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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
976
Bar Harbor Wealth Management
New Hampshire
$361K -$126K -1,035 -27%
SAM
977
Sompo Asset Management
Japan
$360K +$2.44K +20 +0.7%
SDWMA
978
Schneider Downs Wealth Management Advisors
Pennsylvania
$360K -$18.3K -150 -5%
GDP
979
Great Diamond Partners
Maine
$358K -$7.09K -58 -2%
MG
980
Mather Group
Illinois
$358K +$29.2K +239 +9%
CIAS
981
CFS Investment Advisory Services
New Jersey
$357K +$347K +2,837 New
HIC
982
Holderness Investments Company
North Carolina
$356K +$10.6K +87 +3%
PA
983
Parallel Advisors
California
$356K +$30.9K +253 +10%
WG
984
Welch Group
Alabama
$356K -$41.3K -338 -11%
EM
985
Excalibur Management
Massachusetts
$353K +$15.6K +128 +5%
NAS
986
Nicolet Advisory Services
Wisconsin
$352K +$26.4K +216 +8%
FCCM
987
First City Capital Management
Georgia
$352K – – –
SIM
988
Sentry Investment Management
Wisconsin
$352K – – –
SCI
989
S&CO Inc
Massachusetts
$352K +$24.4K +200 +8%
SCM
990
Shelton Capital Management
Colorado
$352K -$7.09K -58 -2%
AFS
991
Annapolis Financial Services
Maryland
$351K – – –
ACIM
992
Azimuth Capital Investment Management
Michigan
$351K – – –
JCM
993
J2 Capital Management
Michigan
$350K +$340K +2,779 New
MVA
994
Mount Vernon Associates
Maryland
$350K – – –
IA
995
IFP Advisors
Florida
$347K -$228K -1,863 -40%
MLL
996
Moody Lynn & Lieberson
Massachusetts
$347K – – –
GWANC
997
Guardian Wealth Advisors (North Carolina)
North Carolina
$343K +$12.2K +100 +4%
NIC
998
Northwest Investment Counselors
Oregon
$341K +$12.2K +100 +4%
CFGS
999
Concourse Financial Group Securities
Alabama
$341K -$13.3K -109 -4%
WPW
1000
Waldron Private Wealth
Pennsylvania
$340K -$313K -2,564 -49%
38 39
40
41 42