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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2026
Hughes Financial Services
Virginia
$11.8K -$39.2K -205 -78%
PWA
2027
Provenance Wealth Advisors
Florida
$11.2K +$6.12K +32 +133%
TAP
2028
Tounjian Advisory Partners
Florida
$10.8K +$10.3K +54 New
PAMS
2029
Pinpoint Asset Management (Singapore)
$10.8K -$26.4K -138 -72%
PWA
2030
Principia Wealth Advisory
Texas
$10.6K +$2.68K +14 +36%
BWS
2031
Buck Wealth Strategies
Colorado
$10.6K +$10.1K +53 New
RWM
2032
Rialto Wealth Management
New York
$10.4K +$3.25K +17 +49%
CSC
2033
Caldwell Sutter Capital
California
$10.4K – – –
HIA
2034
Highland Investment Advisors
Florida
$10.4K +$9.95K +52 New
CAM
2035
Chesapeake Asset Management
New York
$10K +$9.56K +50 New
FPF
2036
First Pacific Financial
Washington
$9.98K -$4.78K -25 -33%
WBC
2037
West Branch Capital
Massachusetts
$9.83K – – –
BH
2038
Burk Holdings
Oklahoma
$9.83K – – –
VWM
2039
Vermillion Wealth Management
Minnesota
$9.43K -$7.84K -41 -47%
IUHSA
2040
Itau Unibanco Holding S.A.
Brazil
$9.23K -$1.02M -5,315 -99%
CTC
2041
Cetera Trust Company
Minnesota
$9.23K – – –
JFA
2042
JNBA Financial Advisors
Minnesota
$9.23K – – –
RDFA
2043
Ritter Daniher Financial Advisory
Ohio
$8.37K – – –
VR
2044
Vision Retirement
New Jersey
$8.22K – – –
CC
2045
Corsicana & Co
Texas
$8.22K +$7.84K +41 New
TCM
2046
TD Capital Management
Tennessee
$8.15K +$191 +1 +3%
AA
2047
Addison Advisors
Vermont
$8.03K -$121K -634 -94%
T
2048
Tidemark
California
$8.03K +$383 +2 +5%
BFPW
2049
BOK Financial Private Wealth
Colorado
$7.83K +$7.46K +39 New
FGA
2050
Fortis Group Advisors
New Jersey
$7.62K – – –
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