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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
926
Prosperity Consulting Group
Maryland
$516K +$91.3K +705 +27%
OCG
927
Opus Capital Group
Ohio
$513K -$2.07K -16 -0.5%
MCM
928
Marathon Capital Management
Maryland
$511K -$25.9K -200 -6%
MCM
929
Mill Capital Management
North Carolina
$511K – – –
BSW
930
Buckingham Strategic Wealth
Missouri
$511K -$38.3K -296 -8%
EWA
931
EP Wealth Advisors
California
$510K +$58.6K +453 +16%
FCP
932
Fidelis Capital Partners
Florida
$509K +$88.8K +686 +26%
CFGS
933
Concourse Financial Group Securities
Alabama
$505K +$61K +471 +17%
SWM
934
Spire Wealth Management
Virginia
$504K -$41.3K -319 -9%
BWP
935
BSW Wealth Partners
Colorado
$504K +$8.03K +62 +2%
NAS
936
Nicolet Advisory Services
Wisconsin
$503K +$38.8K +300 +10%
VVP
937
Venture Visionary Partners
Ohio
$503K -$80.8K -624 -16%
TCA
938
Transcend Capital Advisors
New Jersey
$502K +$11.5K +89 +3%
WI
939
WBI Investments
New Jersey
$502K -$30.6K -236 -7%
SAM
940
Sompo Asset Management
Japan
$499K -$91.9K -710 -18%
FNB
941
Farmers National Bank
Kentucky
$498K -$65.6K -507 -14%
JMFC
942
J.M. Forbes & Co
Massachusetts
$496K – – –
ISWM
943
Independent Solutions Wealth Management
New York
$494K -$684K -5,280 -62%
SC
944
SouthState Corp
Florida
$492K -$36.1K -279 -8%
MCM
945
Monarch Capital Management
Indiana
$492K -$2.98K -23 -0.7%
FCFC
946
First Citizens Financial Corp
Iowa
$492K – – –
AFM
947
Armstrong Fleming & Moore
District of Columbia
$490K – – –
FCMC
948
Founders Capital Management (Connecticut)
Connecticut
$489K +$149K +1,149 +57%
SGI
949
Summit Global Investments
Utah
$488K -$53.2K -411 -12%
CIA
950
Concurrent Investment Advisors
Florida
$487K +$407K +3,144 New
36 37
38
39 40