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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
1526
First Bancorp
Maine
$267K +$234K +1,255 New
EB
1527
Eastern Bank
Massachusetts
$266K +$179K +957 +329%
HA
1528
Helium Advisors
Washington
$265K +$13.8K +74 +6%
CFG
1529
Carter Financial Group
Illinois
$264K +$232K +1,241 New
SB
1530
Strategic Blueprint
Georgia
$263K +$231K +1,238 New
LWM
1531
LJI Wealth Management
Indiana
$262K – – –
CWG
1532
Crown Wealth Group
North Carolina
$261K +$229K +1,228 New
JTWM
1533
Jackson Thornton Wealth Management
Alabama
$261K +$224K +1,198 New
OC
1534
Oakworth Capital
Alabama
$260K +$212K +1,136 +1,321%
CWM
1535
Chesapeake Wealth Management
Virginia
$260K +$4.67K +25 +2%
OPA
1536
Old Port Advisors
Maine
$259K +$3.73K +20 +2%
RG
1537
Rathbones Group
United Kingdom
$259K +$227K +1,217 New
CWA
1538
Consilio Wealth Advisors
Washington
$258K +$228K +1,222 New
FFB
1539
First Financial Bankshares
Texas
$257K +$226K +1,209 New
PWA
1540
Primoris Wealth Advisors
Florida
$256K +$225K +1,204 New
FG
1541
Fiduciary Group
Georgia
$256K +$224K +1,203 New
MCCP
1542
Mission Creek Capital Partners
California
$256K +$224K +1,202 New
CWM
1543
Centurion Wealth Management
Virginia
$256K -$24.1K -129 -10%
PIA
1544
Perennial Investment Advisors
California
$255K +$224K +1,200 New
FCMC
1545
Founders Capital Management (Connecticut)
Connecticut
$255K – – –
KRW
1546
Kaufman Rossin Wealth
Florida
$255K +$223K +1,197 New
AFG
1547
Allegheny Financial Group
Pennsylvania
$254K +$223K +1,194 New
LWP
1548
LMG Wealth Partners
Louisiana
$254K +$223K +1,194 New
CPA
1549
Capital Performance Advisors
California
$254K +$223K +1,194 New
GAA
1550
Global Assets Advisory
Florida
$253K +$220K +1,178 New
60 61
62
63 64