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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
901
Forvis Mazars Wealth Advisors
Missouri
$506K -$4.13K -22 -0.8%
D
902
Diversified
Delaware
$506K +$1.88K +10 +0.4%
VAM
903
Vontobel Asset Management
New York
$505K +$83.1K +443 +20%
RWI
904
Red Wave Investments
Pennsylvania
$503K -$6.01K -32 -1%
OFG
905
Oxford Financial Group
Indiana
$503K – – –
WI
906
Wintrust Investments
Illinois
$502K – – –
ACP
907
Arcus Capital Partners
Georgia
$502K +$7.13K +38 +1%
HPC
908
HM Payson & Co
Maine
$501K -$4.69K -25 -0.9%
BFIM
909
Beese Fulmer Investment Management
Ohio
$498K – – –
4WM
910
44 Wealth Management
Oregon
$497K -$3.19K -17 -0.6%
EGA
911
E&G Advisors
Texas
$496K -$488K -2,600 Closed
HIC
912
Holderness Investments Company
North Carolina
$496K +$9.57K +51 +2%
SCI
913
S&CO Inc
Massachusetts
$495K – – –
AWA
914
Arkadios Wealth Advisors
Georgia
$492K +$214K +1,138 +79%
PA
915
Parallel Advisors
California
$490K +$43.9K +234 +10%
GBT
916
Grove Bank & Trust
Florida
$486K -$76.4K -407 -14%
ECM
917
Evergreen Capital Management
Washington
$486K +$26.5K +141 +6%
SDWMA
918
Schneider Downs Wealth Management Advisors
Pennsylvania
$484K -$9.2K -49 -2%
BCM
919
Bourgeon Capital Management
Connecticut
$483K – – –
AWE
920
Avidian Wealth Enterprises
Texas
$483K +$19.9K +106 +4%
DAM
921
Delta Asset Management
Tennessee
$479K – – –
NIC
922
Northwest Investment Counselors
Oregon
$479K +$81.6K +435 +21%
MA
923
MBA Advisors
Pennsylvania
$472K – – –
AFS
924
Axiom Financial Strategies
Indiana
$472K +$7.32K +39 +2%
KCM
925
Kanawha Capital Management
Virginia
$469K – – –
35 36
37
38 39