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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
QPW
1651
Quantum Private Wealth
Florida
$230K – – –
CGA
1652
Crescent Grove Advisors
Illinois
$230K +$75.1K +359 +40%
CP
1653
Canopy Partners
Ohio
$229K +$36K +172 +16%
LF
1654
Lantz Financial
Illinois
$229K +$20.7K +99 +9%
CA
1655
COFG Advisors
Illinois
$228K +$4.18K +20 +2%
OCWP
1656
Owl Creek Wealth Partners
Colorado
$227K +$260K +1,244 New
BMCM
1657
Bryn Mawr Capital Management
Pennsylvania
$226K +$19K +91 +8%
CPCM
1658
Cardinal Point Capital Management
Ontario, Canada
$226K +$62.8K +300 +32%
BBA
1659
Baader Bank Aktiengesellschaft
Germany
$226K -$625K -2,989 -71%
LWM
1660
Lionshead Wealth Management
New York
$225K -$837 -4 -0.3%
WPA
1661
West Paces Advisors
Georgia
$225K – – –
FB
1662
First Bancorp
Maine
$225K – – –
WPC
1663
Waters Parkerson & Co
Louisiana
$225K +$9.2K +44 +4%
JCM
1664
Jacobsen Capital Management
Utah
$225K -$28.2K -135 -10%
LWM
1665
LJI Wealth Management
Indiana
$225K – – –
RLIM
1666
Red Lighthouse Investment Management
New York
$225K +$258K +1,232 New
HI
1667
Human Investing
Oregon
$225K -$2.3K -11 -0.9%
OPA
1668
Old Port Advisors
Maine
$223K +$209 +1 +0.1%
WP
1669
WealthShield Partners
North Carolina
$223K +$256K +1,224 New
OC
1670
Oakworth Capital
Alabama
$223K – – –
OFW
1671
Omnia Family Wealth
Florida
$223K +$11.7K +56 +5%
CC
1672
Cypress Capital
Tennessee
$221K +$43.5K +208 +21%
PWA
1673
Primoris Wealth Advisors
Florida
$220K – – –
NEWAS
1674
N.E.W. Advisory Services
Wisconsin
$220K +$3.35K +16 +1%
PWP
1675
Ponta Wealth Partners
Florida
$219K +$36.2K +173 +17%
65 66
67
68 69