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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
701
Clarius Group LLC
Washington
$969K +$22.3K +142 +2%
GJIA
702
Glass Jacobson Investment Advisors
Maryland
$968K +$964K +6,126 New
GRP
703
Global Retirement Partners
California
$967K -$472 -3 -0%
BLC
704
Brown, Lisle/Cummings
Rhode Island
$964K +$8.03K +51 +0.8%
SFWC
705
Strategic Family Wealth Counselors
New Jersey
$961K -$157 -1 -0%
CCM
706
Coldstream Capital Management
Washington
$958K +$954K +6,063 New
DIA
707
Dana Investment Advisors
Wisconsin
$953K +$1.57K +10 +0.2%
CPR
708
CSU Producer Resources
Ohio
$948K – – –
SACTSONJ
709
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$948K – – –
VFM
710
Viking Fund Management
North Dakota
$948K – – –
PP
711
PDT Partners
New York
$948K +$944K +6,000 New
GLLW
712
Graves Light Lenhart Wealth
Virginia
$941K -$19.4K -123 -2%
RWB
713
RMR Wealth Builders
New Jersey
$940K – – –
SPC
714
Sigma Planning Corp
Michigan
$936K +$20.8K +132 +2%
RCIM
715
Red Cedar Investment Management
Michigan
$933K -$308K -1,954 -25%
AIM
716
Alhambra Investment Management
Florida
$930K – – –
SIA
717
Schechter Investment Advisors
Michigan
$929K -$50.8K -323 -5%
BCM
718
Bourgeon Capital Management
Connecticut
$929K +$527K +3,350 +132%
CAM
719
Cresset Asset Management
Illinois
$922K -$92.4K -587 -8%
CAAS
720
Capital Asset Advisory Services
Michigan
$921K +$206K +1,311 +30%
BI
721
Ballast Inc
Kentucky
$921K +$29.7K +189 +3%
FWIA
722
Fort Washington Investment Advisors
Ohio
$920K – – –
BSB
723
Bangor Savings Bank
Maine
$919K -$320K -2,031 -26%
PWM
724
Perigon Wealth Management
California
$916K +$621K +3,946 +213%
CB
725
Cadence Bank
Mississippi
$912K -$1.57K -10 -0.2%
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