2%
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