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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2101
PFS Partners
New Jersey
$19.9K +$18.3K +82 New
SC
2102
Steph & Co
Wisconsin
$19.6K – – –
NECFA
2103
New England Capital Financial Advisors
Connecticut
$19.5K +$223 +1 +1%
MGI
2104
Miller Global Investments
Texas
$19.1K +$17.6K +79 New
HHCP
2105
Hilton Head Capital Partners
South Carolina
$18.4K +$16.9K +76 New
PWMG
2106
Prestige Wealth Management Group
New Jersey
$18.2K -$445 -2 -3%
SFAM
2107
Sawyer Falduto Asset Management
Illinois
$18.2K +$16.7K +75 New
BAM
2108
Byrne Asset Management
New Jersey
$17.7K – – –
JFG
2109
JDM Financial Group
Texas
$17.4K – – –
NWS
2110
Nvest Wealth Strategies
Ohio
$17.2K +$15.8K +71 New
CFM
2111
Cornerstone Financial Management
Massachusetts
$17K +$15.6K +70 New
BHWM
2112
Beaird Harris Wealth Management
Texas
$16.9K -$44.5K -200 -74%
DF
2113
DecisionPoint Financial
Arizona
$16.5K +$13.6K +61 +871%
GFA
2114
Godfrey Financial Associates
New York
$15.7K +$14.5K +65 New
MWM
2115
Mascoma Wealth Management
New Hampshire
$15.5K +$2K +9 +16%
QL
2116
Quarry LP
New York
$15K -$317K -1,422 -96%
TCM
2117
Triumph Capital Management
Colorado
$15K +$13.8K +62 New
CWP
2118
Clark Wealth Partners
Illinois
$14.8K – – –
GWSA
2119
Global Wealth Strategies & Associates
Colorado
$14.5K – – –
LWANC
2120
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.5K +$13.4K +60 New
LWM
2121
Lodestone Wealth Management
Washington
$13.9K +$12.7K +57 New
AP
2122
Aspect Partners
Virginia
$13.8K +$890 +4 +8%
CW
2123
Curio Wealth
Maryland
$13.7K +$445 +2 +4%
EFMH
2124
E Fund Management (HK)
Hong Kong
$13.6K +$12.7K +57 +1,425%
JFA
2125
JNBA Financial Advisors
Minnesota
$12.8K +$1.56K +7 +15%
83 84
85
86 87