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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1926
IAG Wealth Partners
Wisconsin
$43.3K – – –
SVWA
1927
Sarver Vrooman Wealth Advisors
Missouri
$41.7K -$1.15K -6 -3%
AF
1928
Align Financial
Minnesota
$41.3K – – –
FUBT
1929
First United Bank & Trust
Maryland
$40.9K +$9.95K +52 +34%
TLA
1930
Tanglewood Legacy Advisors
Texas
$40.7K – – –
TC
1931
Toews Corporation
New Jersey
$40.7K +$38.8K +203 New
W
1932
WealthCollab
Washington
$40.1K – – –
FNWA
1933
Financial Network Wealth Advisors
Utah
$39.9K +$765 +4 +2%
DWM
1934
Dogwood Wealth Management
Kansas
$39.1K -$1.15K -6 -3%
CJ
1935
Caitlin John
Michigan
$38.4K – – –
VWA
1936
Valued Wealth Advisors
Utah
$38K +$765 +4 +2%
GA
1937
GoalVest Advisory
New York
$37.9K +$7.46K +39 +26%
PWA
1938
Physician Wealth Advisors
Utah
$36.5K -$32.5K -170 -48%
KAS
1939
Kemnay Advisory Services
New York
$35.9K +$383 +2 +1%
AFG
1940
Albion Financial Group
Utah
$35.3K -$9.18K -48 -21%
ATC
1941
Advantage Trust Company
Kansas
$35.1K +$33.5K +175 New
HNW
1942
High Note Wealth
Minnesota
$34.9K +$13.2K +69 +66%
NWM
1943
Nova Wealth Management
Florida
$33.9K – – –
KG
1944
Kilter Group
New York
$32.7K -$1.34K -7 -4%
WTA
1945
Washington Trust Advisors
Massachusetts
$32.7K +$3.83K +20 +14%
C
1946
Covestor
United Kingdom
$32K +$383 +2 +1%
EI
1947
EFG International
$31.7K +$14.7K +77 +95%
AEPWM
1948
Atlantic Edge Private Wealth Management
Florida
$31.1K – – –
CA
1949
Crewe Advisors
Utah
$31.1K +$26.4K +138 +812%
JGCM
1950
Joseph Group Capital Management
Ohio
$30.9K +$1.72K +9 +6%
76 77
78
79 80