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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
RWI
2301
Red Wave Investments
Pennsylvania
– -$215K -887 Closed
WF
2302
Wayfinding Financial
Washington
– -$214K -887 Closed
DCM
2303
DGS Capital Management
New Jersey
– -$214K -885 Closed
SA
2304
Stewardship Advisors
Pennsylvania
– -$214K -881 Closed
AWM
2305
Aberdeen Wealth Management
Illinois
– -$213K -879 Closed
CS
2306
Capital Square
Tennessee
– -$213K -879 Closed
LSWP
2307
Liberty Square Wealth Partners
Pennsylvania
– -$213K -879 Closed
SPWG
2308
Syntegra Private Wealth Group
Missouri
– -$213K -879 Closed
BW
2309
BIP Wealth
Georgia
– -$211K -872 Closed
KFS
2310
Kelly Financial Services
Massachusetts
– -$210K -865 Closed
BFS
2311
Bradley Foster & Sargent
Connecticut
– -$209K -864 Closed
SIP
2312
Snowwater Investment Partners
Connecticut
– -$208K -859 Closed
CW
2313
Code Waechter
Florida
– -$208K -858 Closed
EP
2314
Essential Planning
New Hampshire
– -$208K -858 Closed
QP
2315
Quilter Plc
United Kingdom
– -$208K -857 Closed
CWMGO
2316
Capstone Wealth Management Group (Oregon)
Oregon
– -$207K -855 Closed
SFG
2317
Sunburst Financial Group
Alabama
– -$207K -855 Closed
PS
2318
Planned Solutions
California
– -$207K -854 Closed
C
2319
Croban
Ohio
– -$207K -853 Closed
CAP
2320
Cordoba Advisory Partners
New York
– -$206K -850 Closed
MWM
2321
Mascagni Wealth Management
Mississippi
– -$205K -845 Closed
EC
2322
EdgeRock Capital
Colorado
– -$205K -844 Closed
FWP
2323
Falcon Wealth Planning
California
– -$204K -842 Closed
TW
2324
Traveka Wealth
California
– -$203K -838 Closed
CAM
2325
Claret Asset Management
Quebec, Canada
– -$203K -837 Closed
91 92
93
94 95