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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1501
Centric Wealth Management
Illinois
$279K +$250K +1,339 New
A
1502
AlphaQuest
New York
$279K +$122K +652 +99%
FTC
1503
Farmers Trust Company
Ohio
$279K +$244K +1,309 New
PWP
1504
Principle Wealth Partners
Connecticut
$278K +$243K +1,304 New
PAM
1505
Paradigm Asset Management
New York
$277K +$243K +1,304 New
CWP
1506
Capital Wealth Planning
Florida
$277K – – –
NCFG
1507
New Century Financial Group
New Jersey
$276K +$242K +1,297 New
NB
1508
Northwest Bancshares
Pennsylvania
$275K +$241K +1,293 New
WPC
1509
Waters Parkerson & Co
Louisiana
$275K +$241K +1,291 New
RPSA
1510
Richard P. Slaughter Associates
Texas
$274K – – –
RS
1511
R Squared
Hong Kong
$274K +$241K +1,290 New
MMHP
1512
Murphy Middleton Hinkle & Parker
Georgia
$274K – – –
JFGLC
1513
Johnson Financial Group LLC (Colorado)
Colorado
$273K -$113K -608 -32%
IP
1514
Isthmus Partners
Wisconsin
$273K +$239K +1,282 New
PL
1515
Plancorp LLC
Missouri
$272K +$238K +1,278 New
OPPS
1516
Obsidian Personal Planning Solutions
Maryland
$271K +$238K +1,275 New
CPW
1517
Cove Private Wealth
New York
$271K +$238K +1,274 New
NAMP
1518
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$271K +$238K +1,274 New
AFGAS
1519
Allegiance Financial Group Advisory Services
Virginia
$271K +$238K +1,273 New
EL
1520
EWA LLC
Pennsylvania
$268K +$235K +1,262 New
GWANC
1521
Guardian Wealth Advisors (North Carolina)
North Carolina
$268K +$235K +1,261 New
QPW
1522
Quantum Private Wealth
Florida
$268K – – –
ICP
1523
Impact Capital Partners
Colorado
$268K +$235K +1,259 New
DC
1524
Diametric Capital
Massachusetts
$267K +$235K +1,257 New
LTAS
1525
Linden Thomas Advisory Services
North Carolina
$267K -$64.9K -348 -22%
59 60
61
62 63