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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PJWM
1601
Philip James Wealth Mangement
Georgia
$247K -$57.5K -275 -17%
SWM
1602
SHP Wealth Management
Massachusetts
$247K +$23.6K +113 +9%
AWG
1603
Altus Wealth Group
Colorado
$247K – – –
RCM
1604
Requisite Capital Management
Texas
$247K +$21.3K +102 +8%
DAM
1605
Doheny Asset Management
California
$246K – – –
TPBG
1606
Turning Point Benefit Group
Maryland
$246K -$3.77K -18 -1%
RWA
1607
Rooted Wealth Advisors
Illinois
$246K +$250K +1,195 New
SWGC
1608
Summit Wealth Group (Colorado)
Colorado
$246K +$28.9K +138 +11%
ESB
1609
Essex Savings Bank
Connecticut
$245K -$38.5K -184 -12%
NB
1610
Northwest Bancshares
Pennsylvania
$245K – – –
GWCM
1611
Godshalk Welsh Capital Management
Pennsylvania
$244K +$95.2K +455 +51%
LC
1612
Landaas & Company
Wisconsin
$244K – – –
DWS
1613
Dynamic Wealth Strategies
California
$244K -$64.6K -309 -19%
FWP
1614
Family Wealth Partners
North Carolina
$243K +$279K +1,334 New
NG
1615
Northstar Group
New York
$243K – – –
KNW
1616
Kesler Norman & Wride
Utah
$242K +$277K +1,326 New
MPWS
1617
McCarter Private Wealth Services
Massachusetts
$241K +$89.7K +429 +48%
CWA
1618
Consilio Wealth Advisors
Washington
$241K +$17.8K +85 +7%
PBF
1619
Petix & Botte Financial
California
$240K +$138K +659 New
CCFM
1620
Clear Creek Financial Management
Washington
$240K -$38.5K -184 -12%
EFG
1621
Elevated Financial Group
Indiana
$240K -$44.8K -214 -14%
AW
1622
Alteri Wealth
California
$239K +$95.4K +456 +53%
FG
1623
Fiduciary Group
Georgia
$239K +$22.6K +108 +9%
WFI
1624
West Family Investments
California
$239K -$330K -1,577 -55%
FTC
1625
Farmers Trust Company
Ohio
$239K – – –
63 64
65
66 67