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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
NCG
1776
Newport Capital Group
New Jersey
$246K +$1.11K +5 +0.5%
EW
1777
Elyxium Wealth
California
$245K +$225K +1,009 New
FWP
1778
Fiduciary Wealth Partners
Massachusetts
$244K -$14.2K -64 -6%
WG
1779
Wellington Group
Indiana
$244K +$224K +1,008 New
PWC
1780
Pathfinder Wealth Consulting
North Carolina
$244K +$224K +1,007 New
QWM
1781
QP Wealth Management
New Jersey
$244K +$224K +1,005 New
LC
1782
LCNB Corp
Ohio
$243K – – –
CC
1783
Cypress Capital
Tennessee
$243K +$223K +1,001 New
PWP
1784
Private Wealth Partners
California
$242K – – –
WAL
1785
W Advisors LLC
Tennessee
$242K +$445 +2 +0.2%
FFA
1786
Fragasso Financial Advisors
Pennsylvania
$242K -$4.01K -18 -2%
CCM
1787
Cohen Capital Management
California
$241K – – –
CWM
1788
Chesapeake Wealth Management
Virginia
$241K -$50.1K -225 -18%
PAA
1789
Peregrine Asset Advisers
Oregon
$241K -$8.03M -36,082 -97%
BHIA
1790
Birch Hill Investment Advisors
Massachusetts
$241K – – –
FAT
1791
First American Trust
California
$241K +$221K +993 New
PFM
1792
Patton Fund Management
Texas
$240K -$4.58M -20,581 -95%
MAG
1793
Meadowbrook Advisors Group
New Jersey
$240K +$221K +992 New
QPWM
1794
Quadrant Private Wealth Management
Pennsylvania
$240K +$221K +991 New
HWM
1795
Horizon Wealth Management
Illinois
$240K +$223 +1 +0.1%
AU
1796
AlphaGrep UK
$239K +$219K +985 New
NSG
1797
Nalls Sherbakoff Group
Tennessee
$238K -$8.68K -39 -4%
BFG
1798
Beacon Financial Group
Texas
$238K +$219K +983 New
AF
1799
Apollon Financial
South Carolina
$238K +$218K +981 New
EGWAG
1800
Elwood & Goetz Wealth Advisory Group
Georgia
$238K +$218K +980 New
70 71
72
73 74