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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
951
Concourse Financial Group Securities
Alabama
$519K +$6.97K +45 +1%
CGL
952
Clarius Group LLC
Washington
$519K -$29.9K -193 -5%
KWA
953
Kingswood Wealth Advisors
California
$519K +$135K +870 +35%
FRM
954
Fox Run Management
Connecticut
$516K -$479K -3,090 -48%
JMFC
955
J.M. Forbes & Co
Massachusetts
$516K – – –
LIA
956
LBMC Investment Advisors
Tennessee
$513K – – –
XT
957
XTX Topco
Cayman Islands
$512K +$510K +3,290 New
PAM
958
Panagora Asset Management
Massachusetts
$508K -$261K -1,684 -34%
IWM
959
IHT Wealth Management
Illinois
$502K -$100K -648 -17%
AIA
960
Angeles Investment Advisors
California
$501K -$127K -820 -20%
FCMC
961
Founders Capital Management (Connecticut)
Connecticut
$496K – – –
TCA
962
Transcend Capital Advisors
New Jersey
$496K -$12.6K -81 -2%
ESB
963
Essex Savings Bank
Connecticut
$496K -$26.3K -170 -5%
RAM
964
Readystate Asset Management
Illinois
$495K +$493K +3,181 New
FCFC
965
First Citizens Financial Corp
Iowa
$494K -$620 -4 -0.1%
EI
966
Ellevest Inc
New York
$493K +$40.9K +264 +9%
PPC
967
Park Place Capital
Alabama
$489K -$144K -927 -23%
MM
968
MQS Management
New York
$487K +$485K +3,131 New
PHAM
969
Palisades Hudson Asset Management
Florida
$486K – – –
LWCFA
970
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$486K -$7.75K -50 -2%
MPPLM
971
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$485K +$1.55K +10 +0.3%
SAM
972
Smithbridge Asset Management
Pennsylvania
$484K – – –
CT
973
Caldwell Trust
Florida
$481K -$13.5K -87 -3%
GWMR
974
GC Wealth Management RIA
Massachusetts
$476K -$46.2K -298 -9%
BSW
975
Buckingham Strategic Wealth
Missouri
$474K -$4.8K -31 -1%
37 38
39
40 41