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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1351
FORA Capital
Florida
$421K +$402K +2,099 New
LIM
1352
Leavell Investment Management
Alabama
$421K +$40.2K +210 +11%
APW
1353
Acima Private Wealth
Virginia
$420K – – –
LI
1354
Lafayette Investments
Maryland
$420K -$47.8K -250 -11%
AWM
1355
Angeles Wealth Management
California
$420K -$112K -584 -22%
MCM
1356
Monument Capital Management
Virginia
$419K +$97.4K +509 +32%
HTIM
1357
Harbour Trust & Investment Management
Indiana
$418K – – –
CT
1358
Caldwell Trust
Florida
$418K -$648K -3,387 -62%
RRA
1359
Red Reef Advisors
Florida
$417K – – –
SFO
1360
Stokes Family Office
Louisiana
$415K -$9.18K -48 -2%
A
1361
Allianz
Germany
$415K +$88K +460 +29%
KA
1362
Klingman & Associates
New York
$415K +$22K +115 +6%
BFA
1363
Bragg Financial Advisors
North Carolina
$414K – – –
PI
1364
Pettee Investors
Connecticut
$412K – – –
HFBOT
1365
Home Federal Bank of Tennessee
Tennessee
$411K +$392K +2,050 New
CWM
1366
Centurion Wealth Management
Virginia
$411K +$59.7K +312 +18%
JC
1367
JBGlobal.com
New York
$409K +$383 +2 +0.1%
WF
1368
Warner Financial
Maryland
$407K +$383 +2 +0.1%
MA
1369
Mutual Advisors
Nebraska
$407K -$86.1K -450 -18%
ZBNA
1370
Zions Bancorporation, National Association
Utah
$407K +$27.5K +144 +8%
WAP
1371
Wealthcare Advisory Partners
Pennsylvania
$406K -$15.3K -80 -4%
LWA
1372
LifeGoal Wealth Advisors
New York
$405K +$386K +2,017 New
DMBA
1373
Deseret Mutual Benefit Administrators
Utah
$404K -$40.7K -213 -10%
RWP
1374
Revolve Wealth Partners
New Jersey
$404K +$11.5K +60 +3%
AWM
1375
Accurate Wealth Management
Florida
$404K +$59.1K +309 +18%
53 54
55
56 57