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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMS
951
Lombard Odier Asset Management (Switzerland)
Switzerland
$453K +$451K +2,868 New
OWP
952
Obermeyer Wealth Partners
Colorado
$452K -$187K -1,189 -29%
SWA
953
Stratos Wealth Advisors
Ohio
$452K -$34.3K -218 -7%
EI
954
Ellevest Inc
New York
$451K -$2.68K -17 -0.6%
HCC
955
Hirtle Callaghan & Co
Pennsylvania
$450K – – –
MP
956
McDonald Partners
Ohio
$447K -$28.8K -183 -6%
FWM
957
Forza Wealth Management
Florida
$446K +$445K +2,827 New
EGA
958
E&G Advisors
Texas
$442K -$15.7K -100 -3%
LIM
959
Leavell Investment Management
Alabama
$442K -$15.7K -100 -3%
MVA
960
Mount Vernon Associates
Maryland
$442K – – –
FCCM
961
First City Capital Management
Georgia
$442K – – –
FDCDDQ
962
Federation des caisses Desjardins du Quebec
Quebec, Canada
$441K +$28.6K +182 +7%
AFS
963
Annapolis Financial Services
Maryland
$440K – – –
BOH
964
Bank of Hawaii
Hawaii
$440K -$22.3K -142 -5%
RAM
965
Redmond Asset Management
Virginia
$440K – – –
GDP
966
Great Diamond Partners
Maine
$439K +$23.4K +149 +6%
ALAM
967
Asahi Life Asset Management
Japan
$437K +$198K +1,260 +83%
DJSG
968
D.J. St. Germain
Massachusetts
$436K +$434K +2,756 +86%
GWANC
969
Guardian Wealth Advisors (North Carolina)
North Carolina
$436K – – –
WCM
970
Weik Capital Management
Pennsylvania
$435K +$11.8K +75 +3%
SC
971
Steph & Co
Wisconsin
$435K +$32.7K +208 +8%
MLL
972
Moody Lynn & Lieberson
Massachusetts
$434K – – –
HIC
973
Holderness Investments Company
North Carolina
$433K – – –
BWA
974
BDO Wealth Advisors
Florida
$432K +$40.9K +260 +11%
SIM
975
Sentry Investment Management
Wisconsin
$431K -$23.1K -147 -5%
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