We are live on ! Find out more
PNC icon

PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
726
OneDigital Investment Advisors
Kansas
$1.34M -$181K -1,068 -13%
ISWM
727
Independent Solutions Wealth Management
New York
$1.34M +$98.3K +581 +9%
DCM
728
Donaldson Capital Management
Indiana
$1.33M -$47.2K -279 -4%
MP
729
McDonald Partners
Ohio
$1.33M -$176K -1,040 -13%
NRS
730
Neville Rodie & Shaw
New York
$1.32M – – –
PWP
731
Phillips Wealth Planners
Mississippi
$1.31M +$72.1K +426 +7%
DIP
732
DT Investment Partners
Pennsylvania
$1.31M – – –
GVAG
733
Great Valley Advisor Group
Delaware
$1.31M -$63.1K -373 -5%
PWM
734
Pines Wealth Management
North Carolina
$1.29M -$74K -437 -6%
SWP
735
Sagespring Wealth Partners
Tennessee
$1.29M +$227K +1,342 +24%
BOPW
736
Brandywine Oak Private Wealth
Pennsylvania
$1.28M -$1.01K -6 -0.1%
ANTB
737
AMG National Trust Bank
Colorado
$1.27M -$15.2K -90 -1%
AG
738
AlTi Global
New York
$1.27M +$379K +2,237 +52%
ESBC
739
E.S. Barr & Co
Kentucky
$1.26M -$62.1K -367 -5%
AA
740
Armis Advisers
Georgia
$1.24M +$371K +2,190 +51%
OP
741
ORG Partners
Indiana
$1.24M -$25.7K -152 -2%
CCM
742
Canal Capital Management
Virginia
$1.24M -$43.8K -259 -4%
VT
743
Vise Technologies
New York
$1.24M +$1.12M +6,631 New
WANY
744
Wealthspire Advisors (New York)
New York
$1.23M +$47.6K +281 +4%
ACM
745
Aster Capital Management
United Arab Emirates
$1.23M +$442K +2,614 +66%
CT
746
Chicago Trust
Illinois
$1.23M -$267K -1,576 -19%
CIA
747
Concurrent Investment Advisors
Florida
$1.23M -$46.9K -277 -4%
PJSIMP
748
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.22M +$48.4K +286 +5%
CIP
749
Convergence Investment Partners
Florida
$1.22M -$779K -4,604 -41%
MWM
750
Meridian Wealth Management
Kentucky
$1.22M +$6.77K +40 +0.6%
28 29
30
31 32