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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1326
Cary Street Partners Investment Advisory
Virginia
$391K +$105K +561 +44%
FNB
1327
Farmers National Bank
Kentucky
$391K +$121K +646 +54%
CWM
1328
Chemistry Wealth Management
New York
$389K +$51.9K +278 +18%
CWG
1329
Cornerstone Wealth Group
North Carolina
$389K +$100K +536 +41%
MVA
1330
Mount Vernon Associates
Maryland
$388K – – –
AWM
1331
Avior Wealth Management
Nebraska
$385K +$338K +1,809 New
MC
1332
Mathes Company
New York
$383K – – –
LFG
1333
Lockerman Financial Group
California
$383K – – –
FPL
1334
Fortress Private Ledger
North Carolina
$383K +$60.1K +322 +22%
DE
1335
Diversified Enterprises
Delaware
$381K +$97.6K +523 +41%
RIA
1336
Regal Investment Advisors
Michigan
$380K +$333K +1,786 New
HPBT
1337
Hickory Point Bank & Trust
Illinois
$379K +$7.28K +39 +2%
SMA
1338
Seven Mile Advisory
New Jersey
$377K +$31.3K +168 +10%
RWP
1339
Revolve Wealth Partners
New Jersey
$377K +$331K +1,773 New
CAL
1340
Capital Analysts LLC
Pennsylvania
$376K +$1.31K +7 +0.4%
WPW
1341
Waldron Private Wealth
Pennsylvania
$375K +$329K +1,761 New
JAG
1342
Journey Advisory Group
Kentucky
$373K +$327K +1,754 New
AWA
1343
AGH Wealth Advisors
Kansas
$373K +$16.8K +90 +5%
NI
1344
Natural Investments
California
$371K +$326K +1,745 New
PT
1345
Plimoth Trust
Massachusetts
$369K +$7.65K +41 +2%
LA
1346
LVW Advisors
New York
$369K +$77.6K +416 +32%
FBT
1347
First Bank & Trust
South Dakota
$368K +$323K +1,730 New
AFS
1348
Axiom Financial Strategies
Indiana
$367K +$37.9K +203 +13%
RA
1349
Riversedge Advisors
Delaware
$366K +$321K +1,722 New
ML
1350
Mayport LLC
Massachusetts
$366K +$321K +1,721 New
52 53
54
55 56