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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
1076
Williams Jones Wealth Management
New York
$227K +$221K +1,274 New
LSA
1077
Leonteq Securities AG
Switzerland
$226K +$162K +938 +286%
QPW
1078
Quantum Private Wealth
Florida
$225K +$218K +1,259 New
CAL
1079
Capital Advisors Ltd
Ohio
$224K -$173 -1 -0.1%
FHA
1080
Flagship Harbor Advisors
Massachusetts
$224K +$217K +1,255 New
RCM
1081
Requisite Capital Management
Texas
$223K +$217K +1,252 New
CWM
1082
Chesapeake Wealth Management
Virginia
$222K +$216K +1,245 New
FWIA
1083
Fort Washington Investment Advisors
Ohio
$221K +$215K +1,241 New
LF
1084
LifePlan Financial
Minnesota
$220K +$214K +1,236 New
T
1085
TOBAM
France
$220K -$36.9K -213 -15%
LWM
1086
LJI Wealth Management
Indiana
$220K +$213K +1,233 New
OPA
1087
Old Port Advisors
Maine
$220K +$213K +1,232 New
DA
1088
Dover Advisors
Virginia
$219K +$213K +1,229 New
DWM
1089
Diversify Wealth Management
Utah
$218K +$216K +1,246 New
TPBG
1090
Turning Point Benefit Group
Maryland
$217K +$208K +1,201 New
CWG
1091
Cornerstone Wealth Group
North Carolina
$216K +$209K +1,209 New
CWG
1092
Crown Wealth Group
North Carolina
$215K +$209K +1,206 New
SMA
1093
Sage Mountain Advisors
Georgia
$214K -$32K -185 -13%
DOA
1094
D'Orazio & Associates
Virginia
$214K +$208K +1,202 New
CP
1095
Camelot Portfolios
Ohio
$214K +$208K +1,200 New
BMC
1096
Benin Management Corp
Connecticut
$213K +$207K +1,197 New
WCFA
1097
Walkner Condon Financial Advisors
Wisconsin
$213K +$206K +1,192 New
FNB
1098
Farmers National Bank
Kentucky
$212K +$206K +1,190 New
VWM
1099
Venturi Wealth Management
Texas
$212K +$29.4K +170 +17%
CCB
1100
Cutter & Co Brokerage
Missouri
$211K +$205K +1,185 New
42 43
44
45 46