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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
UBG
901
United Bank (Georgia)
Georgia
$367K – – –
MCM
902
Mengis Capital Management
Oregon
$365K +$3.19K +25 +1%
IFWM
903
Institute for Wealth Management
Colorado
$365K +$31.2K +244 +11%
FFS
904
Founders Financial Securities
Maryland
$365K +$313K +2,451 New
DW
905
Domani Wealth
Pennsylvania
$363K – – –
QI
906
Qtron Investments
Massachusetts
$363K +$311K +2,438 New
RPWA
907
Regent Peak Wealth Advisors
Georgia
$363K +$312K +2,439 New
QCG
908
Quadrant Capital Group
Ohio
$359K +$41.4K +324 +16%
ICP
909
Interchange Capital Partners
Pennsylvania
$359K +$308K +2,412 New
TCOV
910
Trust Company of Vermont
Vermont
$357K -$5.75K -45 -2%
GAB
911
German American Bancorp
Indiana
$357K +$306K +2,397 New
MLL
912
Moody Lynn & Lieberson
Massachusetts
$356K -$25.5K -200 -8%
GCP
913
GSA Capital Partners
United Kingdom
$356K +$305K +2,389 New
ECM
914
Evergreen Capital Management
Washington
$354K +$304K +2,379 New
AWE
915
Avidian Wealth Enterprises
Texas
$353K +$12.3K +96 +4%
S
916
SignatureFD
Georgia
$352K -$383 -3 -0.1%
GDP
917
Great Diamond Partners
Maine
$352K +$302K +2,365 New
AA
918
ALPS Advisors
Colorado
$351K -$9.2K -72 -3%
LC
919
LCNB Corp
Ohio
$351K – – –
HIC
920
Holderness Investments Company
North Carolina
$351K +$4.47K +35 +2%
LIM
921
Leavell Investment Management
Alabama
$350K -$42.5K -333 -12%
HPWM
922
Highland Private Wealth Management
Washington
$350K +$13.2K +103 +5%
CDH
923
Charles D. Hyman
$349K – – –
4WM
924
44 Wealth Management
Oregon
$348K +$299K +2,337 New
TNB
925
TCF National Bank
South Dakota
$347K +$297K +2,327 New
35 36
37
38 39