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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
1676
TBH Global Asset Management
Tennessee
$291K +$268K +1,202 New
CH
1677
Canton Hathaway
Rhode Island
$291K – – –
FCMC
1678
Founders Capital Management (Connecticut)
Connecticut
$291K – – –
FA
1679
Fiducient Advisors
Illinois
$290K +$10.7K +48 +4%
TWP
1680
Triad Wealth Partners
Kansas
$290K +$266K +1,195 New
AW
1681
Atlas Wealth
Ohio
$289K -$46.7K -210 -15%
FCM
1682
FJ Capital Management
Virginia
$289K +$265K +1,192 New
SSG
1683
Summit Securities Group
New York
$289K -$117K -524 -31%
WPC
1684
Waters Parkerson & Co
Louisiana
$289K – – –
MAG
1685
Mayfair Advisory Group
Alabama
$289K -$80.1K -360 -24%
CFG
1686
Carter Financial Group
Illinois
$288K -$97.1K -436 -27%
NEWAS
1687
N.E.W. Advisory Services
Wisconsin
$288K +$135K +608 +105%
PFM
1688
Phillips Financial Management
Indiana
$288K -$5.79K -26 -2%
LWA
1689
LifeGoal Wealth Advisors
New York
$287K +$264K +1,186 New
TC
1690
TownSquare Capital
Utah
$287K +$264K +1,184 New
FWA
1691
Flagship Wealth Advisors
Massachusetts
$287K +$50.1K +225 +23%
HFP
1692
Holistic Financial Partners
Indiana
$286K -$5.34K -24 -2%
HFS
1693
Horizon Financial Services
North Carolina
$286K +$4.67K +21 +2%
MWA
1694
Midland Wealth Advisors
Illinois
$285K – – –
HFS
1695
Howard Financial Services
Texas
$284K +$261K +1,173 New
BOPW
1696
Brandywine Oak Private Wealth
Pennsylvania
$284K – – –
FSA
1697
Franklin Street Advisors
North Carolina
$283K +$6.9K +31 +3%
OFW
1698
Omnia Family Wealth
Florida
$282K +$890 +4 +0.3%
SP
1699
Stonebrook Private
Michigan
$281K +$15.4K +69 +6%
ICP
1700
Impact Capital Partners
Colorado
$281K -$24.5K -110 -9%
66 67
68
69 70