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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PRI
1451
Prepared Retirement Institute
Pennsylvania
$433K – – –
WCA
1452
Westover Capital Advisors
Delaware
$431K – – –
CCA
1453
Childress Capital Advisors
Texas
$431K -$20.7K -93 -5%
MA
1454
MJP Associates
Connecticut
$431K -$2.67K -12 -0.7%
GRWP
1455
Green Ridge Wealth Planning
New Jersey
$430K +$395K +1,775 New
MCM
1456
Mitchell Capital Management
Kansas
$429K – – –
WPW
1457
Waldron Private Wealth
Pennsylvania
$428K +$3.12K +14 +0.8%
HPBT
1458
Hickory Point Bank & Trust
Illinois
$428K – – –
RDWM
1459
Red Door Wealth Management
Tennessee
$428K -$9.35K -42 -2%
PCM
1460
Prelude Capital Management
New York
$426K -$272K -1,221 -41%
JAG
1461
Journey Advisory Group
Kentucky
$425K – – –
BWA
1462
Basecamp Wealth Advisors
Washington
$423K +$388K +1,745 New
AFGAS
1463
Allegiance Financial Group Advisory Services
Virginia
$421K +$112K +505 +41%
EWM
1464
Elevatus Welath Management
New York
$421K +$166K +744 +75%
AWM
1465
Accurate Wealth Management
Florida
$420K +$36.7K +165 +11%
IA
1466
Integrity Alliance
Iowa
$419K +$153K +689 +66%
CWM
1467
Centurion Wealth Management
Virginia
$418K +$890 +4 +0.2%
FG
1468
Foster Group
Iowa
$417K +$51.6K +232 +16%
PGWM
1469
Parisi Gray Wealth Management
New Jersey
$416K +$49.4K +222 +15%
KAM
1470
Knightsbridge Asset Management
California
$416K +$382K +1,718 New
ISFAN
1471
Investor's Fiduciary Advisor Network
Washington
$414K +$115K +517 +43%
FWP
1472
Flatrock Wealth Partners
California
$411K +$377K +1,695 New
AHB
1473
Abner Herrman & Brock
New Jersey
$410K +$130K +585 +53%
FCFC
1474
First Citizens Financial Corp
Iowa
$408K -$87.5K -393 -19%
AAG
1475
Asset Advisory Group
New Jersey
$406K +$373K +1,676 New
57 58
59
60 61