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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1726
FSM Wealth Advisors
Ohio
$266K +$3.78K +17 +2%
LWP
1727
LMG Wealth Partners
Louisiana
$264K -$23.2K -104 -9%
AWM
1728
Accel Wealth Management
Iowa
$264K +$223 +1 +0.1%
TWD
1729
True Wealth Design
Ohio
$264K +$29.4K +132 +14%
AFG
1730
Allegheny Financial Group
Pennsylvania
$264K -$16.3K -73 -6%
BCM
1731
Birch Capital Management
Texas
$264K -$363K -1,629 -60%
CP
1732
Canopy Partners
Ohio
$263K -$3.78K -17 -2%
CCM
1733
Charter Capital Management
Wisconsin
$262K -$16.7K -75 -6%
CA
1734
Claro Advisors
Massachusetts
$261K +$240K +1,078 New
MCM
1735
Manchester Capital Management
Vermont
$261K -$25.2K -113 -10%
ACM
1736
AlphaStar Capital Management
North Carolina
$260K +$239K +1,074 New
TP
1737
TritonPoint Partners
Maryland
$260K +$239K +1,073 New
HCA
1738
Hyperion Capital Advisors
New York
$260K – – –
FCAS
1739
First Command Advisory Services
Texas
$259K +$10.2K +46 +5%
PCS
1740
Private Client Services
Kentucky
$258K -$15.4K -69 -6%
RG
1741
Rathbones Group
United Kingdom
$258K -$20K -90 -8%
ASG
1742
Ariston Services Group
California
$258K – – –
BBI
1743
Baxter Bros Inc
Connecticut
$258K – – –
PMG
1744
ProVise Management Group
Florida
$258K -$305K -1,368 -56%
ML
1745
Mayport LLC
Massachusetts
$258K -$10K -45 -4%
EL
1746
Essex LLC
Illinois
$258K -$2.23K -10 -0.9%
CWR
1747
Chico Wealth RIA
California
$257K +$5.57K +25 +2%
TLFA
1748
True Link Financial Advisors
California
$257K -$12.7K -57 -5%
NHT
1749
New Hampshire Trust
New Hampshire
$257K +$236K +1,059 New
NHC
1750
Nicholas Hoffman & Company
Georgia
$256K +$11.1K +50 +5%
68 69
70
71 72