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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1651
Strategic Financial Services
New York
$211K +$185K +993 New
MWP
1652
Meriwether Wealth & Planning
Louisiana
$211K +$185K +990 New
DWM
1653
Diversify Wealth Management
Utah
$210K +$181K +969 New
AWA
1654
Aletheian Wealth Advisors
Washington
$209K +$183K +982 New
KC
1655
Kinloch Capital
Virginia
$209K +$183K +981 New
JIP
1656
Jaffetilchin Investment Partners
Florida
$207K +$181K +972 New
CWMK
1657
Caliber Wealth Management (Kansas)
Kansas
$207K +$181K +971 New
CPL
1658
Corecam Pte Ltd
$207K +$181K +971 New
CPCM
1659
Cardinal Point Capital Management
Ontario, Canada
$206K +$181K +970 New
STA
1660
Smith Thornton Advisors
Alabama
$206K +$181K +969 New
HBT
1661
Heartland Bank & Trust
Illinois
$206K +$181K +968 New
VCP
1662
Vista Capital Partners
Oregon
$205K +$180K +966 New
IA
1663
Insight Advisors
Pennsylvania
$205K +$180K +965 New
FA
1664
Fiducient Advisors
Illinois
$205K -$146K -781 -45%
CG
1665
Curat Global
New Hampshire
$204K -$246K -1,319 -58%
FWA
1666
Flagship Wealth Advisors
Massachusetts
$204K +$37.5K +201 +27%
KMWM
1667
Keudell/Morrison Wealth Management
Oregon
$204K +$179K +958 New
BCA
1668
Bay Capital Advisors
Virginia
$204K +$179K +957 New
CM
1669
Capital Management
Virginia
$204K +$179K +957 New
NDSI
1670
Newman Dignan & Sheerar Inc
Rhode Island
$204K +$179K +957 New
BTWM
1671
Brass Tax Wealth Management
Ohio
$204K +$179K +957 New
FNBSF
1672
First National Bank Sioux Falls
South Dakota
$203K +$178K +955 New
NRC
1673
New Republic Capital
North Carolina
$203K +$178K +953 New
LRPA
1674
L. Roy Papp & Associates
Arizona
$203K +$178K +952 New
SIC
1675
Schwartz Investment Counsel
Michigan
$202K +$177K +950 New
65 66
67
68 69