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PNC Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
GA
901
Geller Advisors
New York
$685K -$116K -659 -15%
PWM
902
Prosperity Wealth Management
California
$679K +$2.81K +16 +0.4%
TSMHT
903
Thurston Springer Miller Herd & Titak
Indiana
$678K -$34.5K -197 -5%
CT
904
Colonial Trust
South Carolina
$677K +$34.4K +196 +6%
BFS
905
Bard Financial Services
Connecticut
$675K -$87.7K -500 -12%
WDC
906
Woodward Diversified Capital
California
$672K -$23.9K -136 -4%
BTI
907
Blue Trust Inc
Georgia
$670K +$127K +722 +20%
EB
908
Emprise Bank
Kansas
$669K -$19.6K -112 -3%
CCWM
909
Cassaday & Co Wealth Management
Virginia
$667K +$6.14K +35 +1%
I
910
InceptionR
California
$666K -$68K -388 -10%
PFGIA
911
Patriot Financial Group Insurance Agency
Massachusetts
$665K +$18.4K +105 +3%
Fisher Asset Management
912
Fisher Asset Management
Washington
$664K -$9.12K -52 -1%
KAS
913
KPP Advisory Services
Kentucky
$661K +$8.07K +46 +1%
PCS
914
Personal CFO Solutions
New Jersey
$660K -$8.77K -50 -1%
KLCM
915
KG&L Capital Management
Louisiana
$660K -$120K -685 -16%
GBT
916
Grove Bank & Trust
Florida
$658K +$16.5K +94 +3%
WIC
917
Wilkins Investment Counsel
Massachusetts
$656K
JAG
918
Journey Advisory Group
Kentucky
$655K
PA
919
Parallel Advisors
California
$651K -$12.5K -71 -2%
NG
920
Norden Group
Utah
$651K +$163K +928 +36%
AA
921
Axiom Advisory
California
$651K +$52.3K +298 +9%
SF
922
Summit Financial
New Jersey
$649K +$159K +907 +35%
BFO
923
Boston Family Office
Massachusetts
$647K
QWP
924
Quotient Wealth Partners
Texas
$645K +$12.8K +73 +2%
FMWA
925
Forvis Mazars Wealth Advisors
Missouri
$639K +$2.63K +15 +0.4%