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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1476
Allstate Corporation
Illinois
$297K -$3.11M -16,673 -92%
TLFA
1477
True Link Financial Advisors
California
$297K +$261K +1,397 New
GBT
1478
Grove Bank & Trust
Florida
$297K +$78.9K +423 +43%
RDWM
1479
Red Door Wealth Management
Tennessee
$296K +$259K +1,389 New
NCTC
1480
New Covenant Trust Company
Indiana
$295K +$261K +1,399 New
CCA
1481
Childress Capital Advisors
Texas
$295K +$259K +1,387 New
OFO
1482
OneAscent Family Office
Alabama
$295K -$1.49K -8 -0.6%
BMC
1483
Benin Management Corp
Connecticut
$295K – – –
NF
1484
Nikulski Financial
Iowa
$292K +$11.4K +61 +5%
LF
1485
LifePlan Financial
Minnesota
$292K +$37.3K +200 +17%
RLH
1486
RD Lewis Holdings
Florida
$292K +$2.99K +16 +1%
AWG
1487
Altus Wealth Group
Colorado
$291K +$256K +1,370 New
DWS
1488
Dynamic Wealth Strategies
California
$289K -$34.1K -183 -12%
SFI
1489
SPC Financial Inc
Maryland
$288K +$253K +1,355 New
DAM
1490
Doheny Asset Management
California
$287K +$252K +1,349 New
KPWG
1491
KFA Private Wealth Group
Virginia
$287K +$252K +1,348 New
FGWP
1492
Founders Grove Wealth Partners
Virginia
$287K +$23K +123 +10%
BW
1493
Blalock Williams
Alabama
$285K +$250K +1,340 New
AAS
1494
Asset Allocation Strategies
Michigan
$285K +$10.1K +54 +4%
PFA
1495
Pure Financial Advisors
California
$284K +$249K +1,336 New
LC
1496
Landaas & Company
Wisconsin
$284K +$249K +1,337 New
UAS
1497
United Asset Strategies
New York
$284K +$14.6K +78 +6%
CA
1498
Cullinan Associates
Kentucky
$281K +$246K +1,319 New
SFC
1499
Strategic Financial Concepts
Texas
$280K +$246K +1,317 New
LPT
1500
Legacy Private Trust
Wisconsin
$280K +$245K +1,314 New
58 59
60
61 62