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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
701
Legacy Advisors
Pennsylvania
$2.31M +$60.2K +269 +3%
IA
702
IAM Advisory
Pennsylvania
$2.27M -$30.9K -138 -1%
RWM
703
Rockline Wealth Management
New York
$2.27M +$6.27K +28 +0.3%
MYIA
704
Mount Yale Investment Advisors
Colorado
$2.24M +$457K +2,039 +29%
TCM
705
Tufton Capital Management
Maryland
$2.24M -$39.2K -175 -2%
AA
706
Ancora Advisors
Ohio
$2.23M +$31.4K +140 +2%
PL
707
Perpetual Ltd
Australia
$2.23M -$214K -955 -10%
LFAS
708
Level Four Advisory Services
Texas
$2.21M -$39.2K -175 -2%
AG
709
AlTi Global
New York
$2.21M +$68.1K +304 +4%
NP
710
NorthRock Partners
Minnesota
$2.2M -$255K -1,139 -11%
MA
711
MCF Advisors
Kentucky
$2.18M +$9.85K +44 +0.5%
FWCM
712
Ferguson Wellman Capital Management
Oregon
$2.18M -$1.34K -6 -0.1%
MWM
713
Mission Wealth Management
California
$2.16M +$1.53M +6,849 +358%
S
714
SignatureFD
Georgia
$2.16M +$40.8K +182 +2%
CIA
715
Choate Investment Advisors
Massachusetts
$2.14M -$7.17K -32 -0.4%
ISWM
716
Independent Solutions Wealth Management
New York
$2.14M +$91.4K +408 +5%
CFWMA
717
Center for Wealth Management Advisory
Ohio
$2.14M +$1.94M +8,678 New
WCM
718
Weik Capital Management
Pennsylvania
$2.13M – – –
MYAM
719
Meiji Yasuda Asset Management
Japan
$2.11M -$101K -449 -5%
AFG
720
Atomi Financial Group
New York
$2.11M +$135K +601 +8%
WCM
721
Washington Capital Management
Washington
$2.11M +$649K +2,900 +51%
MP
722
McDonald Partners
Ohio
$2.1M +$244K +1,090 +15%
FT
723
Fiduciary Trust
Massachusetts
$2.09M +$11.2K +50 +0.6%
AAM
724
Advisors Asset Management
Colorado
$2.08M -$675K -3,016 -26%
MIH
725
Meitav Investment House
Israel
$2.08M +$1.89M +8,447 New
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