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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1001
Kanawha Capital Management
Virginia
$353K – – –
LC
1002
LCNB Corp
Ohio
$352K -$16.2K -100 -4%
LIG
1003
Lokken Investment Group
Delaware
$352K +$16.4K +101 +4%
TCMP
1004
Thrive Capital Management (Pennsylvania)
Pennsylvania
$352K +$382K +2,356 New
HCM
1005
Hengehold Capital Management
Ohio
$351K +$162 +1 +0%
CCM
1006
Covington Capital Management
California
$350K +$30.5K +188 +9%
SFO
1007
Stokes Family Office
Louisiana
$350K +$126K +779 +50%
AMIM
1008
Aull & Monroe Investment Management
Alabama
$349K – – –
MWA
1009
Meridian Wealth Advisors
Texas
$345K – – –
IFWM
1010
Institute for Wealth Management
Colorado
$345K +$162 +1 +0%
CC
1011
Callan Capital
California
$344K +$373K +2,305 New
WFG
1012
Wills Financial Group
Virginia
$342K -$68.8K -425 -16%
MFG
1013
Magnus Financial Group
New York
$341K -$5.67K -35 -2%
FA
1014
Faithward Advisors
Pennsylvania
$339K -$65.9K -407 -15%
NIC
1015
Northwest Investment Counselors
Oregon
$338K +$972 +6 +0.3%
FNA
1016
First National Advisers
Nebraska
$338K +$104K +644 +40%
EWM
1017
EPG Wealth Management
Georgia
$337K +$37.3K +230 +11%
RB
1018
Renasant Bank
Mississippi
$336K +$24.3K +150 +7%
TC
1019
Titleist Capital
Texas
$335K -$102K -628 -22%
C
1020
Certuity
Florida
$335K +$32.7K +202 +10%
CA
1021
Carson Advisory
Georgia
$333K – – –
AWM
1022
Axxcess Wealth Management
California
$333K +$15.7K +97 +5%
HPWM
1023
Highland Private Wealth Management
Washington
$333K +$35.3K +218 +11%
APP
1024
Alpha Paradigm Partners
Illinois
$333K +$361K +2,227 New
TLCM
1025
Twin Lakes Capital Management
California
$333K +$361K +2,231 New
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