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PNC Financial Services
PNC

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
LifeSteps Financial
2026
LifeSteps Financial
California
US$ 1,23 mil +US$ 1,12 mil +5 Nova
Vermillion Wealth Management
2027
Vermillion Wealth Management
Minnesota
US$ 1,09 mil -US$ 6,05 mil -27 -87%
NWM
2028
Navigoe Wealth Management
California
US$ 1 mil +US$ 1,57 mil +7 Nova
FNY Investment Advisers
2029
FNY Investment Advisers
New York
US$ 1 mil +US$ 1,79 mil +8 Nova
Seneschal Advisors
2030
Seneschal Advisors
Washington
US$ 985 -US$ 11,9 mil -53 -93%
1 North Wealth Services
2031
1 North Wealth Services
Maryland
US$ 985 – – –
Trust Company
2032
Trust Company
Kansas
US$ 985 – – –
WBWA
2033
William B. Walkup & Associates
South Carolina
US$ 985 – – –
Marquette Asset Management
2034
Marquette Asset Management
Minnesota
US$ 985 +US$ 896 +4 Nova
Cordant Inc
2035
Cordant Inc
Oregon
US$ 926 +US$ 896 +4 Nova
NorthAvenue LLC
2036
NorthAvenue LLC
Ohio
US$ 739 – – –
Nvest Wealth Strategies
2037
Nvest Wealth Strategies
Ohio
US$ 739 – – –
3 Factor Indexing
2038
3 Factor Indexing
California
US$ 493 – – –
Quarry LP
2039
Quarry LP
New York
US$ 492 -US$ 70,3 mil -314 -99%
Operose Advisors
2040
Operose Advisors
Wisconsin
US$ 492 -US$ 50,4 mil -225 -99%
MWM
2041
Mascoma Wealth Management
New Hampshire
US$ 492 -US$ 8,06 mil -36 -95%
Investors Portfolio Services
2042
Investors Portfolio Services
Washington
US$ 492 – – –
Morton Brown Family Wealth
2043
Morton Brown Family Wealth
Pennsylvania
US$ 492 +US$ 448 +2 Nova
Strengthening Families & Communities LLC
2044
Strengthening Families & Communities LLC
Massachusetts
US$ 492 +US$ 448 +2 Nova
Maryland Capital Advisors
2045
Maryland Capital Advisors
Maryland
US$ 247 +US$ 224 +1 Nova
Delta Accumulation LLC
2046
Delta Accumulation LLC
California
US$ 246 +US$ 224 +1 Nova
RJA
2047
Ross\Johnson & Associates
Minnesota
US$ 246 +US$ 224 +1 Nova
Strive Financial Group
2048
Strive Financial Group
Indiana
US$ 246 +US$ 224 +1 Nova
Darwin Wealth Management
2049
Darwin Wealth Management
Florida
US$ 4 – – –
Viking Global Investors
2050
Viking Global Investors
Connecticut
– -US$ 630 mi -3.027.092 Encerrada
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