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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1601
Tranquilli Financial Advisor
New Jersey
$265K +$252K +1,319 New
PBF
1602
Petix & Botte Financial
California
$264K +$126K +659 +100%
KJWM
1603
Kiley Juergens Wealth Management
Washington
$263K +$6.89K +36 +3%
PWM
1604
Pines Wealth Management
North Carolina
$262K -$21.4K -112 -8%
FFM
1605
Fullerton Fund Management
Singapore
$261K -$99.5K -520 -29%
BFA
1606
Beacon Financial Advisory
Ohio
$261K +$6.7K +35 +3%
RWA
1607
Rooted Wealth Advisors
Illinois
$261K +$20.1K +105 +9%
NB
1608
Northwest Bancshares
Pennsylvania
$259K -$9.37K -49 -4%
FG
1609
Fiduciary Group
Georgia
$259K -$4.02K -21 -2%
NWA
1610
New World Advisors
Massachusetts
$259K +$247K +1,289 New
NCTC
1611
New Covenant Trust Company
Indiana
$258K +$246K +1,288 New
SB
1612
Simmons Bank
Arkansas
$258K +$246K +1,286 New
OCWP
1613
Owl Creek Wealth Partners
Colorado
$258K +$7.65K +40 +3%
RFA
1614
Resurgent Financial Advisors
Georgia
$258K -$68.3K -357 -22%
RCM
1615
RB Capital Management
Nevada
$256K +$244K +1,278 New
CA
1616
CoreCap Advisors
Michigan
$256K +$93.2K +487 +62%
CFD
1617
Creative Financial Designs
Indiana
$256K +$42.1K +220 +21%
HI
1618
Human Investing
Oregon
$256K +$8.23K +43 +3%
CPW
1619
Cove Private Wealth
New York
$256K – – –
BFG
1620
Berger Financial Group
Minnesota
$255K -$2.87K -15 -1%
PWP
1621
Principle Wealth Partners
Connecticut
$255K -$17.6K -92 -7%
PA
1622
Planning Alternatives
Michigan
$254K +$242K +1,265 New
TGAM
1623
TBH Global Asset Management
Tennessee
$254K +$242K +1,264 New
QPW
1624
Quantum Private Wealth
Florida
$253K – – –
AHB
1625
Abner Herrman & Brock
New Jersey
$252K -$83.8K -438 -26%
63 64
65
66 67