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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
976
Valmark Advisers
Ohio
$701K -$3.59K -19 -0.5%
CGL
977
Clarius Group LLC
Washington
$699K +$131K +693 +21%
NP
978
NorthRock Partners
Minnesota
$697K +$184K +976 +33%
PR
979
Payden & Rygel
California
$686K -$14.9M -79,100 -95%
SMH
980
Sanders Morris Harris
Texas
$685K – – –
QWM
981
Quadcap Wealth Management
Texas
$682K -$3.4K -18 -0.5%
CASB
982
Cape Ann Savings Bank
Massachusetts
$681K +$732K +3,876 New
UF
983
Univest Financial
Pennsylvania
$679K -$22.5K -119 -3%
WMP
984
Wealth Management Partners
Arizona
$678K +$728K +3,855 New
ACM
985
Aurdan Capital Management
Pennsylvania
$675K – – –
SVWAG
986
Sound View Wealth Advisors Group
Georgia
$675K -$743K -3,937 -51%
WIA
987
World Investment Advisors
California
$674K -$9.25K -49 -1%
ADL
988
Asset Dedication LLC
California
$671K -$12.8K -68 -2%
CIC
989
Chilton Investment Company
Connecticut
$671K – – –
KAS
990
KPP Advisory Services
Kentucky
$668K +$23.6K +125 +3%
EPW
991
Endeavor Private Wealth
Kansas
$663K +$589K +3,121 +479%
KRW
992
Kaufman Rossin Wealth
Florida
$661K +$710K +3,762 New
LCWP
993
Legacy Capital Wealth Partners
Arkansas
$660K -$24.7K -131 -3%
FFA
994
Founders Financial Alliance
North Carolina
$660K -$23.4K -124 -3%
VHAM
995
Van Hulzen Asset Management
California
$659K -$80K -424 -10%
AWM
996
Affinity Wealth Management
Delaware
$658K – – –
EA
997
Everpar Advisors
Oklahoma
$656K -$124K -656 -15%
SFM
998
Signet Financial Management
New Jersey
$656K -$52.9K -280 -7%
PA
999
Parallel Advisors
California
$656K +$566 +3 +0.1%
AIA
1000
Affinity Investment Advisors
California
$654K +$702K +3,721 New
38 39
40
41 42