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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
1026
Heartland Bank & Trust
Illinois
$397K +$6.72K +33 +2%
RIG
1027
Roosevelt Investment Group
New York
$396K -$11.2K -55 -3%
SC
1028
Steph & Co
Wisconsin
$395K – – –
NAS
1029
Nicolet Advisory Services
Wisconsin
$394K – – –
SHFA
1030
SC&H Financial Advisors
Maryland
$394K +$400K +1,964 New
FDCDDQ
1031
Federation des caisses Desjardins du Quebec
Quebec, Canada
$394K -$40.3K -198 -9%
SS
1032
Sunbelt Securities
Texas
$391K -$2.65K -13 -0.7%
RCAG
1033
Rehmann Capital Advisory Group
Michigan
$389K +$1.02K +5 +0.3%
I
1034
INVST
Indiana
$389K -$74.7K -367 -16%
MMG
1035
Monetary Management Group
Missouri
$386K +$20.4K +100 +5%
EFSCE
1036
Enterprise Financial Services Corp (EFSC)
Missouri
$385K +$4.68K +23 +1%
JAG
1037
Journey Advisory Group
Kentucky
$384K +$20.4K +100 +6%
WS
1038
Wedbush Securities
California
$384K +$73.7K +362 +23%
4WM
1039
44 Wealth Management
Oregon
$382K -$112K -549 -22%
BHBT
1040
Burke & Herbert Bank & Trust
Virginia
$382K -$2.04K -10 -0.5%
LW
1041
Linscomb Wealth
Texas
$382K – – –
EWA
1042
EP Wealth Advisors
California
$382K +$110K +540 +40%
FPFS
1043
First Personal Financial Services
North Carolina
$381K -$10.2K -50 -3%
IBOK
1044
Independence Bank of Kentucky
Kentucky
$375K – – –
MRCM
1045
M&R Capital Management
New Jersey
$375K – – –
LIA
1046
LBMC Investment Advisors
Tennessee
$374K -$180K -884 -32%
RWA
1047
Ropes Wealth Advisors
Massachusetts
$374K +$101K +498 +36%
GC
1048
Gratus Capital
Georgia
$373K – – –
DAS
1049
Dynamic Advisor Solutions
Arizona
$372K -$58.6K -288 -13%
FMLI
1050
Fukoku Mutual Life Insurance
Japan
$371K +$12.2K +60 +3%
40 41
42
43 44