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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2301
JPL Wealth Management
Colorado
– -$84.4K -397 Closed
FLP
2302
Financial Life Planners
Arizona
– -$75.6K -356 Closed
AAG
2303
Accordant Advisory Group
Maryland
– -$63.8K -300 Closed
FLFS
2304
Family Legacy Financial Solutions
North Carolina
– -$41.7K -196 Closed
ACM
2305
Adalta Capital Management
New York
– -$37.8K -178 Closed
CWM
2306
Crowley Wealth Management
Delaware
– -$32.7K -154 Closed
PPA
2307
Painted Porch Advisors
California
– -$32.5K -153 Closed
SAM
2308
Strive Asset Management
Ohio
– -$27.6K -130 Closed
NC
2309
North Capital
Utah
– -$25.5K -120 Closed
LCM
2310
Logan Capital Management
Pennsylvania
– -$21.3K -100 Closed
EPAM
2311
Evelyn Partners Asset Management
– -$21K -99 Closed
DIP
2312
DT Investment Partners
Pennsylvania
– -$17.9K -84 Closed
CAC
2313
Core Alternative Capital
Georgia
– -$15.9K -75 Closed
CCM
2314
Cloud Capital Management
Washington
– -$11K -53 Closed
HHGA
2315
Halbert Hargrove Global Advisors
California
– -$11.1K -52 Closed
OA
2316
Operose Advisors
Wisconsin
– -$10.8K -51 Closed
MSWA
2317
Marshall & Sterling Wealth Advisors
New York
– -$9.78K -46 Closed
CT
2318
Clearstead Trust
Maine
– -$7.44K -35 Closed
SFCL
2319
Strengthening Families & Communities LLC
Massachusetts
– -$7.48K -35 Closed
WCM
2320
Westend Capital Management
California
– -$4.68K -22 Closed
EPW
2321
Evergreen Private Wealth
Colorado
– -$2.34K -11 Closed
AT
2322
Avalon Trust
New Mexico
– -$1.91K -9 Closed
FFA
2323
Frazier Financial Advisors
Ohio
– -$427 -2 Closed
NCM
2324
Northwest Capital Management
Oregon
– -$336 -2 Closed
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