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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1401
Kozak & Associates
Colorado
$387K +$383 +2 +0.1%
FOA
1402
Five Oceans Advisors
California
$386K -$5.74K -30 -2%
SWM
1403
Sandro Wealth Management
New Jersey
$385K +$62K +324 +20%
IIL
1404
Income Insurance Ltd
$384K – – –
SFA
1405
Souders Financial Advisors
Ohio
$382K +$1.34K +7 +0.4%
SSC
1406
Syverson Strege & Co
Iowa
$382K -$13.4K -70 -4%
CCM
1407
Cohen Capital Management
California
$381K +$4.78K +25 +1%
SC
1408
Schubert & Co
Texas
$381K -$99.1K -518 -21%
BWP
1409
Barlow Wealth Partners
Kentucky
$379K – – –
FBT
1410
First Bank & Trust
South Dakota
$379K +$4.59K +24 +1%
TFA
1411
Transamerica Financial Advisors
Florida
$377K +$88.6K +463 +33%
PFA
1412
Pure Financial Advisors
California
$377K +$1.91K +10 +0.5%
BB
1413
Berkshire Bank
Massachusetts
$375K -$574 -3 -0.2%
1WM
1414
1900 Wealth Management
Texas
$375K +$357K +1,867 New
S
1415
Sunpointe
Missouri
$374K -$370K -1,932 -51%
IG
1416
ING Group
Netherlands
$374K -$5.07M -26,527 -93%
EP
1417
Essential Partners
California
$374K +$55.1K +288 +18%
AFA
1418
AA Financial Advisors
Ohio
$373K -$69.1K -361 -16%
LGF
1419
LGT Group Foundation
Liechtenstein
$371K -$661K -3,457 -65%
BWA
1420
Basecamp Wealth Advisors
Washington
$370K +$2.87K +15 +0.8%
FWP
1421
Flatrock Wealth Partners
California
$370K +$54.7K +286 +18%
NI
1422
Natural Investments
California
$370K -$2.49K -13 -0.7%
AIA
1423
AssuredPartners Investment Advisors
Florida
$369K -$66.6K -348 -16%
FNB
1424
Farmers National Bank
Kentucky
$368K – – –
AWM
1425
Ariadne Wealth Management
California
$368K +$68.3K +357 +24%
55 56
57
58 59