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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1001
Western Wealth Management
Colorado
$449K +$15.6K +77 +3%
WI
1002
WrapManager Inc
California
$448K +$25.3K +125 +5%
EM
1003
Excalibur Management
Massachusetts
$447K -$13.5K -67 -3%
PIM
1004
Perpetual Investment Management
Australia
$445K – – –
CBB
1005
Citizens Business Bank
California
$443K -$1.38M -6,815 -74%
A
1006
Astrantus
Cyprus
$443K +$485K +2,400 New
RMDI
1007
R.M. Davis Inc
Maine
$441K +$148K +734 +44%
LIM
1008
Leavell Investment Management
Alabama
$435K – – –
GDP
1009
Great Diamond Partners
Maine
$434K -$19.2K -95 -4%
SB
1010
Simmons Bank
Arkansas
$432K – – –
IA
1011
Insight Advisors
Pennsylvania
$432K +$473K +2,341 New
AMIM
1012
Aull & Monroe Investment Management
Alabama
$431K -$10.1K -50 -2%
UAML
1013
US Asset Management LLC
Pennsylvania
$430K – – –
EWM
1014
Evermay Wealth Management
Virginia
$430K +$12.1K +60 +3%
AHC
1015
Adell Harriman & Carpenter
Texas
$428K -$30.3K -150 -6%
DMBA
1016
Deseret Mutual Benefit Administrators
Utah
$428K -$83.9K -415 -15%
WPW
1017
Warther Private Wealth
Ohio
$427K +$30.5K +151 +7%
HCM
1018
Hengehold Capital Management
Ohio
$426K – – –
IFWM
1019
Institute for Wealth Management
Colorado
$426K – – –
WA
1020
Wealth Alliance
New York
$423K -$14.4K -71 -3%
EI
1021
Ellevest Inc
New York
$423K +$36.2K +179 +8%
AG
1022
AIA Group
Hong Kong
$421K +$113K +557 +32%
BC
1023
Bridgefront Capital
Texas
$421K +$213K +1,056 +86%
GC
1024
Gilbert & Cook
Iowa
$420K +$34.8K +172 +8%
NP
1025
NorthRock Partners
Minnesota
$418K -$343K -1,698 -43%
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