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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1876
BIP Wealth
Georgia
$211K +$194K +872 New
KFS
1877
Kelly Financial Services
Massachusetts
$210K +$193K +865 New
BFS
1878
Bradley Foster & Sargent
Connecticut
$209K +$192K +864 New
SIP
1879
Snowwater Investment Partners
Connecticut
$208K +$191K +859 New
CW
1880
Code Waechter
Florida
$208K +$191K +858 New
EP
1881
Essential Planning
New Hampshire
$208K +$191K +858 New
QP
1882
Quilter Plc
United Kingdom
$208K +$191K +857 New
AW
1883
Alteri Wealth
California
$208K -$57.4K -258 -23%
CWMGO
1884
Capstone Wealth Management Group (Oregon)
Oregon
$207K +$190K +855 New
SFG
1885
Sunburst Financial Group
Alabama
$207K +$190K +855 New
PS
1886
Planned Solutions
California
$207K +$190K +854 New
C
1887
Croban
Ohio
$207K +$190K +853 New
CAP
1888
Cordoba Advisory Partners
New York
$206K +$189K +850 New
MWM
1889
Mascagni Wealth Management
Mississippi
$205K +$188K +845 New
EC
1890
EdgeRock Capital
Colorado
$205K +$188K +844 New
BBW
1891
Blue Barn Wealth
Utah
$204K -$215K -965 -53%
FWP
1892
Falcon Wealth Planning
California
$204K +$187K +842 New
TNA
1893
True North Advisors
Texas
$204K +$187K +842 New
TW
1894
Traveka Wealth
California
$203K +$187K +838 New
CAM
1895
Claret Asset Management
Quebec, Canada
$203K +$186K +837 New
EHC
1896
Everett Harris & Co
California
$203K +$186K +836 New
BONST
1897
Bank of Nova Scotia Trust
Ontario, Canada
$203K +$186K +836 New
LOWM
1898
Laurel Oak Wealth Management
New Jersey
$202K +$186K +835 New
CCA
1899
Cottonwood Capital Advisors
Utah
$202K +$186K +835 New
SL
1900
StoryOne LLC
Kansas
$202K – – –
74 75
76
77 78