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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
801
Trust Asset Management
Texas
$579K – – –
BMCM
802
Burns Matteson Capital Management
New York
$579K +$593K +4,715 New
HIA
803
Harbor Investment Advisory
Maryland
$577K -$145K -1,150 -20%
CI
804
CX Institutional
Indiana
$575K -$2.82M -22,411 -83%
BMCM
805
Bryn Mawr Capital Management
Pennsylvania
$572K +$328K +2,605 +127%
MG
806
Mather Group
Illinois
$571K +$228K +1,813 +64%
MIH
807
Meitav Investment House
Israel
$570K +$196K +1,559 +51%
STB
808
S&T Bank
Pennsylvania
$570K – – –
AG
809
Ascent Group
Virginia
$569K +$308K +2,445 +105%
CCA
810
Checchi Capital Advisers
California
$565K +$72K +572 +14%
SFM
811
Systematic Financial Management
New Jersey
$565K – – –
TWM
812
Thrive Wealth Management
Pennsylvania
$562K -$10.2K -81 -2%
KSWA
813
Kathleen S. Wright Associates
Pennsylvania
$562K +$578K +4,593 +6,043%
RCM
814
RNC Capital Management
California
$559K -$34.4K -273 -6%
LWAM
815
Legacy Wealth Asset Management
Minnesota
$556K +$3.02K +24 +0.5%
EWA
816
Etesian Wealth Advisors
Oregon
$543K -$21.9K -174 -4%
BFS
817
Bard Financial Services
Connecticut
$540K – – –
MMM
818
Mendel Money Management
Illinois
$540K +$38K +302 +7%
MCM
819
Manchester Capital Management
Vermont
$537K +$3.65K +29 +0.7%
ADL
820
Asset Dedication LLC
California
$536K – – –
IPW
821
Impact Partnership Wealth
Georgia
$535K -$374K -2,971 -41%
FA
822
Faithward Advisors
Pennsylvania
$534K +$137K +1,091 +32%
CAM
823
CPA Asset Management
Florida
$533K -$1.51K -12 -0.3%
PFA
824
Pure Financial Advisors
California
$532K +$21.5K +171 +4%
GA
825
Geller Advisors
New York
$531K -$43.9K -349 -7%
31 32
33
34 35