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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
851
Callan Family Office
Pennsylvania
$944K +$962K +4,896 New
TC
852
TwinBeech Capital
New York
$942K -$62.5M -318,130 -98%
JCM
853
Janney Capital Management
Pennsylvania
$942K – – –
CA
854
Cullinan Associates
Kentucky
$938K -$98.3K -500 -9%
WPC
855
White Pine Capital
Minnesota
$931K – – –
JCIA
856
Jackson Creek Investment Advisors
Colorado
$928K +$45.2K +230 +5%
BAM
857
Belpointe Asset Management
Nevada
$924K -$25.9K -132 -3%
BOS
858
Bank of Stockton
California
$922K +$8.65K +44 +0.9%
MFS
859
Mirabella Financial Services
United Kingdom
$919K +$937K +4,767 New
MCM
860
Manchester Capital Management
Vermont
$918K +$1.57K +8 +0.2%
TWM
861
Thrive Wealth Management
Pennsylvania
$916K -$131K -665 -12%
NSIM
862
North Star Investment Management
Illinois
$915K -$13.8K -70 -1%
AIM
863
Aigen Investment Management
New York
$912K +$930K +4,729 New
WPC
864
Wedmont Private Capital
Pennsylvania
$909K +$81K +412 +9%
TAM
865
Trust Asset Management
Texas
$909K – – –
IGAM
866
iA Global Asset Management
Quebec, Canada
$909K -$1.79M -9,117 -66%
PPWP
867
Premier Path Wealth Partners
New Jersey
$907K +$190K +967 +26%
WS
868
Wedbush Securities
California
$903K +$254K +1,291 +38%
IA
869
IFP Advisors
Florida
$900K +$117K +597 +15%
SFGP
870
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$899K +$917K +4,664 New
ICMM
871
Integrated Capital Management (Michigan)
Michigan
$897K +$4.52K +23 +0.5%
WCM
872
Windsor Capital Management
Arizona
$896K -$4.92K -25 -0.5%
AG
873
AlTi Global
New York
$894K +$381K +1,938 +74%
DBRC
874
D.B. Root & Company
Pennsylvania
$893K -$25.9K -132 -3%
EWA
875
EP Wealth Advisors
California
$891K -$97.9K -498 -10%
33 34
35
36 37