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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1001
Nicolet Advisory Services
Wisconsin
$375K – – –
FPFS
1002
First Personal Financial Services
North Carolina
$372K – – –
DAS
1003
Dynamic Advisor Solutions
Arizona
$372K +$4.13K +22 +1%
IA
1004
IFP Advisors
Florida
$371K +$70.8K +377 +24%
BONH
1005
Bank of New Hampshire
New Hampshire
$371K +$365K +1,945 New
GC
1006
Gilbert & Cook
Iowa
$370K +$9.2K +49 +3%
MMG
1007
Monetary Management Group
Missouri
$367K -$9.38K -50 -3%
SWM
1008
SeaCrest Wealth Management
New York
$366K -$18.2K -97 -5%
BHBT
1009
Burke & Herbert Bank & Trust
Virginia
$366K -$1.69K -9 -0.5%
VFA
1010
Valeo Financial Advisors
Indiana
$364K -$55.7K -297 -13%
SWMG
1011
Strategic Wealth Management Group
Maryland
$364K – – –
HFBOT
1012
Home Federal Bank of Tennessee
Tennessee
$362K – – –
IBOK
1013
Independence Bank of Kentucky
Kentucky
$361K -$4.69K -25 -1%
1IA
1014
1834 Investment Advisors
Wisconsin
$361K +$92.2K +491 +35%
WIC
1015
Whitegate Investment Counselors
New Hampshire
$358K – – –
MRCM
1016
M&R Capital Management
New Jersey
$357K – – –
LIA
1017
LBMC Investment Advisors
Tennessee
$357K +$351K +1,869 New
VVP
1018
Venture Visionary Partners
Ohio
$356K -$30.4K -162 -8%
GC
1019
Gratus Capital
Georgia
$355K -$386K -2,056 -52%
LW
1020
Linscomb Wealth
Texas
$355K – – –
MYLI
1021
Meiji Yasuda Life Insurance
Japan
$351K -$17.5K -93 -5%
CT
1022
Coastline Trust
Rhode Island
$350K -$3.75K -20 -1%
FRM
1023
Fox Run Management
Connecticut
$348K -$315K -1,677 -48%
WCM
1024
Weik Capital Management
Pennsylvania
$347K – – –
AAP
1025
Arax Advisory Partners
Colorado
$347K +$342K +1,820 New
39 40
41
42 43