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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1476
Cypress Capital Group
Florida
$406K – – –
PFA
1477
Pure Financial Advisors
California
$406K +$67.7K +304 +22%
RIA
1478
Regal Investment Advisors
Michigan
$406K -$31.4K -141 -8%
HP
1479
Hilltop Partners
Indiana
$405K – – –
CCM
1480
CFO Capital Management
Connecticut
$402K +$369K +1,659 New
RFA
1481
Resurgent Financial Advisors
Georgia
$400K – – –
CG
1482
CFO4Life Group
Texas
$399K +$367K +1,647 New
FMP
1483
Financial Management Professionals
Texas
$399K +$50.1K +225 +16%
FMI
1484
F/M Investments
District of Columbia
$399K -$3.12K -14 -0.8%
PIFP
1485
Partners in Financial Planning
Virginia
$399K +$22.3K +100 +6%
DWS
1486
Dynamic Wealth Strategies
California
$398K +$67.9K +305 +23%
CWP
1487
Cyndeo Wealth Partners
Florida
$398K +$2.23K +10 +0.6%
PIA
1488
Pinion Investment Advisors
Kansas
$398K +$2.67K +12 +0.7%
PT
1489
Plimoth Trust
Massachusetts
$397K -$15.6K -70 -4%
AIP
1490
Almanack Investment Partners
Pennsylvania
$397K +$2.45K +11 +0.7%
SIM
1491
Sentry Investment Management
Wisconsin
$397K – – –
PJWM
1492
Philip James Wealth Mangement
Georgia
$395K -$5.34K -24 -1%
SEM
1493
Strategic Equity Management
Arizona
$394K -$94.4K -424 -21%
DBRC
1494
D.B. Root & Company
Pennsylvania
$394K +$11.4K +51 +3%
AWA
1495
AGH Wealth Advisors
Kansas
$393K -$36.3K -163 -9%
FFG
1496
First Financial Group
North Carolina
$392K +$445 +2 +0.1%
LFM
1497
LGT Fund Management
Liechtenstein
$390K – – –
A
1498
Allianz
Germany
$390K – – –
DWM
1499
Diversify Wealth Management
Utah
$390K +$94.2K +423 +34%
WSA
1500
Wealth Science Advisors
Georgia
$389K +$357K +1,603 New
58 59
60
61 62