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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1201
GeoWealth Management
Illinois
$756K -$4.23K -19 -0.6%
SMC
1202
Smith, Moore & Co
Missouri
$756K -$32.7K -147 -5%
RA
1203
Riversedge Advisors
Delaware
$753K +$113K +509 +20%
KCP
1204
Kera Capital Partners
California
$752K +$144K +647 +23%
RCA
1205
Resonant Capital Advisors
Wisconsin
$751K +$6.68K +30 +1%
PK
1206
Pflug Koory
Nebraska
$748K +$10.7K +48 +2%
CWM
1207
Chicago Wealth Management
Illinois
$747K – – –
WT
1208
Washington Trust
Rhode Island
$746K -$62.3K -280 -8%
QWM
1209
Quadcap Wealth Management
Texas
$744K -$19.4K -87 -3%
AWM
1210
Affinity Wealth Management
Delaware
$739K -$21.1K -95 -3%
ZF
1211
Zhang Financial
Michigan
$739K +$11.1K +50 +2%
MBT
1212
Montecito Bank & Trust
California
$739K +$1.78K +8 +0.3%
MCG
1213
McCollum Christoferson Group
New York
$739K +$679K +3,050 New
RIA
1214
Richwood Investment Advisors
Ohio
$735K -$56.8K -255 -7%
JCM
1215
J2 Capital Management
Michigan
$731K +$79.7K +358 +13%
CSI
1216
Cross Staff Investments
New York
$727K – – –
HFM
1217
Hartford Financial Management
Connecticut
$727K – – –
CWM
1218
Cornerstone Wealth Management
Missouri
$727K +$223 +1 +0%
NG
1219
Norden Group
Utah
$723K -$54.5K -245 -8%
PA
1220
Procyon Advisors
Connecticut
$723K +$362K +1,625 +120%
OWA
1221
One Wealth Advisors
California
$723K – – –
SP
1222
SmartHarvest Portfolios
Washington
$723K +$664K +2,981 New
CWS
1223
Cypress Wealth Services
California
$721K +$662K +2,974 New
FP
1224
Factorial Partners
New York
$716K – – –
IFWM
1225
Institute for Wealth Management
Colorado
$715K +$1.11K +5 +0.2%
47 48
49
50 51