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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1001
Capital Performance Advisors
California
$677K +$104K +526 +19%
NPFS
1002
Novak & Powell Financial Services
Florida
$676K – – –
SCI
1003
Stableford Capital II
Arizona
$676K +$2.57K +13 +0.4%
EM
1004
Excalibur Management
Massachusetts
$676K +$1.38K +7 +0.2%
SW
1005
SVB Wealth
Massachusetts
$673K -$24.9K -126 -4%
SC
1006
Syon Capital
California
$672K +$83.1K +420 +14%
PCS
1007
Personal CFO Solutions
New Jersey
$671K -$46.5K -235 -7%
FBFS
1008
First Business Financial Services
Wisconsin
$671K – – –
CW
1009
CreativeOne Wealth
Kansas
$671K -$30.9K -156 -4%
WWC
1010
Waypoint Wealth Counsel
Georgia
$671K +$178K +899 +37%
JAG
1011
Journey Advisory Group
Kentucky
$667K +$593 +3 +0.1%
IB
1012
Intrust Bank
Kansas
$667K +$37.2K +188 +6%
SFS
1013
Sowell Financial Services
Arkansas
$667K +$28.7K +145 +5%
LIA
1014
LBMC Investment Advisors
Tennessee
$664K – – –
YWM
1015
Yukon Wealth Management
Kansas
$661K +$5.93K +30 +0.9%
BFO
1016
Boston Family Office
Massachusetts
$657K – – –
LCM
1017
LVM Capital Management
Michigan
$656K – – –
AWA
1018
Aaron Wealth Advisors
Illinois
$652K +$310K +1,567 +93%
AC
1019
Armistice Capital
New York
$649K +$639K +3,231 New
RCM
1020
RNC Capital Management
California
$643K -$643K -3,250 -50%
TAM
1021
Tocqueville Asset Management
New York
$643K – – –
FWA
1022
FSM Wealth Advisors
Ohio
$641K +$39.8K +201 +7%
RP
1023
Riverwater Partners
Wisconsin
$641K -$22.7K -115 -3%
EGM
1024
Engineers Gate Manager
New York
$639K -$1.27M -6,429 -67%
SIG
1025
Stonegate Investment Group
Alabama
$639K -$19.6K -99 -3%
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