We are live on ! Find out more
PNC icon

PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
951
Avidian Wealth Enterprises
Texas
$238K +$239K +2,265 New
BCI
952
Brinker Capital Investments
Pennsylvania
$238K +$239K +2,267 New
FPFS
953
First Personal Financial Services
North Carolina
$237K – – –
GIM
954
Goelzer Investment Management
Indiana
$236K -$130K -1,231 -35%
CWM
955
Chesapeake Wealth Management
Virginia
$235K -$76.8K -729 -25%
BFM
956
Boothbay Fund Management
New York
$233K +$233K +2,210 New
TSS
957
Two Sigma Securities
New York
$231K +$231K +2,191 New
BWA
958
BDO Wealth Advisors
Florida
$230K -$19K -180 -8%
VWM
959
Valley Wealth Managers
New Jersey
$228K -$13.5M -128,523 -98%
LAIC
960
Lederer & Associates Investment Counsel
California
$228K -$30K -285 -12%
PL
961
Perpetual Ltd
Australia
$228K +$228K +2,163 New
HPWM
962
Highland Private Wealth Management
Washington
$228K +$228K +2,165 New
KPW
963
Kore Private Wealth
New York
$226K -$81.1K -770 -26%
HCM
964
Hengehold Capital Management
Ohio
$226K +$105 +1 +0%
DT
965
Diversified Trust
Tennessee
$225K -$23.3K -221 -9%
SDWMA
966
Schneider Downs Wealth Management Advisors
Pennsylvania
$224K – – –
NC
967
NewSquare Capital
Pennsylvania
$224K +$134K +1,271 +148%
NAS
968
Nicolet Advisory Services
Wisconsin
$223K – – –
RA
969
RFG Advisory
Alabama
$223K +$223K +2,120 New
NIC
970
Northwest Investment Counselors
Oregon
$222K -$3.79K -36 -2%
SAM
971
Seelaus Asset Management
New Jersey
$222K +$527 +5 +0.2%
WKWM
972
Walter & Keenan Wealth Management
Indiana
$221K +$221K +2,098 New
APC
973
Aspire Private Capital
North Carolina
$220K +$6.11K +58 +3%
C
974
Certuity
Florida
$220K +$220K +2,087 New
CL
975
CPWM LLC
Washington
$219K -$5.06K -48 -2%
37 38
39
40 41