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PNC Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
GBT
1001
Grove Bank & Trust
Florida
$232K -$15.3K -116 -6%
YIA
1002
YHB Investment Advisors
Connecticut
$231K -$28.4K -215 -11%
PFA
1003
Pathway Financial Advisors
Vermont
$228K +$529 +4 +0.2%
DAS
1004
Dynamic Advisor Solutions
Arizona
$227K +$219K +1,654 New
SWA
1005
Sutton Wealth Advisors
Florida
$227K +$2.38K +18 +1%
BST
1006
Bath Savings Trust
Maine
$223K +$214K +1,620 New
9WM
1007
9258 Wealth Management
Ohio
$220K -$27.2K -206 -11%
CH
1008
Canton Hathaway
Rhode Island
$220K +$189K +1,430 +817%
SIM
1009
SSI Investment Management
California
$218K +$209K +1,583 New
Barrow, Hanley, Mewhinney & Strauss
1010
Barrow, Hanley, Mewhinney & Strauss
Texas
$216K -$27M -203,993 -99%
CCM
1011
Carderock Capital Management
Maryland
$216K +$208K +1,575 New
SCM
1012
Stellar Capital Management
Arizona
$215K
TC
1013
Telemus Capital
Michigan
$214K -$402K -3,040 -65%
PCA
1014
Personal Capital Advisors
California
$214K -$45.6K -345 -18%
RA
1015
RFG Advisory
Alabama
$213K +$203K +1,533 New
MBT
1016
Montecito Bank & Trust
California
$213K +$205K +1,550 New
BJL
1017
Brighton Jones LLC
Washington
$212K -$932K -7,049 -82%
PWPS
1018
Pinnacle Wealth Planning Services
Ohio
$211K +$203K +1,538 New
SBSB
1019
Sullivan, Bruyette, Speros & Blaney
Virginia
$209K +$201K +1,519 New
BPC
1020
Banque Pictet & Cie
Switzerland
$209K +$201K +1,523 New
PNAA
1021
Pictet North America Advisors
Switzerland
$209K +$201K +1,523 New
BIM
1022
Baldwin Investment Management
Pennsylvania
$206K +$198K +1,500 New
HBWM
1023
Hollow Brook Wealth Management
New York
$206K +$198K +1,500 New
FFG
1024
Fortem Financial Group
California
$206K +$198K +1,501 New
WDL
1025
Well Done LLC
Michigan
$206K +$199K +1,503 New