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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
KSWA
1851
Kathleen S. Wright Associates
Pennsylvania
$21.7K – – –
CWM
1852
CarsonAllaria Wealth Management
Illinois
$21.7K +$19K +102 New
GI
1853
GS Investments
Minnesota
$21.5K +$18.8K +101 New
ITFISA
1854
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$21.3K -$62.9K -337 -77%
LCM
1855
Logan Capital Management
Pennsylvania
$21.3K – – –
T
1856
Transce3nd
Texas
$21.3K +$373 +2 +2%
EWP
1857
Elevation Wealth Partners
California
$20.4K – – –
GWP
1858
Gen-Wealth Partners
Michigan
$20.4K +$17.9K +96 New
HWP
1859
Highline Wealth Partners
California
$20.2K +$6.16K +33 +53%
WCM
1860
WealthTrak Capital Management
Virginia
$19.8K +$11.6K +62 +200%
SHM
1861
Sagard Holdings Management
Ontario, Canada
$19.8K +$17.4K +93 New
ACA
1862
American Capital Advisory
Idaho
$19.4K +$17K +91 New
GCM
1863
Gables Capital Management
Florida
$19.1K – – –
BFP
1864
Briaud Financial Planning
Texas
$19K +$17K +91 New
HNW
1865
High Note Wealth
Minnesota
$18.9K +$16.4K +88 +8,800%
TFM
1866
TFC Financial Management
Massachusetts
$17.6K +$7.84K +42 +102%
NECFA
1867
New England Capital Financial Advisors
Connecticut
$17.1K – – –
CAC
1868
Core Alternative Capital
Georgia
$16.4K – – –
GWSA
1869
Global Wealth Strategies & Associates
Colorado
$16K – – –
BAM
1870
Byrne Asset Management
New Jersey
$15.5K – – –
JFG
1871
JDM Financial Group
Texas
$15.3K +$13.4K +72 New
CWP
1872
Clark Wealth Partners
Illinois
$13.4K +$6.9K +37 +142%
AG
1873
AmeriFlex Group
Nevada
$13.2K +$8.02K +43 +215%
BHWM
1874
Beaird Harris Wealth Management
Texas
$12.7K +$6.34K +34 +131%
BI
1875
Binnacle Investments
Iowa
$12.3K +$10.3K +55 +1,833%
73 74
75
76 77