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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1376
Winnow Wealth
Texas
$2.15K +$567 +3 +33%
MSWA
1377
Marshall & Sterling Wealth Advisors
New York
$1.79K +$1.89K +10 New
KFI
1378
Key Financial Inc
Pennsylvania
$1.79K – – –
NL
1379
NVWM LLC
Pennsylvania
$1.61K – – –
RWM
1380
Ruedi Wealth Management
Illinois
$1.61K – – –
GP
1381
Greenline Partners
New York
$1.61K +$1.7K +9 New
BHWM
1382
Bay Harbor Wealth Management
Maryland
$1.61K +$1.7K +9 New
BFS
1383
Bare Financial Services
Pennsylvania
$1.43K +$1.51K +8 New
CTWM
1384
Cherry Tree Wealth Management
Minnesota
$1.34K – – –
DI
1385
DAGCO Inc
Ohio
$1.25K +$1.32K +7 New
BMC
1386
Bear Mountain Capital
Washington
$1.1K +$1.13K +6 New
LWANC
1387
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.08K – – –
PWM
1388
Parkworth Wealth Management
California
$1.08K +$189 +1 +20%
1IA
1389
1620 Investment Advisors
Massachusetts
$992 – – –
CAIM
1390
Catherine Avery Investment Management
Florida
$897 +$944 +5 New
HIA
1391
HFM Investment Advisors
New Jersey
$718 +$756 +4 New
Q1WB
1392
Quest 10 Wealth Builders
Virginia
$681 +$756 +4 New
HHGA
1393
Halbert Hargrove Global Advisors
California
$630 +$756 +4 New
CA
1394
Crewe Advisors
Utah
$538 – – –
BI
1395
Binnacle Investments
Iowa
$538 +$567 +3 New
SFA
1396
Semmax Financial Advisors
North Carolina
$376 +$378 +2 New
RAM
1397
Riggs Asset Management
Pennsylvania
$359 – – –
CW
1398
Curio Wealth
Maryland
$357 +$189 +1 New
NCM
1399
Northwest Capital Management
Oregon
$281 – – –
SFCL
1400
Strengthening Families & Communities LLC
Massachusetts
$180 +$189 +1 New
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