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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
726
MBB Public Markets
Illinois
$545K +$580K +3,757 New
SIG
727
Sky Investment Group
Connecticut
$540K – – –
PTP
728
Platform Technology Partners
New York
$540K +$6.49K +42 +1%
MFG
729
Mission Financial Group
Nevada
$540K +$344K +2,227 New
PA
730
Probity Advisors
Texas
$537K -$35.5K -230 -6%
BCM
731
Bayesian Capital Management
New York
$537K +$108K +700 +23%
WANY
732
Wealthspire Advisors (New York)
New York
$536K -$13.8K -89 -2%
CWM
733
Concentric Wealth Management
California
$535K +$4.63K +30 +0.8%
4WM
734
44 Wealth Management
Oregon
$534K -$115K -743 -17%
PFO
735
Pathstone Family Office
New Jersey
$532K -$259K -1,677 -31%
NIM
736
NuWave Investment Management
New Jersey
$532K +$278K +1,797 +96%
CA
737
Calton & Associates
Florida
$531K -$82.7K -535 -13%
SW
738
SteelPeak Wealth
California
$530K +$565K +3,655 New
MC
739
Moors & Cabot
Massachusetts
$529K +$36.6K +237 +7%
CIP
740
Convergence Investment Partners
Florida
$527K -$3.4K -22 -0.6%
PFGIA
741
Patriot Financial Group Insurance Agency
Massachusetts
$526K -$49.7K -322 -8%
CTC
742
Central Trust Company
Missouri
$524K -$747K -4,838 -57%
DMBA
743
Deseret Mutual Benefit Administrators
Utah
$524K -$72.9K -472 -12%
PA
744
Parallel Advisors
California
$522K -$140K -905 -20%
WWM
745
Western Wealth Management
Colorado
$517K +$550K +3,557 New
GTAM
746
Global Trust Asset Management
Florida
$511K – – –
MIM
747
Manitou Investment Management
Ontario, Canada
$508K – – –
JC
748
JBF Capital
Colorado
$508K +$46.3K +300 +9%
CAN
749
Cetera Advisor Networks
California
$507K -$64.6K -418 -11%
HC
750
Hamilton Capital
Ohio
$507K +$540K +3,495 New
28 29
30
31 32