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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
1551
United Asset Strategies
New York
$276K -$7.44K -34 -3%
NB
1552
Northwest Bancshares
Pennsylvania
$275K – – –
SWM
1553
SeaCrest Wealth Management
New York
$274K -$50.4K -230 -15%
JFGLC
1554
Johnson Financial Group LLC (Colorado)
Colorado
$273K – – –
SW
1555
SlateStone Wealth
Florida
$273K +$54.9K +251 +24%
SLWA
1556
San Luis Wealth Advisors
California
$273K +$281K +1,284 New
MIC
1557
Means Investment Company
Maine
$271K +$279K +1,276 New
SP
1558
Symmetry Partners
Connecticut
$271K +$40.3K +184 +17%
CPW
1559
Cove Private Wealth
New York
$271K – – –
NAMP
1560
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$271K – – –
OFO
1561
OneAscent Family Office
Alabama
$270K -$25.6K -117 -8%
SCM
1562
Saxony Capital Management
Missouri
$270K +$37.9K +173 +16%
ICP
1563
Impact Capital Partners
Colorado
$270K +$2.19K +10 +0.8%
KRW
1564
Kaufman Rossin Wealth
Florida
$269K +$15.3K +70 +6%
BOM
1565
Bank of Marin
California
$269K +$21.9K +100 +9%
QPW
1566
Quantum Private Wealth
Florida
$268K – – –
TPBG
1567
Turning Point Benefit Group
Maryland
$267K +$21.7K +99 +9%
FB
1568
First Bancorp
Maine
$267K – – –
PWP
1569
Principle Wealth Partners
Connecticut
$265K -$13.1K -60 -5%
LTAS
1570
Linden Thomas Advisory Services
North Carolina
$264K -$2.85K -13 -1%
FWIA
1571
Fort Washington Investment Advisors
Ohio
$264K -$34.6K -158 -11%
BAS
1572
Breakthru Advisory Services
Wisconsin
$264K +$272K +1,241 New
CWA
1573
Consilio Wealth Advisors
Washington
$264K +$3.94K +18 +1%
LPT
1574
Legacy Private Trust
Wisconsin
$263K -$16.4K -75 -6%
LWM
1575
Lionshead Wealth Management
New York
$263K +$270K +1,235 New
61 62
63
64 65