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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PIFP
926
Partners in Financial Planning
Virginia
$233K – – –
FMI
927
F/M Investments
District of Columbia
$233K +$236K +1,680 New
JSW
928
Journey Strategic Wealth
New Jersey
$232K +$235K +1,673 New
AA
929
Advisory Alpha
Michigan
$229K -$7.16K -51 -3%
SMA
930
Sage Mountain Advisors
Georgia
$229K -$2.67K -19 -1%
OWA
931
One Wealth Advisors
California
$229K +$238K +1,695 New
CLOS
932
Compagnie Lombard Odier SCmA
Switzerland
$228K – – –
QT
933
Quantbot Technologies
New York
$228K +$231K +1,650 New
SRL
934
Scientech Research LLC
New Jersey
$228K +$231K +1,649 New
SS
935
Sunbelt Securities
Texas
$228K +$92.7K +661 +67%
EWA
936
Exencial Wealth Advisors
Oklahoma
$228K +$10.5K +75 +5%
HP
937
Hilltop Partners
Indiana
$226K – – –
FCA
938
FinTrust Capital Advisors
South Carolina
$226K +$173K +1,231 +309%
EFS
939
Essex Financial Services
Connecticut
$225K +$44.3K +316 +23%
CAL
940
Capital Advisors Ltd
Ohio
$224K +$842 +6 +0.4%
WF
941
WoodTrust Financial
Wisconsin
$223K -$2.95K -21 -1%
DA
942
Denali Advisors
California
$222K -$351K -2,500 -61%
RA
943
Ruggaard & Associates
Ohio
$222K – – –
MFIM
944
Mesirow Financial Investment Management
Illinois
$221K -$561 -4 -0.2%
FFO
945
Fiduciary Family Office
Florida
$221K -$5.75K -41 -3%
WCFA
946
Walkner Condon Financial Advisors
Wisconsin
$220K -$45.6K -325 -17%
HI
947
Humankind Investments
New York
$220K +$223K +1,589 New
OWMIAS
948
One Wealth Management Investment & Advisory Services
Florida
$220K -$22.2K -158 -9%
MCC
949
Money Concepts Capital
Florida
$220K -$5.75K -41 -3%
GM
950
GeoWealth Management
Illinois
$219K +$52.7K +376 +31%
36 37
38
39 40