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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1676
COFG Advisors
Illinois
$237K -$13.6K -71 -6%
ACM
1677
Aljian Capital Management
Nevada
$236K – – –
MFGM
1678
Marshall Financial Group (Maryland)
Maryland
$236K -$39.4K -206 -15%
DWP
1679
Destiny Wealth Partners
Florida
$235K +$98.1K +513 +84%
MSFS
1680
Main Street Financial Solutions
Pennsylvania
$235K -$4.59K -24 -2%
BOPW
1681
Brandywine Oak Private Wealth
Pennsylvania
$235K – – –
FWA
1682
FSM Wealth Advisors
Ohio
$235K +$224K +1,170 New
VC
1683
Veracity Capital
Georgia
$235K +$6.12K +32 +3%
MWA
1684
Medallion Wealth Advisors
Connecticut
$234K -$69.1K -361 -24%
EWA
1685
Emergent Wealth Advisors
New York
$234K -$46.5K -243 -12%
VW
1686
Vance Wealth
California
$234K +$223K +1,164 New
CIA
1687
Cape Investment Advisory
Georgia
$234K +$223K +1,164 New
DF
1688
Dunhill Financial
United Kingdom
$232K -$380K -1,987 -63%
CWM
1689
Centric Wealth Management
Illinois
$232K – – –
SWASL
1690
Spartan Wealth Advisory Services LLC
Michigan
$231K -$86.3K -451 -28%
ISFAN
1691
Investor's Fiduciary Advisor Network
Washington
$231K +$221K +1,156 New
MPWS
1692
McCarter Private Wealth Services
Massachusetts
$231K -$33.1K -173 -13%
RB
1693
Rodgers Brothers
Pennsylvania
$231K – – –
FF
1694
Foundry Financial
California
$231K +$220K +1,150 New
MFG
1695
Magnus Financial Group
New York
$230K -$27K -141 -11%
CWMK
1696
Caliber Wealth Management (Kansas)
Kansas
$230K +$383 +2 +0.2%
EB
1697
Eastern Bank
Massachusetts
$230K -$8.42K -44 -4%
RPWA
1698
Regent Peak Wealth Advisors
Georgia
$230K +$765 +4 +0.4%
EAN
1699
Excelsior Advisor Network
Colorado
$228K +$217K +1,135 New
NF
1700
Nikulski Financial
Iowa
$227K -$77.7K -406 -26%
66 67
68
69 70