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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1701
Wealth Architects
California
$210K +$52.7K +252 +28%
GRR
1702
Golden Reserve Retirement
Ohio
$210K +$241K +1,153 New
RB
1703
Rodgers Brothers
Pennsylvania
$210K – – –
TNA
1704
True North Advisors
Texas
$209K +$64K +306 +36%
FA
1705
Fiducient Advisors
Illinois
$209K -$10K -48 -4%
MCM
1706
Maple Capital Management
Vermont
$209K -$30.3K -145 -11%
CWMK
1707
Caliber Wealth Management (Kansas)
Kansas
$209K +$4.81K +23 +2%
RPWA
1708
Regent Peak Wealth Advisors
Georgia
$208K +$7.95K +38 +3%
BIA
1709
Bigelow Investment Advisors
Maine
$208K +$239K +1,142 New
GIM
1710
Goelzer Investment Management
Indiana
$208K – – –
VC
1711
Veracity Capital
Georgia
$207K -$16.5K -79 -6%
BAS
1712
Breakthru Advisory Services
Wisconsin
$207K -$24.9K -119 -9%
DWM
1713
Drive Wealth Management
Utah
$207K -$260K -1,241 -52%
FSA
1714
Franklin Street Advisors
North Carolina
$207K -$6.48K -31 -3%
MCCA
1715
Mill Creek Capital Advisors
Pennsylvania
$206K -$1.67K -8 -0.7%
GFG
1716
Goldstone Financial Group
Illinois
$206K -$91K -435 -28%
CWP
1717
Cyndeo Wealth Partners
Florida
$206K -$108K -515 -31%
AFG
1718
Allegheny Financial Group
Pennsylvania
$205K +$7.53K +36 +3%
IRP
1719
Investment Research Partners
Pennsylvania
$205K -$143K -682 -38%
CA
1720
Cullinan Associates
Kentucky
$204K +$20.9K +100 +10%
FWA
1721
Flagship Wealth Advisors
Massachusetts
$204K -$47.1K -225 -19%
EB
1722
Exchange Bank
California
$203K – – –
TP
1723
TritonPoint Partners
Maryland
$203K +$8.58K +41 +4%
FRM
1724
Fox Run Management
Connecticut
$203K -$1.32M -6,321 -85%
AIP
1725
Avail Investment Partners
Pennsylvania
$203K +$233K +1,112 New
67 68
69
70 71