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PNC Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
726
Mission Wealth Management
California
$704K +$9.07K +71 +2%
CIM
727
Cambria Investment Management
California
$700K -$32.4K -254 -5%
BTWM
728
Baker Tilly Wealth Management
Wisconsin
$700K +$600K +4,698 New
MPPW
729
Mitchell & Pahl Private Wealth
Oklahoma
$698K +$599K +4,686 New
LWCFA
730
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$696K -$125K -980 -17%
BP
731
Ballentine Partners
Massachusetts
$691K -$150K -1,171 -20%
SFM
732
Systematic Financial Management
New Jersey
$685K
SP
733
Symmetry Partners
Connecticut
$677K
AAS
734
Avantax Advisory Services
Texas
$676K -$631K -4,936 -52%
CA
735
Calton & Associates
Florida
$672K -$209K -1,637 -27%
OPA
736
Old Port Advisors
Maine
$670K +$73.8K +578 +15%
CCM
737
CWH Capital Management
Washington
$665K +$246K +1,928 +76%
CC
738
Centiva Capital
New York
$659K +$5.88K +46 +1%
EF
739
Empirical Finance
Pennsylvania
$655K +$95.3K +746 +20%
Luther King Capital Management (LKCM)
740
Luther King Capital Management (LKCM)
Texas
$655K +$116K +908 +26%
FBT
741
First Bankers Trust
Kentucky
$652K -$4.85K -38 -0.9%
CBFP
742
Cedar Brook Financial Partners
Ohio
$649K -$6.51K -51 -1%
CIBC World Market
743
CIBC World Market
Ontario, Canada
$649K +$97K +759 +21%
UTC
744
Unified Trust Company
Kentucky
$647K -$24.1K -189 -4%
FG
745
Fiduciary Group
Georgia
$631K -$19.2K -150 -4%
RIM
746
Regent Investment Management
Kentucky
$629K
BFG
747
Beacon Financial Group
Texas
$626K -$27.5K -215 -5%
SC
748
SouthState Corp
Florida
$621K -$39.2K -307 -7%
DBT
749
Dubuque Bank & Trust
Iowa
$620K +$251K +1,966 +90%
MCA
750
Morris Capital Advisors
Pennsylvania
$619K -$13.4K -105 -2%