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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1826
Westside Investment Management
California
$228K +$2K +9 +1%
SCA
1827
Sandy Cove Advisors
Massachusetts
$227K +$208K +936 New
CM
1828
Capital Management
Virginia
$227K +$208K +935 New
BC
1829
Barrett & Company
Rhode Island
$226K +$223 +1 +0.1%
KIG
1830
Kennedy Investment Group
New Jersey
$225K +$207K +930 New
LWPC
1831
Legacy Wealth Partners (Colorado)
Colorado
$225K +$207K +929 New
AWAG
1832
ARS Wealth Advisors Group
Florida
$225K +$207K +928 New
AB
1833
Atlas Brown
Kentucky
$224K +$206K +925 New
FCH
1834
Freestone Capital Holdings
Washington
$224K +$206K +925 New
RFN
1835
Redwood Financial Network
Ohio
$224K +$206K +925 New
IA
1836
Insight Advisors
Pennsylvania
$224K -$8.9K -40 -4%
PA
1837
PharVision Advisers
Florida
$224K +$205K +923 New
FIM
1838
FWL Investment Management
Texas
$223K – – –
AA
1839
AlphaCentric Advisors
Puerto Rico
$223K +$205K +921 New
LW
1840
Livet Wealth
Utah
$223K +$205K +920 New
RIS
1841
Retirement Income Solutions
Michigan
$223K +$205K +919 New
BCA
1842
Bay Capital Advisors
Virginia
$222K -$8.9K -40 -4%
IFA
1843
Interactive Financial Advisors
Illinois
$222K +$204K +917 New
VWA
1844
Visionary Wealth Advisors
Illinois
$222K +$203K +914 New
GC
1845
Grimes & Company
Massachusetts
$220K +$202K +909 New
KFSC
1846
Keystone Financial Services (Colorado)
Colorado
$220K +$202K +907 New
ME
1847
McIlrath & Eck
Washington
$220K +$7.79K +35 +4%
IF
1848
Intrua Financial
Texas
$220K +$202K +906 New
LC
1849
Lavaca Capital
Texas
$219K +$445 +2 +0.2%
1SB
1850
1ST Source Bank
Indiana
$219K +$201K +903 New
72 73
74
75 76