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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
926
E&G Advisors
Texas
$521K – – –
SCI
927
S&CO Inc
Massachusetts
$521K – – –
BRWM
928
B. Riley Wealth Management
Tennessee
$521K +$40.7K +200 +8%
VAM
929
Vontobel Asset Management
New York
$520K -$9.56K -47 -2%
DAM
930
Delta Asset Management
Tennessee
$518K – – –
CW
931
CreativeOne Wealth
Kansas
$515K +$98.1K +482 +23%
CCFP
932
Charles Carroll Financial Partners
Massachusetts
$512K +$520K +2,554 New
RWI
933
Red Wave Investments
Pennsylvania
$510K -$6.72K -33 -1%
SIP
934
Stoneridge Investment Partners
Pennsylvania
$510K – – –
HT
935
HighTower Trust
Texas
$510K +$518K +2,545 New
CWP
936
Concord Wealth Partners
Virginia
$509K +$348K +1,711 +207%
LSPW
937
Lake Street Private Wealth
Illinois
$508K +$515K +2,533 New
BCM
938
Bourgeon Capital Management
Connecticut
$507K – – –
QCM
939
Quest Capital Management
Texas
$502K -$97.3K -478 -16%
TFA
940
Triad Financial Advisors
North Carolina
$502K +$509K +2,503 New
WI
941
Wintrust Investments
Illinois
$501K -$5.09K -25 -1%
FHB
942
First Hawaiian Bank
Hawaii
$500K -$25.2K -124 -5%
EM
943
Excalibur Management
Massachusetts
$499K +$19.1K +94 +4%
AFS
944
Axiom Financial Strategies
Indiana
$496K – – –
AHC
945
Adell Harriman & Carpenter
Texas
$496K -$272K -1,335 -35%
KCM
946
Kanawha Capital Management
Virginia
$495K – – –
UBG
947
United Bank (Georgia)
Georgia
$493K – – –
MCM
948
Mengis Capital Management
Oregon
$491K – – –
OCG
949
Opus Capital Group
Ohio
$491K – – –
GDP
950
Great Diamond Partners
Maine
$491K +$7.12K +35 +1%
36 37
38
39 40