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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
976
Congress Wealth Management
Massachusetts
$343K +$119K +945 +51%
SCI
977
S&CO Inc
Massachusetts
$343K – – –
SCM
978
Shelton Capital Management
Colorado
$343K – – –
C
979
Certuity
Florida
$343K -$65.9K -524 -16%
CFGS
980
Concourse Financial Group Securities
Alabama
$343K +$10.7K +85 +3%
AFS
981
Annapolis Financial Services
Maryland
$342K – – –
FFBTD
982
First Financial Bank - Trust Division
Ohio
$342K -$16.9K -134 -5%
GWANC
983
Guardian Wealth Advisors (North Carolina)
North Carolina
$338K +$3.77K +30 +1%
MFG
984
Merit Financial Group
Georgia
$337K +$102K +811 +42%
FMWA
985
Forvis Mazars Wealth Advisors
Missouri
$336K -$231K -1,837 -40%
LWCFA
986
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$335K -$12.6K -100 -3%
CS
987
Comerica Securities
Michigan
$334K -$191K -1,521 -36%
GDP
988
Great Diamond Partners
Maine
$333K -$16.4K -130 -5%
DAM
989
Delta Asset Management
Tennessee
$330K – – –
RFM
990
Royal Fund Management
Florida
$329K +$54.7K +435 +19%
FCCM
991
First City Capital Management
Georgia
$327K -$17K -135 -5%
RBC
992
Roble Belko & Company
Pennsylvania
$326K – – –
WBG
993
Wharton Business Group
Pennsylvania
$326K – – –
SG
994
StoneX Group
New York
$324K -$44.2K -351 -12%
LNB
995
Ledyard National Bank
$324K -$3.43M -27,261 -91%
KAS
996
KPP Advisory Services
Kentucky
$323K +$332K +2,635 New
PCG
997
Prosperity Consulting Group
Maryland
$322K +$102K +812 +45%
FCP
998
Fidelis Capital Partners
Florida
$319K +$14.7K +117 +5%
HPC
999
HM Payson & Co
Maine
$316K – – –
FDCDDQ
1000
Federation des caisses Desjardins du Quebec
Quebec, Canada
$316K -$7.17K -57 -2%
38 39
40
41 42