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Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
1826
Evelyn V. Moreno
$229K – – –
QC
1827
Quent Capital
New York
$229K +$26.2K +341 +13%
LCM
1828
LCM Capital Management
Illinois
$228K -$2.15K -28 -0.9%
SPWM
1829
Schrum Private Wealth Management
Florida
$228K – – –
VNB
1830
Virginia National Bank
Virginia
$225K -$91.9K -1,197 -29%
VWM
1831
Venturi Wealth Management
Texas
$225K -$52.5K -683 -19%
ANTB
1832
AMG National Trust Bank
Colorado
$224K -$51.5K -670 -20%
PWMG
1833
Pinnacle Wealth Management Group
Michigan
$224K -$30.7K -400 -12%
HH
1834
Hilltop Holdings
Texas
$224K -$6.68K -87 -3%
SFP
1835
Strategic Financial Partners
Oregon
$224K – – –
ML
1836
McAdam LLC
Pennsylvania
$224K +$7.07K +92 +3%
KFI
1837
Key Financial Inc
Pennsylvania
$223K -$11.1K -144 -5%
B
1838
BetterWealth
California
$223K – – –
SCM
1839
Stonehearth Capital Management
Massachusetts
$223K – – –
PSIWM
1840
Paradigm Strategies in Wealth Management
Minnesota
$221K – – –
CWC
1841
Carolinas Wealth Consulting
North Carolina
$221K +$56.4K +735 +34%
SWA
1842
ShankerValleau Wealth Advisors
Illinois
$220K – – –
KPW
1843
Kore Private Wealth
New York
$219K -$46.6K -607 -18%
CCG
1844
Ceeto Capital Group
Florida
$219K +$6.38K +83 +3%
SG
1845
Stonnington Group
California
$218K +$154 +2 +0.1%
MFT
1846
Moisand Fitzgerald Tamayo
Florida
$218K +$219K +2,850 New
AGP
1847
Autumn Glory Partners
Texas
$217K -$837K -10,904 -79%
RWB
1848
RMR Wealth Builders
New Jersey
$217K -$33.5K -436 -13%
MGIM
1849
M&G Investment Management
United Kingdom
$217K -$5.07K -66 -2%
PNC
1850
Park National Corp
Ohio
$217K +$218K +2,843 New
72 73
74
75 76