We are live on ! Find out more
PNC icon

PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
776
Belpointe Asset Management
Nevada
$947K +$38.9K +222 +5%
PVI
777
Pine Valley Investments
New Jersey
$947K -$86.5K -493 -9%
EWA
778
EP Wealth Advisors
California
$946K +$244K +1,394 +37%
LWA
779
Ledgewood Wealth Advisors
New Hampshire
$943K +$895K +5,104 New
FCM
780
Fourpath Capital Management
Oklahoma
$938K +$30K +171 +3%
HP
781
Hyperion Partners
Pennsylvania
$938K -$3.16K -18 -0.4%
TWC
782
TD Waterhouse Canada
Ontario, Canada
$937K +$42.4K +242 +5%
MMM
783
Mendel Money Management
Illinois
$935K +$877 +5 +0.1%
CB
784
Cadence Bank
Mississippi
$935K +$33K +188 +4%
PWP
785
Precedent Wealth Partners
Texas
$926K +$129K +735 +17%
AOI
786
Auto-Owners Insurance
Michigan
$924K – – –
DA
787
Denali Advisors
California
$924K +$70.1K +400 +9%
PWLP
788
Prio Wealth Limited Partnership
Massachusetts
$923K -$1.42M -8,122 -62%
WSC
789
Wellington Shields & Co
New York
$921K -$7.72K -44 -0.9%
CCA
790
Checchi Capital Advisers
California
$914K +$31.7K +181 +4%
FMB
791
Field & Main Bank
Kentucky
$910K – – –
MAM
792
Mystic Asset Management
Rhode Island
$905K – – –
JCM
793
Janney Capital Management
Pennsylvania
$903K – – –
JWCA
794
J.W. Cole Advisors
Florida
$900K +$4.56K +26 +0.5%
SIA
795
Schechter Investment Advisors
Michigan
$897K -$43K -245 -5%
AFG
796
Atomi Financial Group
New York
$896K +$149K +848 +21%
SSB
797
Sandy Spring Bank
Maryland
$894K -$47.5K -271 -5%
PCM
798
Parsons Capital Management
Rhode Island
$893K -$57K -325 -6%
LMKC
799
L.M. Kohn & Company
Ohio
$893K +$18.1K +103 +2%
DAS
800
Dynamic Advisor Solutions
Arizona
$892K -$224K -1,278 -21%
30 31
32
33 34