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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1926
Abound Wealth Management
Tennessee
$25.7K +$6.69K +32 +29%
SN
1927
Sittner & Nelson
Oregon
$25.5K – – –
PWAM
1928
Private Wealth Asset Management
Iowa
$25.4K -$23K -110 -44%
WWM
1929
Wolff Wiese Magana
California
$25.2K – – –
USB
1930
Union Savings Bank
Connecticut
$24.8K +$28.4K +136 New
PUI
1931
Purpose Unlimited Inc
$24.6K – – –
FCMT
1932
Founders Capital Management (Texas)
Texas
$24.1K – – –
RBC
1933
Roble Belko & Company
Pennsylvania
$24K – – –
SC
1934
Solstein Capital
California
$23.7K – – –
EA
1935
Evergreen Advisors
Tennessee
$23.5K +$27K +129 New
CIAS
1936
CBIZ Investment Advisory Services
Ohio
$23.4K -$20.5K -98 -43%
OW
1937
Olistico Wealth
Oklahoma
$22.6K – – –
RWM
1938
Raffa Wealth Management
District of Columbia
$22.6K +$418 +2 +2%
CW
1939
CrossGen Wealth
North Carolina
$22.6K +$209 +1 +0.8%
MFT
1940
Moisand Fitzgerald Tamayo
Florida
$22.3K – – –
LAM
1941
LOM Asset Management
$21K – – –
PWMG
1942
Prestige Wealth Management Group
New Jersey
$20.6K +$7.95K +38 +51%
CTWM
1943
Cherry Tree Wealth Management
Minnesota
$20.5K – – –
TFG
1944
Team Financial Group
California
$20.4K – – –
VWA
1945
VSM Wealth Advisory
Maryland
$20.4K – – –
PCFFS
1946
Pacific Center for Financial Services
California
$20.3K – – –
PFSC
1947
Peoples Financial Services Corp
Pennsylvania
$20.2K – – –
UFPG
1948
United Financial Planning Group
New York
$19.9K +$12.8K +61 +127%
EWP
1949
Elevation Wealth Partners
California
$19.7K -$8.37K -40 -27%
HNW
1950
High Note Wealth
Minnesota
$19.2K -$10.5K -50 -32%
76 77
78
79 80