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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1801
Bell Investment Advisors
California
$42.6K +$17.4K +93 +87%
AW
1802
Avion Wealth
Texas
$42K +$27.4K +147 +277%
NWM
1803
Nova Wealth Management
Florida
$42K +$31.7K +170 +630%
FLFS
1804
Family Legacy Financial Solutions
North Carolina
$41.6K +$36.4K +195 New
PGAM
1805
Princeton Global Asset Management
New Jersey
$38.1K -$246K -1,316 -88%
VWA
1806
Valued Wealth Advisors
Utah
$38K +$18.3K +98 +121%
AFG
1807
Albion Financial Group
Utah
$37.1K +$15.5K +83 +91%
SVCP
1808
Silicon Valley Capital Partners
California
$36.8K – – –
CMA
1809
Cedar Mountain Advisors
Oregon
$36.4K – – –
CMP
1810
Coston McIsaac & Partners
Maine
$35K +$18.8K +101 +155%
WA
1811
Whipplewood Advisors
Colorado
$34.7K -$173K -927 -85%
PWA
1812
Physician Wealth Advisors
Utah
$33.2K +$26.9K +144 +1,200%
DWM
1813
Dogwood Wealth Management
Kansas
$33K +$14.2K +76 +100%
PPA
1814
Painted Porch Advisors
California
$32.6K – – –
IHWM
1815
Iron Horse Wealth Management
Iowa
$32.6K +$20K +107 +233%
CAM
1816
Creekmur Asset Management
Illinois
$32.3K +$28.4K +152 New
FUBT
1817
First United Bank & Trust
Maryland
$32.3K +$28.4K +152 New
WOSD
1818
WFA of San Diego
California
$32.3K +$28.4K +152 New
GA
1819
GoalVest Advisory
New York
$31.9K +$28K +150 New
WTA
1820
Washington Trust Advisors
Massachusetts
$30.4K +$14.2K +76 +113%
LWMI
1821
Legacy Wealth Management (Idaho)
Idaho
$30.2K -$560 -3 -2%
LIS
1822
Legacy Investment Solutions
Idaho
$30.2K +$26.5K +142 New
LAM
1823
LOM Asset Management
$30K +$26.1K +140 New
SN
1824
Sittner & Nelson
Oregon
$29.8K – – –
WWM
1825
Wolff Wiese Magana
California
$29.4K +$933 +5 +4%
71 72
73
74 75