We are live on ! Find out more
PNC icon

PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
901
Avidian Wealth Enterprises
Texas
$250K +$1.07K +10 +0.4%
HPWM
902
Highland Private Wealth Management
Washington
$248K +$9.25K +86 +4%
FPFS
903
First Personal Financial Services
North Carolina
$247K – – –
VAM
904
Vontobel Asset Management
New York
$245K -$5.92K -55 -2%
VFA
905
Valeo Financial Advisors
Indiana
$244K -$57.1K -531 -19%
WIP
906
Wellesley Investment Partners
Massachusetts
$244K -$43.6K -405 -15%
MIA
907
MainStreet Investment Advisors
Illinois
$244K -$20.9K -194 -8%
LA
908
Legacy Advisors
Pennsylvania
$243K +$16.1K +150 +7%
SWMG
909
Strategic Wealth Management Group
Maryland
$243K +$33.2K +309 +16%
SIC
910
Schwartz Investment Counsel
Michigan
$242K -$10.8K -100 -4%
FCM
911
FJ Capital Management
Virginia
$242K +$215K +2,000 New
IFWM
912
Institute for Wealth Management
Colorado
$242K +$237K +2,203 New
KWM
913
Keebeck Wealth Management
Illinois
$241K -$215K -2,000 -48%
DBT
914
Dubuque Bank & Trust
Iowa
$241K -$129K -1,200 -35%
PGIM
915
Pacific Global Investment Management
California
$241K -$39.5K -367 -14%
TAM
916
Trust Asset Management
Texas
$241K +$236K +2,191 New
WGA
917
Weather Gauge Advisory
Virginia
$238K +$233K +2,164 New
SDWMA
918
Schneider Downs Wealth Management Advisors
Pennsylvania
$235K +$753 +7 +0.3%
BSB
919
Bangor Savings Bank
Maine
$235K +$230K +2,139 New
KCM
920
Kanawha Capital Management
Virginia
$233K -$75.7K -704 -25%
SAM
921
Seelaus Asset Management
New Jersey
$233K +$430 +4 +0.2%
WWM
922
Western Wealth Management
Colorado
$232K -$25.5K -237 -10%
NIC
923
Northwest Investment Counselors
Oregon
$232K -$215 -2 -0.1%
GIM
924
Goelzer Investment Management
Indiana
$231K -$15.1K -140 -6%
WKWM
925
Walter & Keenan Wealth Management
Indiana
$231K – – –
35 36
37
38 39