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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
776
Trust Asset Management
Texas
$831K – – –
AIP
777
Almanack Investment Partners
Pennsylvania
$831K +$11.6K +57 +1%
OAM
778
Oak Asset Management
California
$827K – – –
EH
779
Equitable Holdings
New York
$827K +$15.5K +76 +2%
BFO
780
Boston Family Office
Massachusetts
$827K +$56K +275 +7%
PGIM
781
Pacific Global Investment Management
California
$822K -$5.29K -26 -0.6%
NEI
782
Northwest & Ethical Investments
Ontario, Canada
$820K -$38.1K -187 -4%
PFA
783
Pure Financial Advisors
California
$819K +$1.02K +5 +0.1%
SCM
784
Salem Capital Management
Massachusetts
$816K – – –
DBT
785
Dubuque Bank & Trust
Iowa
$816K +$8.95K +44 +1%
RP
786
Riverwater Partners
Wisconsin
$814K +$826K +4,059 New
VVP
787
Venture Visionary Partners
Ohio
$813K +$24.2K +119 +3%
CA
788
Calton & Associates
Florida
$812K +$1.22K +6 +0.1%
AWM
789
Affinity Wealth Management
Delaware
$811K – – –
DDC
790
DF Dent & Co
Maryland
$811K +$12.2K +60 +2%
PCS
791
Personal CFO Solutions
New Jersey
$811K +$73.1K +359 +10%
BBA
792
Braun-Bostich & Associates
Pennsylvania
$811K +$776K +3,811 New
BOH
793
Bank of Hawaii
Hawaii
$809K -$63.9K -314 -7%
ACM
794
Azimuth Capital Management
Michigan
$808K – – –
CT
795
Caldwell Trust
Florida
$802K +$34.8K +171 +4%
MWM
796
Modera Wealth Management
New Jersey
$802K +$564K +2,769 +224%
EP
797
Edgestream Partners
New Jersey
$797K +$113K +555 +16%
NP
798
NorthRock Partners
Minnesota
$795K +$143K +705 +22%
5L
799
55I LLC
Massachusetts
$792K -$219K -1,078 -21%
MCM
800
Monarch Capital Management
Indiana
$792K -$26.5K -130 -3%
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