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ícone de PNC

PNC Financial Services
PNC

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Whipplewood Advisors
2001
Whipplewood Advisors
Colorado
US$ 4,19 mil -US$ 8,28 mil -37 -69%
TS Financial Group (TSFG)
2002
TS Financial Group (TSFG)
Illinois
US$ 4 mil – – –
Elevated Capital Advisors
2003
Elevated Capital Advisors
Utah
US$ 3,94 mil – – –
WestEnd Advisors
2004
WestEnd Advisors
North Carolina
US$ 3,69 mil +US$ 448 +2 +15%
Banque Cantonale Vaudoise
2005
Banque Cantonale Vaudoise
Switzerland
US$ 3,5 mil -US$ 350 mil -1.561 -10%
TAP
2006
Tounjian Advisory Partners
Florida
US$ 3,48 mil +US$ 3,14 mil +14 Nova
Granite FO LLC
2007
Granite FO LLC
New Hampshire
US$ 3,45 mil – – –
MTM Investment Management
2008
MTM Investment Management
South Carolina
US$ 3,45 mil – – –
CKW Financial Group
2009
CKW Financial Group
Hawaii
US$ 3 mil +US$ 2,69 mil +12 Nova
GoalVest Advisory
2010
GoalVest Advisory
New York
US$ 2,96 mil +US$ 2,69 mil +12 Nova
FIM
2011
FWL Investment Management
Texas
US$ 2,71 mil +US$ 2,46 mil +11 Nova
Fiduciary Advisors Inc
2012
Fiduciary Advisors Inc
Missouri
US$ 2,46 mil +US$ 2,24 mil +10 Nova
Purpose Unlimited Inc
2013
Purpose Unlimited Inc
US$ 2,46 mil -US$ 1,57 mil -7 -41%
DecisionPoint Financial
2014
DecisionPoint Financial
Arizona
US$ 2,26 mil +US$ 896 +4 +80%
NWMP
2015
Noble Wealth Management PBC
Colorado
US$ 2,22 mil +US$ 2,02 mil +9 Nova
Cranbrook Wealth Management
2016
Cranbrook Wealth Management
Michigan
US$ 2,12 mil – – –
Halbert Hargrove Global Advisors
2017
Halbert Hargrove Global Advisors
California
US$ 2,1 mil +US$ 2,02 mil +9 Nova
Advocate Investing Services
2018
Advocate Investing Services
Maryland
US$ 1,97 mil – – –
PayPay Securities
2019
PayPay Securities
Japan
US$ 1,97 mil – – –
Kings Path Partners
2020
Kings Path Partners
Texas
US$ 1,97 mil +US$ 1,79 mil +8 Nova
MPWM Advisory Solutions
2021
MPWM Advisory Solutions
Georgia
US$ 1,72 mil – – –
Financial Network Wealth Advisors
2022
Financial Network Wealth Advisors
Utah
US$ 1,72 mil +US$ 448 +2 +40%
Torren Management
2023
Torren Management
California
US$ 1,3 mil – – –
Spectrum Wealth Advisory Group
2024
Spectrum Wealth Advisory Group
California
US$ 1,24 mil +US$ 1,12 mil +5 Nova
Three Bearings Fiduciary Advisors
2025
Three Bearings Fiduciary Advisors
New Hampshire
US$ 1,23 mil – – –
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