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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
NWS
2026
Nvest Wealth Strategies
Ohio
$14.2K – – –
FDW
2027
Fourth Dimension Wealth
Ohio
$14.2K +$13.6K +71 New
TCM
2028
Triumph Capital Management
Colorado
$14K – – –
CA
2029
Centerpoint Advisors
Massachusetts
$14K -$47.2K -247 -77%
CWP
2030
Clark Wealth Partners
Illinois
$13.9K +$1.53K +8 +13%
YP
2031
YANKCOM Partnership
South Dakota
$13.4K -$4.59K -24 -26%
GFA
2032
Godfrey Financial Associates
New York
$13.1K – – –
BHWM
2033
Beaird Harris Wealth Management
Texas
$12.8K – – –
IWM
2034
IMG Wealth Management
Florida
$12.6K -$5.36K -28 -31%
EFMH
2035
E Fund Management (HK)
Hong Kong
$12.2K – – –
TM
2036
Torren Management
California
$12.2K – – –
FGC
2037
Financial Gravity Companies
Texas
$12.2K +$11.7K +61 New
LWM
2038
Lodestone Wealth Management
Washington
$12.2K – – –
HFS
2039
Hughes Financial Services
Virginia
$11.8K -$39.2K -205 -78%
PWA
2040
Provenance Wealth Advisors
Florida
$11.2K +$6.12K +32 +133%
TAP
2041
Tounjian Advisory Partners
Florida
$10.8K +$10.3K +54 New
PAMS
2042
Pinpoint Asset Management (Singapore)
$10.8K -$26.4K -138 -72%
PWA
2043
Principia Wealth Advisory
Texas
$10.6K +$2.68K +14 +36%
BWS
2044
Buck Wealth Strategies
Colorado
$10.6K +$10.1K +53 New
RWM
2045
Rialto Wealth Management
New York
$10.4K +$3.25K +17 +49%
CSC
2046
Caldwell Sutter Capital
California
$10.4K – – –
HIA
2047
Highland Investment Advisors
Florida
$10.4K +$9.95K +52 New
CAM
2048
Chesapeake Asset Management
New York
$10K +$9.56K +50 New
FPF
2049
First Pacific Financial
Washington
$9.98K -$4.78K -25 -33%
WBC
2050
West Branch Capital
Massachusetts
$9.83K – – –
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