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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1651
West Paces Advisors
Georgia
$300K +$22K +99 +9%
FDW
1652
Fourth Dimension Wealth
Ohio
$299K +$38.7K +174 +16%
FB
1653
First Bancorp
Maine
$299K -$4.45K -20 -2%
CWA
1654
Consilio Wealth Advisors
Washington
$299K -$1.11K -5 -0.4%
LWM
1655
LJI Wealth Management
Indiana
$299K – – –
CA
1656
COFG Advisors
Illinois
$298K +$274K +1,230 New
LF
1657
LifePlan Financial
Minnesota
$298K -$223 -1 -0.1%
ACG
1658
Allen Capital Group
Nebraska
$298K +$11.1K +50 +4%
BFA
1659
Beacon Financial Advisory
Ohio
$298K -$46.3K -208 -14%
LTAS
1660
Linden Thomas Advisory Services
North Carolina
$297K -$3.78K -17 -1%
TC
1661
TwinBeech Capital
New York
$297K -$21.2M -95,337 -99%
OPA
1662
Old Port Advisors
Maine
$297K +$4.9K +22 +2%
OC
1663
Oakworth Capital
Alabama
$296K – – –
ACI
1664
Alpha Cubed Investments
California
$296K -$23.4K -105 -8%
SLWA
1665
San Luis Wealth Advisors
California
$295K -$14.5K -65 -5%
VW
1666
Vantus Wealth
Pennsylvania
$295K +$271K +1,218 New
VC
1667
Veracity Capital
Georgia
$295K +$6.46K +29 +2%
AC
1668
Apella Capital
Connecticut
$294K +$20.7K +93 +8%
TW
1669
Trajan Wealth
Arizona
$294K +$270K +1,213 New
PA
1670
Probity Advisors
Texas
$293K -$84.6K -380 -24%
SWGC
1671
Summit Wealth Group (Colorado)
Colorado
$293K -$129K -579 -32%
MCCP
1672
Mission Creek Capital Partners
California
$292K +$445 +2 +0.2%
PWA
1673
Primoris Wealth Advisors
Florida
$292K – – –
MNBTD
1674
Moody National Bank Trust Division
Texas
$292K +$268K +1,204 New
FG
1675
Fiduciary Group
Georgia
$292K – – –
65 66
67
68 69