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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1001
CFS Investment Advisory Services
New Jersey
$645K -$11.6K -59 -2%
FBFS
1002
First Business Financial Services
Wisconsin
$644K -$73.1K -372 -10%
JMFC
1003
J.M. Forbes & Co
Massachusetts
$640K – – –
RP
1004
Riverwater Partners
Wisconsin
$639K -$21.4K -109 -3%
SGI
1005
Summit Global Investments
Utah
$639K +$651K +3,314 New
LIA
1006
LBMC Investment Advisors
Tennessee
$637K – – –
MPPLM
1007
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$635K +$19.7K +100 +3%
CGL
1008
Clarius Group LLC
Washington
$633K +$786 +4 +0.1%
OAM
1009
Oxford Asset Management
United Kingdom
$632K +$644K +3,277 New
LCM
1010
LVM Capital Management
Michigan
$630K -$81K -412 -11%
EP
1011
Edgestream Partners
New Jersey
$627K +$639K +3,249 New
SS
1012
Sunbelt Securities
Texas
$626K -$17.9K -91 -3%
PCG
1013
Prosperity Consulting Group
Maryland
$624K +$4.33K +22 +0.7%
OL
1014
one8zero8 LLC
North Carolina
$623K +$635K +3,229 New
EI
1015
Ellevest Inc
New York
$622K -$786 -4 -0.1%
BOH
1016
Bank of Hawaii
Hawaii
$618K -$6.88K -35 -1%
TCA
1017
Transcend Capital Advisors
New Jersey
$616K +$10.8K +55 +2%
WIS
1018
Wright Investors Service
Connecticut
$616K -$1.32M -6,712 -68%
SWM
1019
Spire Wealth Management
Virginia
$615K +$25K +127 +4%
ESB
1020
Essex Savings Bank
Connecticut
$615K – – –
FCFC
1021
First Citizens Financial Corp
Iowa
$612K – – –
CAM
1022
Cidel Asset Management
Ontario, Canada
$612K -$45.8K -233 -7%
CW
1023
CreativeOne Wealth
Kansas
$611K -$303K -1,539 -33%
FCMC
1024
Founders Capital Management (Connecticut)
Connecticut
$609K – – –
ECM
1025
Evergreen Capital Management
Washington
$608K +$393 +2 +0.1%
39 40
41
42 43