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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1601
Consilio Wealth Advisors
Washington
$269K +$4.02K +21 +2%
FFG
1602
Fortem Financial Group
California
$269K -$1.97M -10,275 -88%
VW
1603
Vantus Wealth
Pennsylvania
$268K +$256K +1,338 New
LC
1604
Landaas & Company
Wisconsin
$268K – – –
NG
1605
Northstar Group
New York
$267K – – –
CCFCSB
1606
Cape Cod Five Cents Savings Bank
Massachusetts
$267K +$254K +1,330 New
ESB
1607
Essex Savings Bank
Connecticut
$266K -$3.44K -18 -1%
TFA
1608
Tranquilli Financial Advisor
New Jersey
$265K +$252K +1,319 New
PBF
1609
Petix & Botte Financial
California
$264K +$126K +659 +100%
KJWM
1610
Kiley Juergens Wealth Management
Washington
$263K +$6.89K +36 +3%
PWM
1611
Pines Wealth Management
North Carolina
$262K -$21.4K -112 -8%
FFM
1612
Fullerton Fund Management
Singapore
$261K -$99.5K -520 -29%
BFA
1613
Beacon Financial Advisory
Ohio
$261K +$6.7K +35 +3%
RWA
1614
Rooted Wealth Advisors
Illinois
$261K +$20.1K +105 +9%
NB
1615
Northwest Bancshares
Pennsylvania
$259K -$9.37K -49 -4%
FG
1616
Fiduciary Group
Georgia
$259K -$4.02K -21 -2%
NWA
1617
New World Advisors
Massachusetts
$259K +$247K +1,289 New
NCTC
1618
New Covenant Trust Company
Indiana
$258K +$246K +1,288 New
SB
1619
Simmons Bank
Arkansas
$258K +$246K +1,286 New
OCWP
1620
Owl Creek Wealth Partners
Colorado
$258K +$7.65K +40 +3%
RFA
1621
Resurgent Financial Advisors
Georgia
$258K -$68.3K -357 -22%
RCM
1622
RB Capital Management
Nevada
$256K +$244K +1,278 New
CA
1623
CoreCap Advisors
Michigan
$256K +$93.2K +487 +62%
CFD
1624
Creative Financial Designs
Indiana
$256K +$42.1K +220 +21%
HI
1625
Human Investing
Oregon
$256K +$8.23K +43 +3%
63 64
65
66 67