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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
1001
Sunbelt Securities
Texas
$627K +$30.1K +178 +6%
NPFS
1002
Novak & Powell Financial Services
Florida
$627K – – –
SFC
1003
SYM Financial Corp
Indiana
$626K +$569K +3,360 New
EM
1004
Excalibur Management
Massachusetts
$626K -$3.72K -22 -0.7%
FBB
1005
Fulton Breakefield Broenniman
Maryland
$625K +$5.42K +32 +1%
FBFS
1006
First Business Financial Services
Wisconsin
$623K – – –
JAG
1007
Journey Advisory Group
Kentucky
$619K – – –
DWM
1008
Dakota Wealth Management
Florida
$616K +$21K +124 +4%
RP
1009
Riverwater Partners
Wisconsin
$616K -$16.9K -100 -3%
LIA
1010
LBMC Investment Advisors
Tennessee
$616K – – –
NG
1011
Norden Group
Utah
$614K -$191K -1,129 -26%
CA
1012
Crumly & Associates
Illinois
$613K -$5.58K -33 -1%
CRI
1013
Commonwealth Retirement Investments
Virginia
$613K -$2.06M -12,154 -79%
SIG
1014
Stonegate Investment Group
Alabama
$611K +$60.6K +358 +12%
BFO
1015
Boston Family Office
Massachusetts
$610K – – –
LCM
1016
LVM Capital Management
Michigan
$609K – – –
YWM
1017
Yukon Wealth Management
Kansas
$608K +$2.2K +13 +0.4%
WIC
1018
Wilkins Investment Counsel
Massachusetts
$606K -$50.8K -300 -8%
FWIA
1019
Fort Washington Investment Advisors
Ohio
$602K -$278K -1,640 -34%
GWAG
1020
Garrett Wealth Advisory Group
Texas
$602K +$22.2K +131 +4%
BWP
1021
BSW Wealth Partners
Colorado
$598K -$170K -1,007 -24%
CW
1022
Code Waechter
Florida
$598K +$159K +939 +41%
TAM
1023
Tocqueville Asset Management
New York
$597K – – –
WA
1024
Waddell & Associates
Tennessee
$595K +$540K +3,193 New
FCFC
1025
First Citizens Financial Corp
Iowa
$592K – – –
39 40
41
42 43