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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
876
RWA Wealth Partners
Massachusetts
$4K +$3.78K +38 New
AIM
877
Assured Investment Management
New York
$3K -$56.3K -566 -94%
AF
878
Allworth Financial
California
$3K – – –
GBBWRPM
879
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3K – – –
ME
880
McIlrath & Eck
Washington
$3K – – –
FRA
881
Front Row Advisors
California
$3K +$2.69K +27 New
MIFH
882
Migdal Insurance & Financial Holdings
Israel
$3K +$3.29K +33 New
OBWP
883
O'Brien Wealth Partners
Massachusetts
$3K +$3.29K +33 New
SLF
884
Sun Life Financial
Ontario, Canada
$2.22K -$84.6K -850 -80%
AWA
885
Acorn Wealth Advisors
Michigan
$2K – – –
GI
886
Gradient Investments
Minnesota
$2K – – –
TCM
887
Tradewinds Capital Management
Washington
$2K – – –
DWA
888
Divergent Wealth Advisors
Utah
$2K +$1.89K +19 New
CPA
889
Clear Perspective Advisors
Illinois
$2K +$1.99K +20 New
RA
890
Rational Advisors
New York
$2K +$1.99K +20 New
AAM
891
Advisors Asset Management
Colorado
$1K – – –
AWM
892
Avior Wealth Management
Nebraska
$1K – – –
NR
893
Newfound Research
Massachusetts
$1K +$100 +1 +10%
FGC
894
Financial Gravity Companies
Texas
$1K +$896 +9 +180%
FGAM
895
Financial Gravity Asset Management
Texas
$1K +$1.39K +14 New
WCM
896
Wedge Capital Management
North Carolina
– -$35.1M -352,208 Closed
DP
897
DSAM Partners
United Kingdom
– -$24.9M -249,933 Closed
ELC
898
Edgar Lomax Company
Virginia
– -$21.1M -212,219 Closed
BCM
899
BlueCrest Capital Management
Jersey
– -$18.8M -188,670 Closed
BCPEM
900
Bain Capital Public Equity Management
Massachusetts
– -$11.9M -119,210 Closed
34 35
36
37 38