We are live on ! Find out more
PNC icon

PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1001
Crumly & Associates
Illinois
$726K -$4.83K -25 -0.7%
FNBT
1002
FineMark National Bank & Trust
Florida
$726K -$202K -1,046 -23%
AA
1003
Armis Advisers
Georgia
$723K -$500K -2,592 -42%
SMC
1004
Smith, Moore & Co
Missouri
$723K +$281K +1,455 +72%
PA
1005
Parallel Advisors
California
$720K -$3.86K -20 -0.6%
AIA
1006
Affinity Investment Advisors
California
$718K – – –
SCM
1007
SOL Capital Management
Maryland
$718K – – –
FWP
1008
Falcon Wealth Planning
California
$718K +$112K +579 +20%
UF
1009
Univest Financial
Pennsylvania
$717K -$16.6K -86 -2%
GM
1010
GeoWealth Management
Illinois
$713K -$99.4K -515 -13%
SS
1011
Sunbelt Securities
Texas
$713K +$2.51K +13 +0.4%
SVWAG
1012
Sound View Wealth Advisors Group
Georgia
$712K – – –
EB
1013
Emprise Bank
Kansas
$711K – – –
QC
1014
Quadrature Capital
United Kingdom
$711K +$657K +3,405 New
SAI
1015
Savvy Advisors Inc
New York
$706K -$163K -847 -20%
CT
1016
Colonial Trust
South Carolina
$704K -$206K -1,068 -24%
LA
1017
LBP AM
France
$704K -$358K -1,853 -35%
NPFS
1018
Novak & Powell Financial Services
Florida
$702K – – –
KWA
1019
Kingswood Wealth Advisors
California
$701K +$120K +621 +23%
CFG
1020
Carr Financial Group
Massachusetts
$699K -$37.1K -192 -5%
FFA
1021
Founders Financial Alliance
North Carolina
$698K -$32K -166 -5%
TPW
1022
Tiller Private Wealth
Pennsylvania
$696K +$53.1K +275 +9%
GSB
1023
Greenfield Savings Bank
Massachusetts
$693K -$32.8K -170 -5%
EM
1024
Excalibur Management
Massachusetts
$690K -$10.8K -56 -2%
WMS
1025
Wealth Management Strategies
Pennsylvania
$690K +$197K +1,021 +45%
39 40
41
42 43