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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1626
Transamerica Financial Advisors
Florida
$311K +$78.1K +351 +38%
JWM
1627
Jupiter Wealth Management
Colorado
$310K +$111K +500 +50%
CWM
1628
Centric Wealth Management
Illinois
$310K +$445 +2 +0.1%
UAS
1629
United Asset Strategies
New York
$309K -$4.9K -22 -2%
CPW
1630
Cove Private Wealth
New York
$309K – – –
NAMP
1631
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$309K – – –
SWM
1632
SeaCrest Wealth Management
New York
$308K -$17.1K -77 -6%
MM
1633
MQS Management
New York
$308K +$283K +1,271 New
SCM
1634
Saxony Capital Management
Missouri
$308K – – –
KRW
1635
Kaufman Rossin Wealth
Florida
$308K +$668 +3 +0.2%
DMBA
1636
Deseret Mutual Benefit Administrators
Utah
$306K -$20.5K -92 -7%
LGF
1637
LGT Group Foundation
Liechtenstein
$306K +$279K +1,253 New
QPW
1638
Quantum Private Wealth
Florida
$305K – – –
CIP
1639
Convergence Investment Partners
Florida
$305K -$16.9K -76 -6%
BAS
1640
Breakthru Advisory Services
Wisconsin
$304K +$3.12K +14 +1%
RCM
1641
Requisite Capital Management
Texas
$303K -$795K -3,573 -74%
PCM
1642
Princeton Capital Management
New Jersey
$303K +$278K +1,250 New
SWM
1643
SHP Wealth Management
Massachusetts
$301K +$276K +1,242 New
RLH
1644
RD Lewis Holdings
Florida
$301K +$668 +3 +0.2%
1C
1645
111 Capital
France
$301K +$276K +1,242 New
AMG
1646
Advisors Management Group
Wisconsin
$301K +$276K +1,240 New
HI
1647
Human Investing
Oregon
$301K -$50.8K -228 -16%
TL
1648
Tradewinds LLC
North Carolina
$301K +$276K +1,241 New
LWM
1649
Lionshead Wealth Management
New York
$301K +$1.11K +5 +0.4%
WWM
1650
Westwood Wealth Management
California
$301K +$276K +1,240 New
64 65
66
67 68