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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1501
Bernard Wealth Management
Michigan
$321K – – –
RA
1502
Ruggaard & Associates
Ohio
$321K – – –
CG
1503
CFO4Life Group
Texas
$321K +$765 +4 +0.3%
HWA
1504
Heartwood Wealth Advisors
Virginia
$321K – – –
TPBG
1505
Turning Point Benefit Group
Maryland
$321K +$49.4K +258 +19%
AWC
1506
Abundance Wealth Counselors
Pennsylvania
$320K +$40K +209 +15%
DBRC
1507
D.B. Root & Company
Pennsylvania
$319K +$4.02K +21 +1%
CFGW
1508
Chancellor Financial Group WB
Pennsylvania
$318K +$304K +1,587 New
MIM
1509
Marco Investment Management
Georgia
$318K – – –
NRC
1510
New Republic Capital
North Carolina
$318K +$303K +1,583 New
6SA
1511
6th Street Advisors
Alabama
$318K – – –
FBFS
1512
First Business Financial Services
Wisconsin
$316K +$3.25K +17 +1%
KWM
1513
Keebeck Wealth Management
Illinois
$316K +$21.6K +113 +8%
FGWP
1514
Founders Grove Wealth Partners
Virginia
$315K -$13K -68 -4%
PCM
1515
Prelude Capital Management
New York
$314K +$300K +1,567 New
CA
1516
Cornerstone Advisory
Maryland
$314K +$8.42K +44 +3%
CWA
1517
Crusonia Wealth Advisors
Colorado
$314K +$299K +1,565 New
PA
1518
Procyon Advisors
Connecticut
$313K -$53.6K -280 -15%
BC
1519
Bayforest Capital
United Kingdom
$313K +$262K +1,369 +717%
PCM
1520
Princeton Capital Management
New Jersey
$312K – – –
WCFA
1521
Walkner Condon Financial Advisors
Wisconsin
$312K +$27K +141 +10%
PP
1522
Patten & Patten
Tennessee
$312K – – –
CCA
1523
Childress Capital Advisors
Texas
$311K -$19.1K -100 -6%
BI
1524
Beckerman Institutional
New Jersey
$311K – – –
TNA
1525
True North Advisors
Texas
$310K +$76.1K +398 +35%
59 60
61
62 63