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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1901
Logan Capital Management
Pennsylvania
$21.3K – – –
AIA
1902
Aventus Investment Advisors
Florida
$21.3K +$21.9K +100 New
EPAM
1903
Evelyn Partners Asset Management
$21K +$21.7K +99 New
BCM
1904
Boreal Capital Management
Florida
$20.6K +$21.2K +97 New
GWP
1905
Gen-Wealth Partners
Michigan
$20.4K – – –
SHM
1906
Sagard Holdings Management
Ontario, Canada
$19.8K – – –
ACA
1907
American Capital Advisory
Idaho
$19.3K – – –
GCM
1908
Gables Capital Management
Florida
$19.1K – – –
NWM
1909
Navigoe Wealth Management
California
$18K +$18.8K +86 New
DIP
1910
DT Investment Partners
Pennsylvania
$17.9K +$18.4K +84 New
TFM
1911
TFC Financial Management
Massachusetts
$17.6K – – –
SC
1912
Steph & Co
Wisconsin
$17.2K +$17.7K +81 New
NECFA
1913
New England Capital Financial Advisors
Connecticut
$17.1K – – –
BI
1914
Binnacle Investments
Iowa
$17K +$4.82K +22 +38%
PWMG
1915
Prestige Wealth Management Group
New Jersey
$16.4K +$5.04K +23 +43%
CAC
1916
Core Alternative Capital
Georgia
$15.9K -$438 -2 -3%
BAM
1917
Byrne Asset Management
New Jersey
$15.5K – – –
JFG
1918
JDM Financial Group
Texas
$15.3K – – –
CWP
1919
Clark Wealth Partners
Illinois
$14.8K -$438 -2 -3%
MAM
1920
Marquette Asset Management
Minnesota
$14.2K +$14.7K +67 New
GWSA
1921
Global Wealth Strategies & Associates
Colorado
$12.8K -$3.28K -15 -20%
MWM
1922
Mascoma Wealth Management
New Hampshire
$11.7K – – –
CW
1923
Curio Wealth
Maryland
$11.3K -$438 -2 -4%
AP
1924
Aspect Partners
Virginia
$11.3K +$4.38K +20 +61%
HHGA
1925
Halbert Hargrove Global Advisors
California
$11.1K +$8.76K +40 +333%
75 76
77
78 79