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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
2101
TFC Financial Management
Massachusetts
$20K – – –
NWM
2102
Navigoe Wealth Management
California
$20K – – –
PP
2103
PFS Partners
New Jersey
$19.9K +$18.3K +82 New
SC
2104
Steph & Co
Wisconsin
$19.6K – – –
NECFA
2105
New England Capital Financial Advisors
Connecticut
$19.5K +$223 +1 +1%
MGI
2106
Miller Global Investments
Texas
$19.1K +$17.6K +79 New
HHCP
2107
Hilton Head Capital Partners
South Carolina
$18.4K +$16.9K +76 New
PWMG
2108
Prestige Wealth Management Group
New Jersey
$18.2K -$445 -2 -3%
SFAM
2109
Sawyer Falduto Asset Management
Illinois
$18.2K +$16.7K +75 New
BAM
2110
Byrne Asset Management
New Jersey
$17.7K – – –
JFG
2111
JDM Financial Group
Texas
$17.4K – – –
NWS
2112
Nvest Wealth Strategies
Ohio
$17.2K +$15.8K +71 New
CFM
2113
Cornerstone Financial Management
Massachusetts
$17K +$15.6K +70 New
WAU
2114
Wellington-Altus USA
Manitoba, Canada
$17K +$15.6K +70 New
BHWM
2115
Beaird Harris Wealth Management
Texas
$16.9K -$44.5K -200 -74%
DF
2116
DecisionPoint Financial
Arizona
$16.5K +$13.6K +61 +871%
GFA
2117
Godfrey Financial Associates
New York
$15.7K +$14.5K +65 New
MWM
2118
Mascoma Wealth Management
New Hampshire
$15.5K +$2K +9 +16%
QL
2119
Quarry LP
New York
$15K -$317K -1,422 -96%
TCM
2120
Triumph Capital Management
Colorado
$15K +$13.8K +62 New
CWP
2121
Clark Wealth Partners
Illinois
$14.8K – – –
GWSA
2122
Global Wealth Strategies & Associates
Colorado
$14.5K – – –
LWANC
2123
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.5K +$13.4K +60 New
LWM
2124
Lodestone Wealth Management
Washington
$13.9K +$12.7K +57 New
AP
2125
Aspect Partners
Virginia
$13.8K +$890 +4 +8%
83 84
85
86 87