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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
2051
High Note Wealth
Minnesota
$37.6K +$10.7K +48 +45%
OWP
2052
ORG Wealth Partners
Texas
$37.1K -$173K -778 -84%
CWP
2053
Concord Wealth Partners
Virginia
$36.8K -$33.2K -149 -50%
FUBT
2054
First United Bank & Trust
Maryland
$36.8K – – –
WOSD
2055
WFA of San Diego
California
$36.8K – – –
GA
2056
GoalVest Advisory
New York
$36.4K – – –
NB
2057
NBT Bank
New York
$36.4K +$33.4K +150 New
EWP
2058
Elevation Wealth Partners
California
$35.9K +$1.78K +8 +6%
WTA
2059
Washington Trust Advisors
Massachusetts
$34.7K – – –
CMP
2060
Coston McIsaac & Partners
Maine
$34K -$5.12K -23 -14%
WWM
2061
Wolff Wiese Magana
California
$33.4K -$12.7K -57 -29%
HHMI
2062
Howard Hughes Medical Institute
Maryland
$33.2K – – –
SFG
2063
Strive Financial Group
Indiana
$33.2K +$30.5K +137 New
WA
2064
Westfuller Advisors
New York
$33.2K +$26.5K +119 +661%
HWP
2065
Highline Wealth Partners
California
$33K – – –
KBFS
2066
Kohmann Bosshard Financial Services
Ohio
$33K +$30.3K +136 New
PUI
2067
Purpose Unlimited Inc
$32.7K +$30.1K +135 New
RBC
2068
Roble Belko & Company
Pennsylvania
$32K – – –
FCMT
2069
Founders Capital Management (Texas)
Texas
$32K – – –
MW
2070
Merited Wealth
Florida
$31.7K +$29.2K +131 New
SC
2071
Solstein Capital
California
$31.5K – – –
RS
2072
Rakuten Securities
Japan
$31.5K +$24.5K +110 +550%
SN
2073
Sittner & Nelson
Oregon
$31.2K – – –
OW
2074
Olistico Wealth
Oklahoma
$30.1K +$27.6K +124 New
CW
2075
CrossGen Wealth
North Carolina
$29.8K +$27.4K +123 New
81 82
83
84 85