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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2176
Prelude Capital Management
New York
– -$426K -1,756 Closed
JAG
2177
Journey Advisory Group
Kentucky
– -$425K -1,754 Closed
ISFAN
2178
Investor's Fiduciary Advisor Network
Washington
– -$414K -1,710 Closed
SIM
2179
Sentry Investment Management
Wisconsin
– -$397K -1,637 Closed
BPC
2180
Banque Pictet & Cie
Switzerland
– -$388K -1,602 Closed
CWM
2181
Collaborative Wealth Management
Florida
– -$387K -1,598 Closed
FFN
2182
Focus Financial Network
Minnesota
– -$380K -1,570 Closed
MAC
2183
Mason & Associates (California)
California
– -$372K -1,533 Closed
CF
2184
Convergence Financial
Missouri
– -$366K -1,509 Closed
JWM
2185
Jupiter Wealth Management
Colorado
– -$310K -1,500 Closed
RG
2186
Renaissance Group
Kentucky
– -$360K -1,485 Closed
EW
2187
Expressive Wealth
Illinois
– -$358K -1,477 Closed
IWM
2188
Iams Wealth Management
Nebraska
– -$351K -1,449 Closed
FM
2189
Family Management
New York
– -$346K -1,429 Closed
CMAI
2190
Capital Management Associates Inc
Minnesota
– -$342K -1,411 Closed
OFO
2191
OneAscent Family Office
Alabama
– -$339K -1,399 Closed
CCA
2192
Corps Capital Advisors
Texas
– -$338K -1,395 Closed
LA
2193
Legacy Advisors
Pennsylvania
– -$325K -1,343 Closed
NDSI
2194
Newman Dignan & Sheerar Inc
Rhode Island
– -$322K -1,327 Closed
A
2195
AlphaQuest
New York
– -$319K -1,317 Closed
BCP
2196
Blackhawk Capital Partners
Wisconsin
– -$317K -1,307 Closed
WIC
2197
Willis Investment Counsel
Georgia
– -$312K -1,286 Closed
MW
2198
Marble Wealth
Alabama
– -$311K -1,283 Closed
KRW
2199
Kaufman Rossin Wealth
Florida
– -$308K -1,270 Closed
WWM
2200
Westwood Wealth Management
California
– -$301K -1,240 Closed
86 87
88
89 90