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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1401
Waldron Private Wealth
Pennsylvania
$373K -$1.53K -7 -0.4%
OWCM
1402
One Wealth Capital Management
Arizona
$371K +$26.1K +119 +7%
PWM
1403
Pines Wealth Management
North Carolina
$369K -$35.2K -161 -8%
MWM
1404
MinichMacGregor Wealth Management
New York
$369K +$379K +1,733 New
FBT
1405
First Bank & Trust
South Dakota
$368K – – –
PIA
1406
Pinion Investment Advisors
Kansas
$367K -$3.94K -18 -1%
OL
1407
OneFund LLC
Florida
$367K +$13.8K +63 +4%
CWM
1408
Centurion Wealth Management
Virginia
$366K +$114K +520 +43%
AIM
1409
Advyzon Investment Management
Illinois
$366K +$377K +1,720 New
SSG
1410
Summit Securities Group
New York
$365K +$222K +1,016 +145%
PT
1411
Plimoth Trust
Massachusetts
$363K -$5.47K -25 -1%
BWA
1412
Burt Wealth Advisors
Maryland
$362K – – –
NI
1413
Natural Investments
California
$362K -$9.2K -42 -2%
HP
1414
Holistic Planning
Texas
$361K +$438 +2 +0.1%
WAP
1415
Wealthcare Advisory Partners
Pennsylvania
$361K -$32K -146 -8%
SFA
1416
Spectrum Financial Alliance
Kentucky
$358K -$51.9K -237 -12%
CCG
1417
Cypress Capital Group
Florida
$356K – – –
HP
1418
Hilltop Partners
Indiana
$356K – – –
FMI
1419
F/M Investments
District of Columbia
$353K – – –
FH
1420
FWG Holdings
Florida
$353K -$65.7K -300 -16%
PJWM
1421
Philip James Wealth Mangement
Georgia
$352K -$53.4K -244 -13%
RFA
1422
Resurgent Financial Advisors
Georgia
$351K +$1.53K +7 +0.4%
CLOS
1423
Compagnie Lombard Odier SCmA
Switzerland
$351K – – –
IRP
1424
Investment Research Partners
Pennsylvania
$350K +$351K +1,603 New
AWM
1425
Ariadne Wealth Management
California
$350K -$12.7K -58 -3%
55 56
57
58 59