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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
FH
1476
FWG Holdings
Florida
$335K +$4.59K +24 +1%
HP
1477
Holistic Planning
Texas
$335K +$14.2K +74 +5%
PFGIA
1478
Patriot Financial Group Insurance Agency
Massachusetts
$335K -$347K -1,816 -52%
AFW
1479
Avantra Family Wealth
Pennsylvania
$335K -$120K -626 -27%
NCM
1480
Next Capital Management
New York
$335K – – –
KMWM
1481
Keudell/Morrison Wealth Management
Oregon
$334K -$18.7K -98 -6%
CAAS
1482
Capital Asset Advisory Services
Michigan
$334K +$383 +2 +0.1%
EDRH
1483
Edmond de Rothschild Holding
Switzerland
$333K +$318K +1,660 New
VCM
1484
Voleon Capital Management
California
$332K -$68.7K -359 -18%
EM
1485
ELCO Management
New York
$332K +$47.8K +250 +18%
CCG
1486
Cypress Capital Group
Florida
$331K – – –
MM
1487
MQS Management
New York
$331K +$20.9K +109 +7%
AIP
1488
Almanack Investment Partners
Pennsylvania
$330K -$383 -2 -0.1%
FMI
1489
F/M Investments
District of Columbia
$330K -$191 -1 -0.1%
SP
1490
Stonebrook Private
Michigan
$328K +$39K +204 +14%
WCA
1491
Westover Capital Advisors
Delaware
$327K – – –
AGA
1492
Accuvest Global Advisors
Utah
$327K +$312K +1,631 New
DWS
1493
Dynamic Wealth Strategies
California
$327K +$56K +293 +22%
AAM
1494
Auxier Asset Management
Oregon
$326K – – –
FCA
1495
Fortis Capital Advisors
Kansas
$326K +$311K +1,624 New
SWGC
1496
Summit Wealth Group (Colorado)
Colorado
$325K +$52.4K +274 +20%
BONST
1497
Bank of Nova Scotia Trust
Ontario, Canada
$324K -$7.08K -37 -2%
WF
1498
WoodTrust Financial
Wisconsin
$323K +$1.53K +8 +0.5%
ACM
1499
AlphaStar Capital Management
North Carolina
$323K -$23.5K -123 -7%
CWA
1500
CM Wealth Advisors
Ohio
$323K – – –
58 59
60
61 62