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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1001
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$509K -$8.77K -50 -2%
NAS
1002
Nicolet Advisory Services
Wisconsin
$508K -$155K -882 -24%
MPPW
1003
Mitchell & Pahl Private Wealth
Oklahoma
$506K -$6.49K -37 -1%
IB
1004
Intrust Bank
Kansas
$505K +$8.94K +51 +2%
GC
1005
Gilbert & Cook
Iowa
$504K -$351 -2 -0.1%
WFAG
1006
Wescott Financial Advisory Group
Pennsylvania
$504K -$269K -1,533 -36%
FIM
1007
Freedom Investment Management
Connecticut
$503K -$35.2K -201 -7%
TAM
1008
Tocqueville Asset Management
New York
$503K -$122K -698 -20%
FFBTD
1009
First Financial Bank - Trust Division
Ohio
$502K -$30.2K -172 -6%
BHWM
1010
Bar Harbor Wealth Management
New Hampshire
$499K – – –
MIM
1011
Merrion Investment Management
New Jersey
$499K – – –
ARC
1012
Advisor Resource Council
Texas
$498K +$472K +2,692 New
KIG
1013
Kowal Investment Group
Wisconsin
$498K +$8.42K +48 +2%
PPC
1014
Park Place Capital
Alabama
$494K -$83.1K -474 -15%
WBG
1015
Wharton Business Group
Pennsylvania
$491K +$169K +964 +57%
BB
1016
Berkshire Bank
Massachusetts
$489K -$9.29K -53 -2%
ECG
1017
Edge Capital Group
Georgia
$488K – – –
SIG
1018
Stonegate Investment Group
Alabama
$488K +$701 +4 +0.2%
VVP
1019
Venture Visionary Partners
Ohio
$486K -$164K -937 -26%
AIP
1020
Almanack Investment Partners
Pennsylvania
$484K – – –
SG
1021
StoneX Group
New York
$483K +$38.4K +219 +9%
AG
1022
AlTi Global
New York
$482K -$5.1M -29,089 -92%
MAM
1023
Morse Asset Management
Connecticut
$481K +$456K +2,600 New
HPC
1024
HM Payson & Co
Maine
$480K -$40K -228 -8%
DAM
1025
Delta Asset Management
Tennessee
$480K -$14.9K -85 -3%
39 40
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