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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1401
Kozak & Associates
Colorado
$470K -$211K -949 -33%
EFG
1402
Ethos Financial Group
Pennsylvania
$469K +$25.6K +115 +6%
FWP
1403
FAS Wealth Partners
Kansas
$468K +$430K +1,933 New
CSB
1404
City State Bank
Iowa
$467K – – –
FFA
1405
Fi3 Financial Advisors
Indiana
$467K +$94.2K +423 +28%
KA
1406
Klingman & Associates
New York
$466K +$81.9K +368 +24%
AMPWP
1407
Alvarez & Marsal Private Wealth Partners
Florida
$465K +$427K +1,920 New
FBT
1408
First Bank & Trust
South Dakota
$464K +$41.2K +185 +11%
IUHSA
1409
Itau Unibanco Holding S.A.
Brazil
$464K -$1.07M -4,800 -72%
IIL
1410
Income Insurance Ltd
$464K +$426K +1,913 New
OWA
1411
Opal Wealth Advisors
New York
$463K -$10.7K -48 -2%
CFO
1412
Cambient Family Office
Michigan
$463K +$425K +1,910 New
IP
1413
Indivisible Partners
Florida
$462K +$425K +1,908 New
CH
1414
Cromwell Holdings
Wyoming
$462K -$1.11K -5 -0.3%
VA
1415
Verdad Advisers
Massachusetts
$461K +$423K +1,902 New
WWM
1416
Whalen Wealth Management
Nevada
$461K +$423K +1,901 New
NRC
1417
New Republic Capital
North Carolina
$460K +$195K +878 +86%
QFA
1418
Quantum Financial Advisors
California
$460K -$18.7K -84 -4%
PG
1419
Prostatis Group
Maryland
$459K +$421K +1,893 New
CIM
1420
CIM Investment Management
Pennsylvania
$459K – – –
NG
1421
Novem Group
New York
$458K -$9.79K -44 -2%
LIM
1422
Leavell Investment Management
Alabama
$457K – – –
SC
1423
Sepio Capital
Utah
$456K -$30.7K -138 -7%
SFG
1424
Synergy Financial Group
California
$455K -$5.79K -26 -1%
RWP
1425
Revolve Wealth Partners
New Jersey
$453K -$16.3K -73 -4%
55 56
57
58 59