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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
NWMP
2101
Noble Wealth Management PBC
Colorado
$2.41K +$2.3K +12 New
HHGA
2102
Halbert Hargrove Global Advisors
California
$2.21K +$2.1K +11 New
EC
2103
Elequin Capital
New York
$2.21K +$191 +1 +10%
KAM
2104
KEB Asset Management
Illinois
$2.21K +$2.1K +11 New
TBFA
2105
Three Bearings Fiduciary Advisors
New Hampshire
$2.01K – – –
BL
2106
BFSG LLC
California
$1.81K – – –
CWM
2107
Cranbrook Wealth Management
Michigan
$1.81K – – –
BIM
2108
Breakwater Investment Management
Washington
$1.81K +$1.72K +9 New
PIS
2109
POM Investment Strategies
North Carolina
$1.6K – – –
SA
2110
Seneschal Advisors
Washington
$1.6K – – –
KCM
2111
Key Capital Management
Tennessee
$1.4K – – –
LAM
2112
Lummis Asset Management
Texas
$1.4K +$1.34K +7 New
Q1WB
2113
Quest 10 Wealth Builders
Virginia
$1.36K – – –
MWM
2114
Mascoma Wealth Management
New Hampshire
$1.2K -$9.37K -49 -89%
KPP
2115
Kings Path Partners
Texas
$1.2K +$1.15K +6 New
MWM
2116
Mosley Wealth Management
California
$1.2K +$1.15K +6 New
SFCL
2117
Strengthening Families & Communities LLC
Massachusetts
$1.2K +$1.15K +6 New
B
2118
Bayban
Minnesota
$1K – – –
CCM
2119
Copeland Capital Management
Pennsylvania
$1K – – –
DF
2120
Downshift Financial
Colorado
$1K +$956 +5 New
NWM
2121
Navigoe Wealth Management
California
$1K +$1.34K +7 New
RPA
2122
Redwood Park Advisors
California
$803 – – –
SHIM
2123
Stone House Investment Management
Pennsylvania
$602 +$383 +2 +200%
MBFW
2124
Morton Brown Family Wealth
Pennsylvania
$602 +$574 +3 New
CI
2125
Cordant Inc
Oregon
$492 +$383 +2 New
83 84
85
86 87