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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1926
Luminist Capital
Michigan
$4.3K – – –
HI
1927
Hoey Investments
Pennsylvania
$4.26K – – –
GC
1928
Garde Capital
Washington
$4.26K +$3.73K +20 New
PWM
1929
Parkworth Wealth Management
California
$4.25K +$2.61K +14 +233%
HWM
1930
HighMark Wealth Management
Minnesota
$4.25K +$3.73K +20 New
NMG
1931
New Millennium Group
Utah
$4.04K – – –
DI
1932
DAGCO Inc
Ohio
$4.04K +$2.24K +12 +171%
CIAM
1933
Caitong International Asset Management
Hong Kong
$4.04K +$3.36K +18 +1,800%
CFFP
1934
Center for Financial Planning
Michigan
$3.83K +$3.36K +18 New
TIM
1935
Total Investment Management
Arizona
$3.83K +$3.36K +18 New
KWM
1936
Kiker Wealth Management
Georgia
$3.19K – – –
FNWA
1937
Financial Network Wealth Advisors
Utah
$3.19K +$2.8K +15 New
PA
1938
Pineridge Advisors
Missouri
$2.99K +$2.61K +14 New
WA
1939
WestEnd Advisors
North Carolina
$2.98K +$373 +2 +17%
EWM
1940
Evolution Wealth Management
Florida
$2.98K +$2.61K +14 New
QWM
1941
Quaker Wealth Management
New Jersey
$2.98K +$2.61K +14 New
HHGA
1942
Halbert Hargrove Global Advisors
California
$2.55K +$1.49K +8 +200%
EPW
1943
Evergreen Private Wealth
Colorado
$2.34K +$2.05K +11 New
RS
1944
Rakuten Securities
Japan
$2.13K -$3.73K -20 -67%
MAWAG
1945
Mid-American Wealth Advisory Group
Missouri
$2.13K +$1.87K +10 New
PWM
1946
Puff Wealth Management
New Jersey
$1.93K +$1.68K +9 New
CWM
1947
Cranbrook Wealth Management
Michigan
$1.92K +$1.68K +9 New
NRG
1948
Nemes Rush Group
Michigan
$1.92K +$1.68K +9 New
TCM
1949
TD Capital Management
Tennessee
$1.75K +$1.49K +8 New
FWM
1950
FSA Wealth Management
Massachusetts
$1.7K +$1.49K +8 New
76 77
78
79 80