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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
1SB
2301
1ST Source Bank
Indiana
– -$219K -903 Closed
IP
2302
Isthmus Partners
Wisconsin
– -$218K -900 Closed
LTI
2303
Laffer Tengler Investments
Tennessee
– -$218K -899 Closed
PSP
2304
Principal Street Partners
Tennessee
– -$218K -899 Closed
RWI
2305
Red Wave Investments
Pennsylvania
– -$215K -887 Closed
WF
2306
Wayfinding Financial
Washington
– -$214K -887 Closed
DCM
2307
DGS Capital Management
New Jersey
– -$214K -885 Closed
SA
2308
Stewardship Advisors
Pennsylvania
– -$214K -881 Closed
AWM
2309
Aberdeen Wealth Management
Illinois
– -$213K -879 Closed
CS
2310
Capital Square
Tennessee
– -$213K -879 Closed
LSWP
2311
Liberty Square Wealth Partners
Pennsylvania
– -$213K -879 Closed
SPWG
2312
Syntegra Private Wealth Group
Missouri
– -$213K -879 Closed
BIP Wealth
2313
BIP Wealth
Georgia
– -$211K -872 Closed
KFS
2314
Kelly Financial Services
Massachusetts
– -$210K -865 Closed
Bradley Foster & Sargent
2315
Bradley Foster & Sargent
Connecticut
– -$209K -864 Closed
SIP
2316
Snowwater Investment Partners
Connecticut
– -$208K -859 Closed
CW
2317
Code Waechter
Florida
– -$208K -858 Closed
EP
2318
Essential Planning
New Hampshire
– -$208K -858 Closed
Quilter Plc
2319
Quilter Plc
United Kingdom
– -$208K -857 Closed
CWMGO
2320
Capstone Wealth Management Group (Oregon)
Oregon
– -$207K -855 Closed
SFG
2321
Sunburst Financial Group
Alabama
– -$207K -855 Closed
PS
2322
Planned Solutions
California
– -$207K -854 Closed
C
2323
Croban
Ohio
– -$207K -853 Closed
CAP
2324
Cordoba Advisory Partners
New York
– -$206K -850 Closed
MWM
2325
Mascagni Wealth Management
Mississippi
– -$205K -845 Closed