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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
T
976
TOBAM
France
$217K +$111K +780 +117%
CA
977
Commerzbank Aktiengesellschaft
Germany
$217K +$205K +1,443 New
PWG
978
Portside Wealth Group
Utah
$217K +$206K +1,449 New
GCAC
979
Guardian Capital Advisors (Canada)
Ontario, Canada
$217K -$7.12K -50 -3%
MA
980
Montag & Associates
Georgia
$216K -$2.99M -21,006 -94%
CT
981
Caldwell Trust
Florida
$215K -$7.97K -56 -4%
MCM
982
Marathon Capital Management
Maryland
$215K +$204K +1,434 New
ECG
983
Edge Capital Group
Georgia
$215K +$204K +1,433 New
EFG
984
Ethos Financial Group
Pennsylvania
$214K +$203K +1,428 New
TA
985
TFB Advisors
Kansas
$214K +$203K +1,429 New
DBRC
986
D.B. Root & Company
Pennsylvania
$214K -$11.4K -80 -5%
IFG
987
Independent Financial Group
California
$214K -$53.5K -376 -21%
AAS
988
Ameritas Advisory Services
Nebraska
$213K -$141K -987 -41%
PI
989
PFG Investments
New York
$212K -$11.2K -79 -5%
4WM
990
44 Wealth Management
Oregon
$212K +$195K +1,372 New
ASG
991
Ariston Services Group
California
$211K +$201K +1,412 New
RW
992
RVW Wealth
California
$210K +$200K +1,404 New
SPA
993
Sherbrooke Park Advisers
New York
$210K -$356K -2,500 -64%
TPWA
994
Twin Peaks Wealth Advisors
California
$210K -$12.4K -87 -6%
HWA
995
Heartwood Wealth Advisors
Virginia
$209K -$43.4K -305 -18%
BIG
996
Brooklyn Investment Group
New York
$208K +$198K +1,390 New
TW
997
Traveka Wealth
California
$208K +$198K +1,389 New
SMA
998
Sage Mountain Advisors
Georgia
$208K -$37.9K -266 -16%
HI
999
Human Investing
Oregon
$206K +$196K +1,377 New
CFP
1000
Catalyst Financial Partners
Massachusetts
$206K +$196K +1,374 New
38 39
40
41 42