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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
776
NewEdge Wealth
Pennsylvania
$419K +$182K +1,277 +84%
IAS
777
Insigneo Advisory Services
Florida
$416K +$27.1K +190 +7%
ZIG
778
Zullo Investment Group
Pennsylvania
$413K -$3.27K -23 -0.8%
PA
779
Prossimo Advisors
California
$410K +$9.26K +65 +2%
XF
780
XML Financial
Maryland
$410K -$3.42K -24 -0.9%
PCM
781
Pointe Capital Management
Michigan
$410K – – –
DAS
782
Diversify Advisory Services
Utah
$409K +$374K +2,624 New
VFP
783
Verus Financial Partners
Virginia
$407K +$570 +4 +0.1%
CPSAC
784
Chas P. Smith & Associates (CPS)
Florida
$405K -$7.69K -54 -2%
GSEP
785
Golden State Equity Partners
California
$401K +$164K +1,152 +75%
BCA
786
Bay Colony Advisors
Massachusetts
$400K – – –
FFA
787
Farther Finance Advisors
California
$400K +$35.2K +247 +10%
MCM
788
Manchester Capital Management
Vermont
$399K – – –
PWM
789
Perigon Wealth Management
California
$399K +$14.1K +99 +4%
VT
790
Vise Technologies
New York
$398K +$378K +2,658 New
SPI
791
Sutton Place Investors
New York
$398K +$3.7K +26 +1%
FWM
792
FFT Wealth Management
Pennsylvania
$398K +$3.7K +26 +1%
WPWM
793
Western Pacific Wealth Management
Illinois
$398K – – –
AL
794
Aspiriant LLC
California
$396K -$37.9K -266 -9%
EWA
795
EP Wealth Advisors
California
$391K +$372K +2,611 New
MBT
796
Montecito Bank & Trust
California
$389K -$13.7K -96 -4%
6F
797
626 Financial
Michigan
$388K – – –
STA
798
Summit Trail Advisors
New York
$388K -$73.8K -518 -17%
SB
799
Sunflower Bank
Texas
$386K -$3.56K -25 -1%
HC
800
Hara Capital
Washington
$384K -$8.54K -60 -2%
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