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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
BPC
1501
Banque Pictet & Cie
Switzerland
$388K -$84.1K -378 -19%
WF
1502
WoodTrust Financial
Wisconsin
$388K – – –
BWM
1503
Bernard Wealth Management
Michigan
$388K – – –
RA
1504
Ruggaard & Associates
Ohio
$388K – – –
CWM
1505
Collaborative Wealth Management
Florida
$387K +$356K +1,598 New
HP
1506
Holistic Planning
Texas
$386K -$23.6K -106 -6%
MCM
1507
Monument Capital Management
Virginia
$386K +$16.3K +73 +5%
AAM
1508
Auxier Asset Management
Oregon
$385K +$354K +1,590 New
MHC
1509
May Hill Capital
Massachusetts
$384K +$8.01K +36 +2%
PCP
1510
Proficio Capital Partners
Massachusetts
$384K -$2K -9 -0.6%
MIM
1511
Marco Investment Management
Georgia
$384K – – –
FSA
1512
Fort Sheridan Advisors
Illinois
$384K +$5.57K +25 +2%
MWA
1513
Medallion Wealth Advisors
Connecticut
$381K +$223 +1 +0.1%
FFN
1514
Focus Financial Network
Minnesota
$380K +$9.57K +43 +3%
GFG
1515
Goldstone Financial Group
Illinois
$379K +$348K +1,564 New
GH
1516
GAM Holding
Switzerland
$379K -$58.8K -264 -14%
LPT
1517
Legacy Private Trust
Wisconsin
$378K +$71.5K +321 +26%
FBFS
1518
First Business Financial Services
Wisconsin
$377K -$89K -400 -20%
PP
1519
Patten & Patten
Tennessee
$377K – – –
KWM
1520
Keebeck Wealth Management
Illinois
$377K +$83.7K +376 +32%
RW
1521
RVW Wealth
California
$376K +$2.45K +11 +0.7%
SF
1522
Symphony Financial
Texas
$376K +$88.4K +397 +34%
BI
1523
Beckerman Institutional
New Jersey
$376K – – –
MHR
1524
Matthew Hamilton Rosenberg
$376K – – –
PWM
1525
Pines Wealth Management
North Carolina
$374K -$42.5K -191 -11%
59 60
61
62 63