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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
1001
Kingswood Wealth Advisors
California
$767K +$70.8K +325 +10%
PMSA
1002
Patrick M. Sweeney & Associates
Illinois
$766K +$218 +1 +0%
CASB
1003
Cape Ann Savings Bank
Massachusetts
$761K +$6.53K +30 +0.8%
SFM
1004
Signet Financial Management
New Jersey
$753K -$5.66K -26 -0.7%
FMWA
1005
Forvis Mazars Wealth Advisors
Missouri
$751K -$49.2K -226 -6%
BWA
1006
Basecamp Wealth Advisors
Washington
$749K +$3.7K +17 +0.5%
GLLW
1007
Graves Light Lenhart Wealth
Virginia
$749K – – –
AA
1008
Armis Advisers
Georgia
$748K -$4.14K -19 -0.5%
BWP
1009
BSW Wealth Partners
Colorado
$744K +$2.83K +13 +0.4%
EPW
1010
Endeavor Private Wealth
Kansas
$744K -$24.4K -112 -3%
KCP
1011
Kera Capital Partners
California
$742K -$7.84K -36 -1%
PA
1012
Parallel Advisors
California
$738K +$21.6K +99 +3%
KSB
1013
Kennebec Savings Bank
Maine
$738K +$10.7K +49 +1%
WCM
1014
Winebrenner Capital Management
Kentucky
$730K +$3.48K +16 +0.5%
I
1015
InvesTrust
Oklahoma
$730K – – –
MK
1016
MASTERINVEST Kapitalanlage
$730K – – –
CIA
1017
Capital Investment Advisors
Georgia
$730K +$86K +395 +13%
IB
1018
Intrust Bank
Kansas
$722K -$19.2K -88 -2%
FWP
1019
Falcon Wealth Planning
California
$721K +$6.31K +29 +0.8%
FFC
1020
Frederick Financial Consultants
Maryland
$721K -$121K -556 -14%
LIA
1021
Lynx Investment Advisory
District of Columbia
$720K +$135K +622 +22%
OFG
1022
OmniStar Financial Group
North Carolina
$719K -$102K -470 -12%
FWIA
1023
Fort Washington Investment Advisors
Ohio
$719K -$8.27K -38 -1%
BTI
1024
Blue Trust Inc
Georgia
$718K +$312K +1,431 +71%
AIA
1025
Affinity Investment Advisors
California
$716K – – –
39 40
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