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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
NMG
1326
New Millennium Group
Utah
$3.39K – – –
NSIM
1327
North Star Investment Management
Illinois
$3.39K – – –
RTL
1328
Red Tortoise LLC
Georgia
$3.39K – – –
CSWM
1329
Cassady Schiller Wealth Management
Ohio
$3.39K +$3.29K +19 New
CF
1330
Conquis Financial
California
$3.39K +$3.29K +19 New
SC
1331
Stance Capital
Massachusetts
$3.29K +$3.12K +18 New
CPG
1332
Cornerstone Planning Group
New Jersey
$3.24K +$519 +3 +23%
CIAS
1333
CBIZ Investment Advisory Services
Ohio
$3.21K +$3.12K +18 New
DSC
1334
Duncker Streett & Co
Missouri
$3.21K +$3.12K +18 New
HBW
1335
Hazlett, Burt & Watson
West Virginia
$3K – – –
BWL
1336
Bogart Wealth LLC
Virginia
$2.85K – – –
APW
1337
Aventura Private Wealth
Florida
$2.85K +$2.77K +16 New
RS
1338
Rakuten Securities
Japan
$2.67K +$866 +5 +50%
BHWM
1339
Beaird Harris Wealth Management
Texas
$2.14K – – –
FDCP
1340
Foster Dykema Cabot & Partners
Massachusetts
$1.78K – – –
KFI
1341
Key Financial Inc
Pennsylvania
$1.78K – – –
OSNBOA
1342
Old Second National Bank of Aurora
Illinois
$1.78K +$1.73K +10 New
NL
1343
NVWM LLC
Pennsylvania
$1.6K – – –
RWM
1344
Ruedi Wealth Management
Illinois
$1.6K – – –
WW
1345
Winnow Wealth
Texas
$1.43K +$1.56K +9 New
BFPW
1346
BOK Financial Private Wealth
Colorado
$1.43K +$1.39K +8 New
PWA
1347
Principia Wealth Advisory
Texas
$1.43K +$1.39K +8 New
CTWM
1348
Cherry Tree Wealth Management
Minnesota
$1.34K – – –
FWM
1349
FLP Wealth Management
Arkansas
$1.25K +$1.21K +7 New
LWANC
1350
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.07K – – –
52 53
54
55 56