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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
501
Private Trust Company
Ohio
$243K +$5.11K +103 +2%
ONST
502
Old North State Trust
North Carolina
$243K +$7.68K +155 +3%
SWM
503
Shrier Wealth Management
California
$242K +$248K +5,003 New
ZF
504
Zhang Financial
Michigan
$242K -$1.49K -30 -0.6%
ABLA
505
Alan B. Lancz & Associates
Ohio
$242K
VWM
506
Venturi Wealth Management
Texas
$239K +$245K +4,938 New
KCM
507
Kathmere Capital Management
Pennsylvania
$239K +$244K +4,932 New
WB
508
WesBanco Bank
West Virginia
$239K +$11.4K +230 +5%
CH
509
Cromwell Holdings
Wyoming
$238K
JCM
510
Jacobi Capital Management
Pennsylvania
$237K -$25.7K -518 -10%
ST
511
Sentinel Trust
Texas
$236K
PPWM
512
Paragon Private Wealth Management
Kentucky
$235K -$72.4K -1,461 -23%
WCA
513
Whetstone Capital Advisors
Kansas
$230K -$6.79K -137 -3%
DWP
514
Daymark Wealth Partners
Ohio
$230K -$3.67K -74 -2%
MT
515
Midwest Trust
Kansas
$229K +$234K +4,724 New
HI
516
Harrington Investments
California
$226K -$4.71K -95 -2%
HSA
517
HBK Sorce Advisory
Pennsylvania
$224K -$15.6K -314 -6%
PAM
518
Paradigm Asset Management
New York
$224K
PA
519
Parallel Advisors
California
$221K -$46.3K -935 -17%
KCM
520
Kendall Capital Management
Maryland
$220K -$7.19K -145 -3%
PNC
521
Park National Corp
Ohio
$220K +$225K +4,532 New
SP
522
SIH Partners
Delaware
$218K
NWAG
523
Net Worth Advisory Group
Utah
$218K +$3.97K +80 +2%
SC
524
Scotia Capital
Ontario, Canada
$218K -$9.52K -192 -4%
IFG
525
Independent Financial Group
California
$216K -$27.8K -560 -11%