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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
CTI
751
Community Trust & Investment
Kentucky
$830K +$329K +1,751 +67%
AF
752
Allworth Financial
California
$828K +$801K +4,266 +5,688%
FSA
753
Fort Sheridan Advisors
Illinois
$827K +$814K +4,336 New
ATC
754
Argent Trust Co
Tennessee
$823K -$530K -2,825 -40%
SIM
755
Sentry Investment Management
Wisconsin
$821K – – –
LWCFA
756
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$817K – – –
RIM
757
Regent Investment Management
Kentucky
$806K – – –
CA
758
Calton & Associates
Florida
$799K -$25.5K -136 -3%
BFG
759
Beacon Financial Group
Texas
$795K +$91.4K +487 +13%
BFS
760
Bard Financial Services
Connecticut
$792K – – –
UTC
761
Unified Trust Company
Kentucky
$791K – – –
OAM
762
Oak Asset Management
California
$787K +$774K +4,126 New
MCM
763
Monarch Capital Management
Indiana
$778K – – –
SCM
764
Salem Capital Management
Massachusetts
$776K – – –
YWP
765
YorkBridge Wealth Partners
New York
$775K +$76.8K +409 +11%
MSA
766
Marino Stram & Associates
Massachusetts
$775K +$763K +4,065 New
PFA
767
Pure Financial Advisors
California
$773K -$3.75K -20 -0.5%
HIIFS
768
Harel Insurance Investments & Financial Services
Israel
$772K -$87.3K -465 -27%
JIC
769
Joel Isaacson & Co
New York
$770K +$56.3K +300 +8%
ACM
770
Azimuth Capital Management
Michigan
$768K -$375 -2 -0%
EH
771
Equitable Holdings
New York
$768K +$16.3K +87 +2%
LB
772
Legacy Bridge
Iowa
$768K +$211K +1,125 +39%
CWA
773
Clearview Wealth Advisors
Oregon
$763K -$375 -2 -0.1%
PGIM
774
Pacific Global Investment Management
California
$763K +$71.7K +382 +11%
QI
775
Qtron Investments
Massachusetts
$763K +$751K +3,999 New
29 30
31
32 33