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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
1001
Premier Path Wealth Partners
New Jersey
$652K -$187K -992 -21%
PCS
1002
Personal CFO Solutions
New Jersey
$651K -$18.9K -100 -3%
PWM
1003
Prosperity Wealth Management
California
$651K +$2.64K +14 +0.4%
CFO
1004
Callan Family Office
Pennsylvania
$651K -$225K -1,194 -24%
DDC
1005
DF Dent & Co
Maryland
$650K -$10.8K -57 -2%
CA
1006
Calton & Associates
Florida
$644K +$12.5K +66 +2%
BTI
1007
Blue Trust Inc
Georgia
$642K -$59.5K -315 -8%
SC
1008
Steph & Co
Wisconsin
$641K -$34.7K -184 -5%
OTL
1009
Oak Thistle LLC
New York
$639K +$686K +3,635 New
MMA
1010
Miracle Mile Advisors
California
$638K +$196K +1,037 +40%
EWS
1011
Eagle Wealth Strategies
New Jersey
$637K +$307K +1,626 +81%
WPA
1012
Wealth Preservation Advisors
Tennessee
$636K +$683K +3,620 New
MM
1013
MQS Management
New York
$635K +$682K +3,612 New
CFG
1014
Compton Financial Group
Maryland
$635K +$469K +2,482 +220%
CCWM
1015
Cassaday & Co Wealth Management
Virginia
$630K -$5.85K -31 -0.9%
DG
1016
DMC Group
Alabama
$629K +$34.4K +182 +5%
I
1017
InvesTrust
Oklahoma
$626K – – –
RWM
1018
RKL Wealth Management
Pennsylvania
$626K – – –
IAG
1019
Ipsen Advisor Group
Arkansas
$625K +$17.9K +95 +3%
CT
1020
Colonial Trust
South Carolina
$625K -$90K -477 -12%
WIC
1021
Wilkins Investment Counsel
Massachusetts
$624K – – –
KSWA
1022
Kathleen S. Wright Associates
Pennsylvania
$624K – – –
SA
1023
Stewardship Advisors
Pennsylvania
$621K +$6.98K +37 +1%
PFGIA
1024
Patriot Financial Group Insurance Agency
Massachusetts
$619K +$7.17K +38 +1%
CFG
1025
Carr Financial Group
Massachusetts
$616K -$47.2K -250 -7%
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