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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
ERWM
1376
Elk River Wealth Management
Colorado
$402K – – –
FI
1377
Finivi Inc
Massachusetts
$402K +$8.03K +42 +2%
APW
1378
Aventura Private Wealth
Florida
$401K -$101K -528 -21%
AA
1379
Auctus Advisors
North Carolina
$401K -$95.6K -500 -20%
1W
1380
1776 Wealth
Georgia
$401K – – –
BFC
1381
Bedel Financial Consulting
Indiana
$401K +$574 +3 +0.2%
AC
1382
Apella Capital
Connecticut
$401K +$20.1K +105 +6%
MWM
1383
Marion Wealth Management
Pennsylvania
$400K – – –
HBT
1384
Hills Bank & Trust
Iowa
$399K – – –
CH
1385
Cromwell Holdings
Wyoming
$398K +$19.7K +103 +5%
5NPW
1386
55 North Private Wealth
Florida
$398K +$95.8K +501 +34%
BHC
1387
Bowen Hanes & Co
Florida
$397K – – –
FMLI
1388
Fukoku Mutual Life Insurance
Japan
$396K – – –
RLH
1389
RD Lewis Holdings
Florida
$396K +$80.7K +422 +31%
BCG
1390
Breakwater Capital Group
New Jersey
$396K -$95.8K -501 -20%
PWP
1391
Ponta Wealth Partners
Florida
$396K +$147K +769 +64%
V
1392
VeraBank
Texas
$395K -$5.74K -30 -1%
FBB
1393
Fulton Breakefield Broenniman
Maryland
$395K – – –
PPG
1394
Peak Planning Group
Colorado
$395K +$1.91K +10 +0.5%
ML
1395
McAdam LLC
Pennsylvania
$394K +$18.7K +98 +5%
SC
1396
Sepio Capital
Utah
$394K +$12.2K +64 +3%
KPWG
1397
KFA Private Wealth Group
Virginia
$391K -$29.1K -152 -7%
MAWA
1398
Moss Adams Wealth Advisors
Washington
$391K -$6.12K -32 -2%
AHL
1399
Abel Hall LLC
Louisiana
$390K -$278K -1,453 -43%
GSWM
1400
Golden State Wealth Management
California
$389K +$29.5K +154 +9%
54 55
56
57 58