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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1926
Caldwell Sutter Capital
California
$11.1K – – –
CCM
1927
Cloud Capital Management
Washington
$11K +$11.6K +53 New
OA
1928
Operose Advisors
Wisconsin
$10.8K +$11.2K +51 New
FPF
1929
First Pacific Financial
Washington
$10.7K +$219 +1 +2%
WBC
1930
West Branch Capital
Massachusetts
$10.4K – – –
UCB
1931
United Community Bank
South Carolina
$10.4K +$3.5K +16 +48%
IWM
1932
IMG Wealth Management
Florida
$10.2K +$876 +4 +9%
UFPG
1933
United Financial Planning Group
New York
$10.2K +$10.5K +48 New
BFS
1934
Bare Financial Services
Pennsylvania
$9.99K +$2.85K +13 +38%
VWM
1935
Vermillion Wealth Management
Minnesota
$9.99K +$10.3K +47 New
CTC
1936
Cetera Trust Company
Minnesota
$9.78K – – –
JFA
1937
JNBA Financial Advisors
Minnesota
$9.78K +$10.1K +46 New
MSWA
1938
Marshall & Sterling Wealth Advisors
New York
$9.78K – – –
RTL
1939
Red Tortoise LLC
Georgia
$9.6K – – –
WWA
1940
Wealth Watch Advisors
Colorado
$9.35K +$9.63K +44 New
T
1941
Tidemark
California
$9.15K +$2.19K +10 +30%
AWM
1942
Activest Wealth Management
Florida
$8.93K +$1.97K +9 +27%
CIAM
1943
Caitong International Asset Management
Hong Kong
$8.29K +$4.38K +20 +105%
FGA
1944
Fortis Group Advisors
New Jersey
$8.08K – – –
VFM
1945
Vision Financial Markets
Connecticut
$7.48K – – –
SFCL
1946
Strengthening Families & Communities LLC
Massachusetts
$7.48K – – –
CT
1947
Clearstead Trust
Maine
$7.44K – – –
HFS
1948
Hughes Financial Services
Virginia
$7.27K – – –
MAM
1949
Morse Asset Management
Connecticut
$7.01K – – –
AFWM
1950
Abich Financial Wealth Management
Virginia
$7.01K +$7.22K +33 New
76 77
78
79 80