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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
EL
1651
Essex LLC
Illinois
$228K +$235K +1,073 New
FWP
1652
Fiduciary Wealth Partners
Massachusetts
$228K +$48.4K +221 +26%
AC
1653
Apella Capital
Connecticut
$228K +$31.7K +145 +15%
HCA
1654
Hyperion Capital Advisors
New York
$228K – – –
EB
1655
Eastern Bank
Massachusetts
$227K -$39.4K -180 -14%
AHL
1656
Abel Hall LLC
Louisiana
$227K +$5.47K +25 +2%
ASG
1657
Ariston Services Group
California
$226K – – –
BBI
1658
Baxter Bros Inc
Connecticut
$226K – – –
FDW
1659
Fourth Dimension Wealth
Ohio
$226K +$40.7K +186 +21%
GFG
1660
Greystone Financial Group
Michigan
$225K – – –
SWA
1661
Sax Wealth Advisors
New Jersey
$225K +$232K +1,058 New
WWC
1662
Waypoint Wealth Counsel
Georgia
$225K +$232K +1,058 New
PAS
1663
Parsonex Advisory Services
Colorado
$224K +$231K +1,053 New
AGC
1664
Aspen Grove Capital
Colorado
$223K -$87.6K -400 -28%
LC
1665
Lincoln Capital
Nebraska
$223K – – –
WA
1666
WealthTrust Axiom
Pennsylvania
$223K – – –
TCWM
1667
Total Clarity Wealth Management
Illinois
$223K – – –
MWM
1668
Meadowbrook Wealth Management
New York
$221K +$228K +1,040 New
IA
1669
Integrity Alliance
Iowa
$221K +$5.04K +23 +2%
SIMG
1670
Sonora Investment Management Group
Arizona
$221K – – –
TIM
1671
Tortoise Investment Management
New York
$221K +$1.75K +8 +0.8%
CWR
1672
Chico Wealth RIA
California
$220K -$1.97K -9 -0.9%
AIM
1673
Anchor Investment Management
South Carolina
$219K +$219 +1 +0.1%
FHB
1674
First Hawaiian Bank
Hawaii
$219K – – –
MFA
1675
Millington Financial Advisors
Illinois
$218K +$2.63K +12 +1%
65 66
67
68 69