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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
1026
Millstone Evans Group
Colorado
$608K +$620K +3,153 New
CA
1027
Crumly & Associates
Illinois
$607K +$26.9K +137 +5%
LSWP
1028
Liberty Square Wealth Partners
Pennsylvania
$607K +$615K +3,131 New
AIA
1029
Angeles Investment Advisors
California
$606K +$63.3K +322 +11%
IWM
1030
IHT Wealth Management
Illinois
$606K -$269K -1,370 -30%
QWP
1031
Quotient Wealth Partners
Texas
$604K -$70.2K -357 -10%
PHAM
1032
Palisades Hudson Asset Management
Florida
$602K – – –
EWA
1033
Etesian Wealth Advisors
Oregon
$601K -$126K -643 -17%
DA
1034
Denali Advisors
California
$598K -$374K -1,900 -38%
KSB
1035
Kennebec Savings Bank
Maine
$591K +$1.38K +7 +0.2%
BIM
1036
Baldwin Investment Management
Pennsylvania
$585K -$269K -1,367 -31%
CT
1037
Caldwell Trust
Florida
$585K -$40.9K -208 -6%
MLA
1038
MB, Levis & Associates
Pennsylvania
$585K -$3.54K -18 -0.6%
GL
1039
Graypoint LLC
New York
$585K +$42.9K +218 +8%
TWA
1040
Tandem Wealth Advisors
Arizona
$582K – – –
LIA
1041
Lynx Investment Advisory
District of Columbia
$580K +$393 +2 +0.1%
HFA
1042
High Falls Advisors
New York
$579K +$197K +1,000 +50%
AFM
1043
Armstrong Fleming & Moore
District of Columbia
$579K – – –
NP
1044
NorthRock Partners
Minnesota
$576K -$15.5K -79 -3%
OCM
1045
One Capital Management
California
$574K -$1.38K -7 -0.2%
JWCA
1046
J.W. Cole Advisors
Florida
$571K -$375K -1,910 -39%
HAFS
1047
Hapanowicz & Associates Financial Services
Pennsylvania
$569K – – –
PMSA
1048
Patrick M. Sweeney & Associates
Illinois
$569K +$2.16K +11 +0.4%
SPI
1049
Santori & Peters Inc
Pennsylvania
$568K +$3.34K +17 +0.6%
ACP
1050
Aviance Capital Partners
Florida
$564K – – –
40 41
42
43 44