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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1476
Resurgent Financial Advisors
Georgia
$299K -$2.09K -10 -0.6%
FGWP
1477
Founders Grove Wealth Partners
Virginia
$299K +$145K +693 +73%
CAU
1478
Caxton Associates (UK)
$298K +$342K +1,635 New
WCA
1479
Westover Capital Advisors
Delaware
$297K -$31.4K -150 -8%
SEM
1480
Strategic Equity Management
Arizona
$296K – – –
AAM
1481
Auxier Asset Management
Oregon
$296K +$7.32K +35 +2%
EFA
1482
Evernest Financial Advisors
Indiana
$294K +$3.77K +18 +1%
A
1483
Allianz
Germany
$294K – – –
CWA
1484
CM Wealth Advisors
Ohio
$294K -$146K -698 -30%
FAFN
1485
First Affirmative Financial Network
Colorado
$293K +$336K +1,606 New
SWASL
1486
Spartan Wealth Advisory Services LLC
Michigan
$292K +$335K +1,603 New
WF
1487
WoodTrust Financial
Wisconsin
$292K – – –
BWM
1488
Bernard Wealth Management
Michigan
$292K – – –
RA
1489
Ruggaard & Associates
Ohio
$292K – – –
SF
1490
Symphony Financial
Texas
$292K +$11.7K +56 +4%
HWA
1491
Heartwood Wealth Advisors
Virginia
$292K +$40.4K +193 +14%
SWM
1492
Sandro Wealth Management
New Jersey
$291K +$63.2K +302 +23%
HP
1493
Holistic Planning
Texas
$291K +$628 +3 +0.2%
CG
1494
CFO4Life Group
Texas
$291K -$10.9K -52 -3%
GAA
1495
Global Assets Advisory
Florida
$291K -$503K -2,406 -60%
PCP
1496
Proficio Capital Partners
Massachusetts
$290K +$1.25K +6 +0.4%
MIM
1497
Marco Investment Management
Georgia
$289K – – –
FFG
1498
First Financial Group
North Carolina
$289K -$7.11K -34 -2%
6SA
1499
6th Street Advisors
Alabama
$289K +$331K +1,583 New
HWA
1500
Heritage Wealth Advisors
Virginia
$288K +$8.16K +39 +3%
58 59
60
61 62