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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
1326
Catalyst Funds Management
Australia
$441K +$421K +2,200 New
AWA
1327
Amplius Wealth Advisors
Pennsylvania
$440K +$420K +2,195 New
FWTB
1328
First Western Trust Bank
Colorado
$440K +$956 +5 +0.2%
AIP
1329
Avail Investment Partners
Pennsylvania
$438K +$205K +1,070 +96%
SAI
1330
Systematic Alpha Investments
New Jersey
$438K – – –
SMC
1331
Smith, Moore & Co
Missouri
$436K -$161K -842 -28%
CAM
1332
Cozad Asset Management
Illinois
$435K – – –
RCA
1333
Ranch Capital Advisors
Florida
$434K -$1.91K -10 -0.5%
FCG
1334
Fielder Capital Group
Tennessee
$434K -$40.7K -213 -9%
SGK
1335
Steigerwald Gordon & Koch
Virginia
$433K – – –
EWS
1336
Evergreen Wealth Solutions
Pennsylvania
$433K +$370K +1,934 New
VFP
1337
Verus Financial Partners
Virginia
$432K -$8.42K -44 -2%
IWA
1338
IBEX Wealth Advisors
New Jersey
$432K -$6.84M -35,751 -94%
KIM
1339
Kestra Investment Management
Texas
$430K -$1.17M -6,112 -74%
TWA
1340
TCI Wealth Advisors
Arizona
$429K -$86.8K -454 -18%
HAS
1341
HBW Advisory Services
California
$428K +$3.63K +19 +0.9%
WAM
1342
Walker Asset Management
Missouri
$428K +$1.15K +6 +0.3%
HWA
1343
HHM Wealth Advisors
Tennessee
$428K – – –
SIA
1344
SGL Investment Advisors
Montana
$428K +$94.3K +493 +34%
RA
1345
Range Advisory
Virginia
$427K +$23.9K +125 +6%
SWM
1346
Silverlake Wealth Management
Vermont
$424K +$765 +4 +0.2%
PGWM
1347
Parisi Gray Wealth Management
New Jersey
$424K -$387K -2,024 -49%
MNBTD
1348
Moody National Bank Trust Division
Texas
$422K +$6.12K +32 +2%
VWA
1349
Visionary Wealth Advisors
Illinois
$422K +$113K +590 +39%
GIA
1350
GHP Investment Advisors
Colorado
$422K – – –
52 53
54
55 56