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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMI
2251
Legacy Wealth Management (Idaho)
Idaho
– -$44.7K -245 Closed
HIC
2252
Hamrick Investment Counsel
Washington
– -$44.5K -244 Closed
TGY2IT
2253
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$40.7K -223 Closed
AIA
2254
Aventus Investment Advisors
Florida
– -$38.3K -210 Closed
WOSD
2255
WFA of San Diego
California
– -$27.7K -152 Closed
BA
2256
Ballast Advisors
Minnesota
– -$27K -148 Closed
EA
2257
Evergreen Advisors
Tennessee
– -$23.5K -129 Closed
TFG
2258
Team Financial Group
California
– -$20.4K -112 Closed
SC
2259
Steph & Co
Wisconsin
– -$14.8K -81 Closed
WAU
2260
Wellington-Altus USA
Manitoba, Canada
– -$16.1K -80 Closed
WA
2261
Whipplewood Advisors
Colorado
– -$13.3K -73 Closed
MWC
2262
MBM Wealth Consultants
Missouri
– -$12.8K -70 Closed
GWSA
2263
Global Wealth Strategies & Associates
Colorado
– -$10.9K -60 Closed
CW
2264
Curio Wealth
Maryland
– -$10.2K -56 Closed
ECM
2265
Estabrook Capital Management
New York
– -$10.2K -56 Closed
MWM
2266
Magnolia Wealth Management
Alabama
– -$9.12K -50 Closed
MCRM
2267
Midway Capital Research & Management
Illinois
– -$9.12K -50 Closed
LFA
2268
Longview Financial Advisors
Alabama
– -$8.06K -44 Closed
FFL
2269
Financial Freedom LLC
Ohio
– -$7.84K -43 Closed
CFG
2270
Clayton Financial Group
Missouri
– -$7.12K -39 Closed
MTIC
2271
Missouri Trust & Investment Company
Missouri
– -$5.47K -30 Closed
PWA
2272
Portus Wealth Advisors
North Carolina
– -$4.74K -26 Closed
SA
2273
Scarborough Advisors
Maryland
– -$4.01K -22 Closed
HWM
2274
HighMark Wealth Management
Minnesota
– -$3.65K -20 Closed
DI
2275
DAGCO Inc
Ohio
– -$3.47K -19 Closed
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