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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PWW
1051
Pettyjohn Wood & White
Virginia
$813K -$41.8K -200 -4%
MWM
1052
Mission Wealth Management
California
$810K -$41K -196 -4%
BL
1053
Balentine LLC
Georgia
$809K -$1.67K -8 -0.2%
OQS
1054
Occudo Quantitative Strategies
Florida
$808K +$884K +4,225 New
OIA
1055
OneDigital Investment Advisors
Kansas
$807K -$349K -1,669 -27%
LS
1056
Livforsakringsbolaget Skandia
Sweden
$806K – – –
OHWP
1057
Oak Harbor Wealth Partners
North Carolina
$805K +$2.51K +12 +0.3%
SDWIA
1058
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$804K – – –
OA
1059
Oasis Advisors
Iowa
$797K +$913K +4,365 New
EFS
1060
Essex Financial Services
Connecticut
$796K -$77.6K -371 -8%
SACTSONJ
1061
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$785K -$998K -4,771 -53%
SW
1062
Simplicity Wealth
New Jersey
$782K -$10.9K -52 -1%
PWM
1063
Power Wealth Management
Georgia
$781K -$237K -1,133 -21%
FFA
1064
First Foundation Advisors
California
$781K +$138K +662 +18%
FCM
1065
FJ Capital Management
Virginia
$780K +$645K +3,084 +259%
SB
1066
Sunflower Bank
Texas
$776K -$12.8K -61 -1%
CI
1067
CX Institutional
Indiana
$776K -$628 -3 -0.1%
7WCP
1068
71 West Capital Partners
Massachusetts
$774K +$206K +987 +30%
PWA
1069
Pitcairn Wealth Advisors
Pennsylvania
$772K – – –
GS
1070
GTS Securities
Florida
$771K -$979K -4,679 -53%
QWP
1071
Quotient Wealth Partners
Texas
$767K +$7.95K +38 +0.9%
NWAG
1072
Net Worth Advisory Group
Utah
$767K -$38.1K -182 -4%
GFP
1073
Gryphon Financial Partners
Ohio
$766K -$39.7K -190 -4%
FFP
1074
FourThought Financial Partners
Florida
$763K -$16.9K -81 -2%
C
1075
Certuity
Florida
$762K -$164K -784 -16%
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