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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
751
Lincoln National Corp
Pennsylvania
$234K -$46.9K -448 -16%
MWM
752
Marion Wealth Management
Pennsylvania
$233K – – –
SIA
753
SkyView Investment Advisors
New Jersey
$232K +$39.9K +381 +19%
AAS
754
Ameritas Advisory Services
Nebraska
$232K +$252K +2,410 New
EWM
755
Endurance Wealth Management
Rhode Island
$231K +$9.42K +90 +4%
TWC
756
TD Waterhouse Canada
Ontario, Canada
$230K +$41.8K +399 +23%
DA
757
Doliver Advisors
Texas
$228K -$28.5K -272 -10%
SL
758
Salomon & Ludwin
Virginia
$225K +$245K +2,338 New
OTL
759
Oak Thistle LLC
New York
$224K -$28.9K -276 -11%
CWP
760
Concord Wealth Partners
Virginia
$224K +$175K +1,676 +255%
SYBT
761
Stock Yards Bank & Trust
Kentucky
$224K – – –
PWPS
762
Pinnacle Wealth Planning Services
Ohio
$224K +$244K +2,328 New
WG
763
Welch Group
Alabama
$224K -$6.7K -64 -3%
CIA
764
Capital Investment Advisors
Georgia
$224K +$2.2K +21 +0.9%
TA
765
TruWealth Advisors
Louisiana
$223K +$2.09K +20 +0.9%
FWM
766
FFT Wealth Management
Pennsylvania
$223K +$4.71K +45 +2%
RBC
767
Romano Brothers & Co
Illinois
$223K – – –
PMG
768
ProVise Management Group
Florida
$222K +$242K +2,310 New
PCM
769
Prelude Capital Management
New York
$221K +$241K +2,299 New
PWM
770
Perigon Wealth Management
California
$219K -$19.9K -190 -8%
BHBT
771
Burke & Herbert Bank & Trust
Virginia
$217K – – –
KFP
772
KB Financial Partners
New Jersey
$213K +$18.7K +179 +9%
CA
773
Clearstead Advisors
Ohio
$212K -$64.2K -613 -22%
CLOS
774
Compagnie Lombard Odier SCmA
Switzerland
$212K – – –
SAI
775
Systematic Alpha Investments
New Jersey
$210K – – –
29 30
31
32 33