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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
LTAS
1651
Linden Thomas Advisory Services
North Carolina
$243K +$2.68K +14 +1%
TWD
1652
True Wealth Design
Ohio
$242K +$71.4K +373 +45%
PWA
1653
Primoris Wealth Advisors
Florida
$242K – – –
BFAG
1654
Blackston Financial Advisory Group
Florida
$241K +$230K +1,202 New
CH
1655
Canton Hathaway
Rhode Island
$241K – – –
UAM
1656
Unifi Asset Management
New York
$241K – – –
MIC
1657
Means Investment Company
Maine
$241K -$46.7K -244 -17%
GWM
1658
GDS Wealth Management
Texas
$240K +$229K +1,197 New
NEWAS
1659
N.E.W. Advisory Services
Wisconsin
$240K -$1.53K -8 -0.7%
PJWM
1660
Philip James Wealth Mangement
Georgia
$240K -$30.8K -161 -12%
AW
1661
Atlas Wealth
Ohio
$239K – – –
SP
1662
Symmetry Partners
Connecticut
$239K +$4.78K +25 +2%
MCM
1663
Marathon Capital Management
Maryland
$239K -$21K -110 -8%
FWIA
1664
Fort Washington Investment Advisors
Ohio
$239K -$19.1K -100 -8%
NG
1665
Novem Group
New York
$238K -$148K -776 -40%
HFS
1666
Horizon Financial Services
North Carolina
$238K – – –
BCM
1667
Becker Capital Management
Oregon
$238K +$1.15K +6 +0.5%
FWA
1668
Flagship Wealth Advisors
Massachusetts
$237K +$43K +225 +23%
CA
1669
COFG Advisors
Illinois
$237K -$13.6K -71 -6%
ACM
1670
Aljian Capital Management
Nevada
$236K – – –
MFGM
1671
Marshall Financial Group (Maryland)
Maryland
$236K -$39.4K -206 -15%
DWP
1672
Destiny Wealth Partners
Florida
$235K +$98.1K +513 +84%
MSFS
1673
Main Street Financial Solutions
Pennsylvania
$235K -$4.59K -24 -2%
BOPW
1674
Brandywine Oak Private Wealth
Pennsylvania
$235K – – –
FWA
1675
FSM Wealth Advisors
Ohio
$235K +$224K +1,170 New
65 66
67
68 69