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PNC Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
901
Cassady Schiller Wealth Management
Ohio
$438K -$12.2K -100 -3%
FBFS
902
First Business Financial Services
Wisconsin
$436K +$51.5K +421 +14%
MCM
903
Marathon Capital Management
Maryland
$433K -$55K -450 -12%
BB
904
Berkshire Bank
Massachusetts
$433K +$11.1K +91 +3%
SCM
905
SOL Capital Management
Maryland
$433K – – –
CW
906
CreativeOne Wealth
Kansas
$433K +$38.4K +314 +10%
EI
907
Ellevest Inc
New York
$433K +$22.7K +186 +6%
PGIM
908
Pacific Global Investment Management
California
$431K -$97.4K -797 -19%
BJL
909
Brighton Jones LLC
Washington
$430K -$367 -3 -0.1%
VA
910
Valmark Advisers
Ohio
$429K +$417K +3,409 New
SA
911
Stewardship Advisors
Pennsylvania
$428K +$24.2K +198 +6%
MIFH
912
Migdal Insurance & Financial Holdings
Israel
$427K -$1.29M -10,563 -76%
TCPWM
913
Traverso Chambers Private Wealth Management
California
$427K +$414K +3,390 New
VHAM
914
Van Hulzen Asset Management
California
$423K +$59.1K +484 +17%
CMANY
915
Capital Management Associates (New York)
New York
$423K – – –
BSW
916
Buckingham Strategic Wealth
Missouri
$421K -$18.5K -151 -4%
FWM
917
Forza Wealth Management
Florida
$420K – – –
Group One Trading
918
Group One Trading
Illinois
$420K +$407K +3,331 New
CAL
919
Capital Analysts LLC
Pennsylvania
$419K +$122 +1 +0%
C
920
Certuity
Florida
$417K +$98.9K +809 +32%
D
921
Diversified
Delaware
$417K -$489 -4 -0.1%
GL
922
Graypoint LLC
New York
$417K +$77.7K +636 +24%
BCG
923
Breakwater Capital Group
New Jersey
$416K +$11.6K +95 +3%
EGA
924
E&G Advisors
Texas
$416K – – –
MCM
925
Mill Capital Management
North Carolina
$416K +$88.5K +724 +28%