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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
926
BDO Wealth Advisors
Florida
$477K +$56.3K +298 +14%
BFS
927
Bradley Foster & Sargent
Connecticut
$473K – – –
GDP
928
Great Diamond Partners
Maine
$472K -$6.42K -34 -1%
GAB
929
German American Bancorp
Indiana
$469K – – –
BW
930
Bison Wealth
Georgia
$469K +$378 +2 +0.1%
EM
931
Excalibur Management
Massachusetts
$469K +$3.59K +19 +0.8%
BRWM
932
B. Riley Wealth Management
Tennessee
$469K +$453K +2,397 New
AMIM
933
Aull & Monroe Investment Management
Alabama
$467K – – –
SAM
934
Seelaus Asset Management
New Jersey
$462K -$11.3K -60 -2%
SB
935
Simmons Bank
Arkansas
$462K +$30.6K +162 +7%
LC
936
LCNB Corp
Ohio
$461K – – –
LIM
937
Leavell Investment Management
Alabama
$461K +$1.13K +6 +0.3%
UAML
938
US Asset Management LLC
Pennsylvania
$456K +$440K +2,330 New
WA
939
WBH Advisory
Maryland
$455K – – –
WA
940
Wealth Alliance
New York
$454K +$4.72K +25 +1%
I
941
INVST
Indiana
$454K +$17.4K +92 +4%
MFG
942
Magnus Financial Group
New York
$453K +$189 +1 +0%
FBFS
943
First Business Financial Services
Wisconsin
$453K +$61.2K +324 +16%
IFWM
944
Institute for Wealth Management
Colorado
$452K – – –
HCM
945
Hengehold Capital Management
Ohio
$451K +$189 +1 +0%
TCOV
946
Trust Company of Vermont
Vermont
$449K -$756 -4 -0.2%
EN1L
947
Engine No 1 LLC
California
$446K +$175K +928 +69%
VCM
948
Virtue Capital Management
Tennessee
$444K -$90.3K -478 -17%
VFA
949
Valeo Financial Advisors
Indiana
$442K +$66.3K +351 +18%
OIA
950
OneDigital Investment Advisors
Kansas
$439K -$18.1K -96 -4%
36 37
38
39 40