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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1351
Berkshire Bank
Massachusetts
$422K +$3.06K +14 +0.7%
FOA
1352
Five Oceans Advisors
California
$422K -$15.5K -71 -3%
QFA
1353
Quantum Financial Advisors
California
$421K -$62.8K -287 -13%
BPC
1354
Banque Pictet & Cie
Switzerland
$421K -$2.63K -12 -0.6%
OWA
1355
Opal Wealth Advisors
New York
$416K -$20.8K -95 -5%
AWM
1356
Aviso Wealth Management
Washington
$416K – – –
FBFS
1357
First Business Financial Services
Wisconsin
$416K – – –
RWP
1358
Revolve Wealth Partners
New Jersey
$413K +$37.4K +171 +10%
CBT
1359
CoreFirst Bank & Trust
Kansas
$412K -$22.8K -104 -5%
NG
1360
Novem Group
New York
$411K +$96.1K +439 +29%
FPL
1361
Fortress Private Ledger
North Carolina
$410K +$28.7K +131 +7%
CSB
1362
City State Bank
Iowa
$410K – – –
CH
1363
Cromwell Holdings
Wyoming
$406K -$2.19K -10 -0.5%
CPA
1364
Court Place Advisors
Maryland
$405K – – –
LA
1365
LBP AM
France
$405K +$417K +1,904 New
SFG
1366
Synergy Financial Group
California
$404K – – –
LFG
1367
Lockerman Financial Group
California
$403K +$20.8K +95 +5%
CIM
1368
CIM Investment Management
Pennsylvania
$402K -$426K -1,948 -51%
LIM
1369
Leavell Investment Management
Alabama
$401K +$38.7K +177 +10%
TCBWMS
1370
Texas Capital Bank Wealth Management Services
Texas
$401K -$35.7K -163 -8%
LA
1371
LVW Advisors
New York
$399K +$31.3K +143 +8%
CCA
1372
Childress Capital Advisors
Texas
$398K +$106K +485 +35%
MCM
1373
MontVue Capital Management
Virginia
$398K – – –
BL
1374
Balentine LLC
Georgia
$392K – – –
FNB
1375
Farmers National Bank
Kentucky
$390K – – –
53 54
55
56 57