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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1051
Financial Management Professionals
Texas
$20K +$16.3K +100 +476%
FRA
1052
Front Row Advisors
California
$18K – – –
GCM
1053
Gables Capital Management
Florida
$18K – – –
HR
1054
Howe & Rusling
New York
$18K – – –
LB
1055
Legacy Bridge
Iowa
$18K – – –
RA
1056
Resolute Advisors
California
$18K – – –
LFG
1057
Larson Financial Group
Missouri
$18K +$163 +1 +0.9%
WQ
1058
Wealth Quarterback
New Jersey
$17K -$4.08K -25 -20%
LCM
1059
Logan Capital Management
Pennsylvania
$16K – – –
PCFFS
1060
Pacific Center for Financial Services
California
$16K – – –
RMC
1061
Resources Management Corp
Connecticut
$16K – – –
AW
1062
Alaethes Wealth
Nevada
$15K – – –
SIS
1063
Sound Income Strategies
Florida
$15K – – –
JMF
1064
Johnson Midwest Financial
Iowa
$14K -$338K -2,070 -96%
ATC
1065
Adirondack Trust Company
New York
$14K – – –
AWMS
1066
Advocacy Wealth Management Services
Georgia
$14K – – –
CCA
1067
Column Capital Advisors
Indiana
$14K – – –
OC
1068
Oakworth Capital
Alabama
$14K – – –
GKWIM
1069
Gerber Kawasaki Wealth & Investment Management
California
$14K +$14.5K +89 New
IWP
1070
IAG Wealth Partners
Wisconsin
$13K – – –
VCM
1071
Versant Capital Management
Arizona
$12K -$10.6K -65 -47%
SIAP
1072
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K -$1.3K -8 -10%
CAL
1073
Capital Advisors Ltd
Ohio
$12K – – –
CAM
1074
ClariVest Asset Management
California
$12K +$6.85K +42 +135%
LF
1075
Lee Financial
Texas
$12K +$7.34K +45 +145%
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