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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1301
Mayflower Financial Advisors
Massachusetts
$416K +$365K +1,957 New
AWM
1302
Aviso Wealth Management
Washington
$416K +$365K +1,956 New
FBFS
1303
First Business Financial Services
Wisconsin
$416K +$365K +1,956 New
AIP
1304
Almanack Investment Partners
Pennsylvania
$416K +$365K +1,955 New
AA
1305
Advisory Alpha
Michigan
$414K +$56K +300 +18%
TPI
1306
Trust Point Inc
Wisconsin
$414K +$363K +1,945 New
IPW
1307
Inlet Private Wealth
Florida
$413K +$362K +1,942 New
PRI
1308
Prepared Retirement Institute
Pennsylvania
$410K +$360K +1,929 New
CSB
1309
City State Bank
Iowa
$410K +$360K +1,928 New
CH
1310
Cromwell Holdings
Wyoming
$409K +$154K +826 +75%
MAWA
1311
Moss Adams Wealth Advisors
Washington
$409K +$146K +783 +69%
EWM
1312
Evercore Wealth Management
New York
$407K -$1.05M -5,652 -75%
HBT
1313
Hills Bank & Trust
Iowa
$406K +$356K +1,908 New
CPA
1314
Court Place Advisors
Maryland
$406K +$356K +1,907 New
JWCA
1315
J.W. Coons Advisors
Ohio
$405K +$355K +1,905 New
SFG
1316
Synergy Financial Group
California
$405K +$6.53K +35 +2%
PJWM
1317
Philip James Wealth Mangement
Georgia
$404K +$354K +1,899 New
FH
1318
FWG Holdings
Florida
$403K +$2.43K +13 +0.7%
SFA
1319
Spectrum Financial Alliance
Kentucky
$400K -$1.49K -8 -0.4%
EWA
1320
Exencial Wealth Advisors
Oklahoma
$400K +$47K +252 +15%
MCM
1321
MontVue Capital Management
Virginia
$398K +$133K +713 +62%
BBW
1322
Blue Barn Wealth
Utah
$393K -$6.16K -33 -2%
BL
1323
Balentine LLC
Georgia
$392K +$48.3K +259 +16%
WAP
1324
Wealthcare Advisory Partners
Pennsylvania
$392K +$94.2K +505 +38%
APC
1325
Aspire Private Capital
North Carolina
$391K +$343K +1,837 New
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