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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
1351
KFA Private Wealth Group
Virginia
$383K +$1.25K +6 +0.3%
APW
1352
Acima Private Wealth
Virginia
$382K – – –
RFP
1353
Root Financial Partners
California
$382K -$51K -244 -10%
CPA
1354
Capital Performance Advisors
California
$381K -$105K -502 -19%
DE
1355
Defiance ETFs
New York
$381K +$436K +2,086 New
SL
1356
Sentinus LLC
Illinois
$380K -$351K -1,678 -45%
CSPIA
1357
Cary Street Partners Investment Advisory
Virginia
$380K +$28K +134 +7%
HTIM
1358
Harbour Trust & Investment Management
Indiana
$380K – – –
RRA
1359
Red Reef Advisors
Florida
$380K +$117K +560 +37%
MWM
1360
Meridian Wealth Management
Kentucky
$379K +$10K +48 +2%
EWM
1361
Elevatus Welath Management
New York
$378K +$70.3K +336 +19%
MNBTD
1362
Moody National Bank Trust Division
Texas
$378K +$182K +868 +72%
EWA
1363
Emergent Wealth Advisors
New York
$377K +$231K +1,104 +115%
BFA
1364
Bragg Financial Advisors
North Carolina
$376K -$22K -105 -5%
JTWM
1365
Jackson Thornton Wealth Management
Alabama
$375K -$289K -1,384 -42%
PIA
1366
Pinion Investment Advisors
Kansas
$373K +$84.3K +403 +25%
SPWM
1367
Schrum Private Wealth Management
Florida
$373K – – –
KA
1368
Kozak & Associates
Colorado
$373K +$418 +2 +0.1%
JC
1369
JBGlobal.com
New York
$372K +$426K +2,037 New
AFGAS
1370
Allegiance Financial Group Advisory Services
Virginia
$371K +$62.3K +298 +17%
WF
1371
Warner Financial
Maryland
$370K – – –
VCM
1372
Voleon Capital Management
California
$368K -$6.07M -29,003 -94%
ERWM
1373
Elk River Wealth Management
Colorado
$366K +$1.05K +5 +0.3%
V
1374
VeraBank
Texas
$365K -$13K -62 -3%
1W
1375
1776 Wealth
Georgia
$365K – – –
53 54
55
56 57