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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
1401
Foster Group
Iowa
$389K +$36.9K +193 +11%
SWM
1402
Sculati Wealth Management
Michigan
$388K +$357K +1,867 New
QFA
1403
Quantum Financial Advisors
California
$388K +$14K +73 +4%
CSB
1404
City State Bank
Iowa
$387K – – –
KA
1405
Kozak & Associates
Colorado
$387K +$383 +2 +0.1%
FOA
1406
Five Oceans Advisors
California
$386K -$5.74K -30 -2%
SWM
1407
Sandro Wealth Management
New Jersey
$385K +$62K +324 +20%
IIL
1408
Income Insurance Ltd
$384K – – –
SFA
1409
Souders Financial Advisors
Ohio
$382K +$1.34K +7 +0.4%
SSC
1410
Syverson Strege & Co
Iowa
$382K -$13.4K -70 -4%
CCM
1411
Cohen Capital Management
California
$381K +$4.78K +25 +1%
SC
1412
Schubert & Co
Texas
$381K -$99.1K -518 -21%
BWP
1413
Barlow Wealth Partners
Kentucky
$379K – – –
FBT
1414
First Bank & Trust
South Dakota
$379K +$4.59K +24 +1%
TFA
1415
Transamerica Financial Advisors
Florida
$377K +$88.6K +463 +33%
PFA
1416
Pure Financial Advisors
California
$377K +$1.91K +10 +0.5%
BB
1417
Berkshire Bank
Massachusetts
$375K -$574 -3 -0.2%
1WM
1418
1900 Wealth Management
Texas
$375K +$357K +1,867 New
S
1419
Sunpointe
Missouri
$374K -$370K -1,932 -51%
IG
1420
ING Group
Netherlands
$374K -$5.07M -26,527 -93%
EP
1421
Essential Partners
California
$374K +$55.1K +288 +18%
AFA
1422
AA Financial Advisors
Ohio
$373K -$69.1K -361 -16%
LGF
1423
LGT Group Foundation
Liechtenstein
$371K -$661K -3,457 -65%
AIM
1424
Anchor Investment Management
South Carolina
$371K +$88.8K +464 +34%
BWA
1425
Basecamp Wealth Advisors
Washington
$370K +$2.87K +15 +0.8%
55 56
57
58 59