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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
651
DFPG Investments
Utah
$394K -$10.2K -95 -2%
VVP
652
Venture Visionary Partners
Ohio
$392K -$38.5K -360 -8%
SFP
653
Sweet Financial Partners
Minnesota
$391K – – –
RWB
654
RMR Wealth Builders
New Jersey
$388K – – –
AAG
655
Armstrong Advisory Group
Massachusetts
$383K -$47.3K -442 -10%
WMS
656
Wealth Management Solutions
Pennsylvania
$382K +$2.35K +22 +0.6%
WWM
657
Western Wealth Management
Colorado
$380K -$2.25K -21 -0.5%
PCS
658
Personal CFO Solutions
New Jersey
$376K +$38.5K +360 +10%
CWP
659
Capital Wealth Planning
Florida
$374K +$412K +3,850 New
PCM
660
Pointe Capital Management
Michigan
$370K +$2.67K +25 +0.7%
LC
661
Lindbrook Capital
California
$370K -$8.66K -81 -2%
SWS
662
SYSTM Wealth Solutions
Illinois
$365K -$55.4K -518 -12%
CGL
663
Clarius Group LLC
Washington
$364K -$138K -1,289 -26%
NIM
664
NEOS Investment Management
Connecticut
$363K +$400K +3,744 New
WBC
665
Westpac Banking Corp
Australia
$362K -$243K -2,273 -38%
AIM
666
Acropolis Investment Management
Missouri
$361K -$10.2K -95 -2%
PAS
667
Park Avenue Securities
New York
$359K +$396K +3,700 New
PTP
668
Platform Technology Partners
New York
$359K -$8.23K -77 -2%
BAM
669
Blueshift Asset Management
New Jersey
$358K +$394K +3,689 New
PTC
670
Private Trust Company
Ohio
$358K -$15.1K -141 -4%
AI
671
AdvisorShares Investments
Maryland
$357K -$340K -3,184 -46%
MC
672
Moors & Cabot
Massachusetts
$356K -$53.5K -500 -12%
AWM
673
Axxcess Wealth Management
California
$356K -$23.1K -216 -6%
IAIM
674
International Assets Investment Management
Florida
$355K +$14.2M +132,471 New
SFA
675
Sequoia Financial Advisors
Ohio
$348K -$54.5K -510 -12%
25 26
27
28 29