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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
726
Dynasty Wealth Management
Florida
$3.25M +$370K +1,660 +14%
SAM
727
Smartleaf Asset Management
Massachusetts
$3.22M +$441K +1,983 +18%
IWC
728
Integrated Wealth Concepts
Massachusetts
$3.21M -$5.8M -26,063 -66%
IFG
729
Independent Financial Group
California
$3.19M -$63.7K -286 -2%
EBWM
730
Eagle Bluffs Wealth Management
Missouri
$3.18M +$36.3K +163 +1%
KF
731
Krilogy Financial
Missouri
$3.16M +$1.76M +7,892 +122%
UB
732
UMB Bank
Missouri
$3.15M +$75.2K +338 +3%
SFS
733
Sowell Financial Services
Arkansas
$3.14M -$4.9K -22 -0.2%
SM
734
Salzhauer Michael
$3.12M -$364K -1,636 -11%
LCM
735
Legato Capital Management
California
$3.07M – – –
SC
736
Syon Capital
California
$3.07M +$272K +1,224 +11%
DSC
737
Duncker Streett & Co
Missouri
$3.05M – – –
KIM
738
Kestra Investment Management
Texas
$3.02M +$210K +944 +8%
TCM
739
Twin Capital Management
Pennsylvania
$3.01M -$17.6K -79 -0.6%
RFC
740
Regions Financial Corp
Alabama
$3.01M -$103K -463 -4%
PWS
741
Peloton Wealth Strategists
Indiana
$2.97M -$14.5K -65 -0.5%
AWA
742
Aaron Wealth Advisors
Illinois
$2.94M +$375K +1,684 +16%
VSQM
743
V-Square Quantitative Management
Illinois
$2.94M -$249K -1,119 -8%
CCP
744
Carmel Capital Partners
California
$2.91M +$1.07M +4,789 +66%
CP
745
Cumberland Partners
Ontario, Canada
$2.91M +$1M +4,500 +60%
VRM
746
Vectors Research Management
New York
$2.89M -$3.12K -14 -0.1%
PCA
747
Peddock Capital Advisors
Massachusetts
$2.89M -$71.9K -323 -3%
VCM
748
Vision Capital Management
Oregon
$2.88M -$47.6K -214 -2%
ZCP
749
Z3 Capital Partners
Virginia
$2.85M +$2.61M +11,744 New
CPC
750
Consolidated Planning Corp
Georgia
$2.83M +$228K +1,022 +10%
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