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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
1001
CWA Asset Management Group
Florida
$315K +$66.2K +526 +26%
WBC
1002
Westpac Banking Corp
Australia
$314K +$24K +191 +8%
CCFP
1003
Charles Carroll Financial Partners
Massachusetts
$314K – – –
TF
1004
Tompkins Financial
New York
$311K – – –
MGIA
1005
Moneta Group Investment Advisors
Missouri
$311K -$179K -1,425 -36%
FG
1006
Fiduciary Group
Georgia
$309K – – –
MA
1007
Mutual Advisors
Nebraska
$308K -$12.8K -102 -4%
IIM
1008
INTECH Investment Management
Florida
$307K -$889K -7,065 -74%
PWM
1009
Palumbo Wealth Management
New York
$307K +$315K +2,500 New
ECG
1010
Edge Capital Group
Georgia
$306K -$755 -6 -0.2%
OAM
1011
Ostrum Asset Management
France
$304K -$386K -3,067 -55%
UBG
1012
United Bank (Georgia)
Georgia
$304K – – –
AC
1013
ASB Consultores
Florida
$302K -$136K -1,083 -31%
BFG
1014
Beacon Financial Group
Texas
$302K -$24.2K -192 -7%
AAP
1015
Arax Advisory Partners
Colorado
$302K +$60.8K +483 +24%
VNA
1016
Valley National Advisers
Pennsylvania
$298K +$3.9K +31 +1%
BOS
1017
Bank of Stockton
California
$297K +$327K +2,600 New
WP
1018
WMS Partners
Maryland
$296K -$58.3K -463 -16%
ECM
1019
Evergreen Capital Management
Washington
$295K -$216K -1,714 -42%
LIM
1020
Leavell Investment Management
Alabama
$294K +$503 +4 +0.2%
MIM
1021
Morningstar Investment Management
Illinois
$293K +$66.7K +530 +29%
HFP
1022
Holistic Financial Partners
Indiana
$291K +$12.3K +98 +4%
IFWM
1023
Institute for Wealth Management
Colorado
$291K -$1.01K -8 -0.3%
AWAP
1024
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$291K -$26.9K -214 -8%
CA
1025
Carson Advisory
Georgia
$289K +$2.64K +21 +0.9%
39 40
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