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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
826
Calton & Associates
Florida
$731K – – –
MCM
827
Manchester Capital Management
Vermont
$729K +$14.3K +92 +2%
SPC
828
Sigma Planning Corp
Michigan
$722K +$13.2K +85 +2%
BCM
829
BluePath Capital Management
Georgia
$718K +$92.2K +595 +15%
FCP
830
Fidelis Capital Partners
Florida
$717K -$40.3K -260 -6%
SFM
831
Systematic Financial Management
New Jersey
$715K – – –
DA
832
Denali Advisors
California
$715K +$713K +4,600 New
WA
833
Waverly Advisors
Alabama
$703K +$169K +1,093 +32%
TSWM
834
Triangle Securities Wealth Management
North Carolina
$703K +$77.5K +500 +12%
KSWA
835
Kathleen S. Wright Associates
Pennsylvania
$702K – – –
AP
836
Atwood & Palmer
Missouri
$702K -$7.75K -50 -1%
FA
837
Faithward Advisors
Pennsylvania
$699K +$2.48K +16 +0.4%
LCWP
838
Legacy Capital Wealth Partners
Arkansas
$694K -$1.83M -11,816 -73%
LWAM
839
Legacy Wealth Asset Management
Minnesota
$693K -$1.4K -9 -0.2%
ICP
840
Interchange Capital Partners
Pennsylvania
$693K +$691K +4,457 New
AG
841
AIA Group
Hong Kong
$688K +$61.5K +397 +10%
SFM
842
Signet Financial Management
New Jersey
$686K +$1.86K +12 +0.3%
IF
843
Intrua Financial
Texas
$685K -$29.1K -188 -4%
CIA
844
Concurrent Investment Advisors
Florida
$685K +$83.5K +539 +14%
BOS
845
Bank of Stockton
California
$683K +$103K +666 +18%
GA
846
Geller Advisors
New York
$679K +$1.4K +9 +0.2%
TTWM
847
TCV Trust & Wealth Management
Virginia
$679K -$3.72K -24 -0.5%
CAM
848
CPA Asset Management
Florida
$675K – – –
HBW
849
Hazlett, Burt & Watson
West Virginia
$669K +$100K +646 +18%
IA
850
IFG Advisory
Georgia
$666K +$664K +4,286 New
32 33
34
35 36