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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
951
MinichMacGregor Wealth Management
New York
$9.04K +$9.54K +97 New
MUMSS
952
Mitsubishi UFJ Morgan Stanley Securities
Japan
$9K -$9.83K -100 -50%
JWA
953
JFS Wealth Advisors
Pennsylvania
$8.92K +$2.75K +28 +41%
GIS
954
Grayhawk Investment Strategies
Alberta, Canada
$8.64K – – –
SWA
955
SOA Wealth Advisors
New York
$8.56K -$393 -4 -4%
HWMA
956
Heritage Wealth Management (Arizona)
Arizona
$8.37K +$6.69K +68 +309%
ATC
957
Adirondack Trust Company
New York
$8.37K – – –
JMF
958
Johnson Midwest Financial
Iowa
$8K – – –
CA
959
Crewe Advisors
Utah
$8K -$7.37K -75 -47%
LF
960
Lee Financial
Texas
$7.81K -$492 -5 -6%
BIA
961
Bell Investment Advisors
California
$7.53K +$4.62K +47 +138%
IGWM
962
ICA Group Wealth Management
Colorado
$7.44K +$7.87K +80 New
BWM
963
Baystate Wealth Management
Massachusetts
$7K – – –
MWC
964
MBM Wealth Consultants
Missouri
$7K – – –
IWP
965
IAG Wealth Partners
Wisconsin
$6.97K -$1.28K -13 -15%
RFG
966
RFP Financial Group
Georgia
$6.69K +$7.08K +72 New
CAM
967
ClariVest Asset Management
California
$6K – – –
CMP
968
Coston McIsaac & Partners
Maine
$6K – – –
AWM
969
Abound Wealth Management
Tennessee
$5.77K -$2.56K -26 -30%
VCM
970
Versant Capital Management
Arizona
$5.58K -$787 -8 -12%
MFT
971
Moisand Fitzgerald Tamayo
Florida
$5.58K +$5.9K +60 New
AWM
972
Activest Wealth Management
Florida
$5.39K – – –
LSA
973
Lansing Street Advisors
Pennsylvania
$5.3K +$5.6K +57 New
CWC
974
Carolinas Wealth Consulting
North Carolina
$5.02K +$3.05K +31 +135%
FMP
975
Financial Management Professionals
Texas
$5K – – –
37 38
39
40 41