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PNC Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
926
OneDigital Investment Advisors
Kansas
$418K +$16.2K +98 +4%
IB
927
Intrust Bank
Kansas
$417K -$28.5K -173 -7%
TCOV
928
Trust Company of Vermont
Vermont
$416K -$4.12K -25 -1%
MFG
929
Magnus Financial Group
New York
$415K -$22.9K -139 -6%
LC
930
LCNB Corp
Ohio
$413K
LIM
931
Leavell Investment Management
Alabama
$413K
CS
932
Comerica Securities
Michigan
$411K -$133K -805 -26%
PA
933
Parallel Advisors
California
$410K +$34.6K +210 +10%
IFWM
934
Institute for Wealth Management
Colorado
$409K -$19K -115 -5%
WA
935
WBH Advisory
Maryland
$408K -$5.77K -35 -1%
HPWM
936
Highland Private Wealth Management
Washington
$407K -$5.61K -34 -1%
EM
937
Excalibur Management
Massachusetts
$405K -$89.4K -542 -19%
BW
938
Bison Wealth
Georgia
$405K +$381K +2,310 New
EWM
939
Evermay Wealth Management
Virginia
$404K
HCM
940
Hengehold Capital Management
Ohio
$404K +$165 +1 +0%
SNT
941
Security National Trust
West Virginia
$403K -$49.5K -300 -12%
BFEC
942
Benjamin F. Edwards & Company
Missouri
$400K -$246K -1,493 -40%
BJL
943
Brighton Jones LLC
Washington
$399K +$35.1K +213 +10%
BFA
944
Bragg Financial Advisors
North Carolina
$393K +$69.6K +422 +23%
Lido Advisors
945
Lido Advisors
California
$393K +$110K +669 +43%
BFS
946
Bradley Foster & Sargent
Connecticut
$392K
VFA
947
Valeo Financial Advisors
Indiana
$387K -$18.3K -111 -5%
KWM
948
Keebeck Wealth Management
Illinois
$386K
GC
949
Grace Capital
Massachusetts
$386K +$4.62K +28 +1%
VAM
950
Vontobel Asset Management
New York
$385K -$825 -5 -0.2%