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PNC Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1051
Drive Wealth Management
Utah
$812K +$212K +947 +40%
FWP
1052
Falcon Wealth Planning
California
$812K -$38.1K -170 -5%
UF
1053
Univest Financial
Pennsylvania
$806K +$49.9K +223 +7%
LCM
1054
LVM Capital Management
Michigan
$804K – – –
EB
1055
Emprise Bank
Kansas
$801K -$9.63K -43 -1%
ACM
1056
Alethea Capital Management
Washington
$801K +$729K +3,254 New
PAM
1057
Panagora Asset Management
Massachusetts
$799K -$6.52M -29,106 -90%
TI
1058
Trexquant Investment
Connecticut
$798K -$5.57M -24,887 -88%
Koshinski Asset Management
1059
Koshinski Asset Management
Illinois
$798K +$43K +192 +6%
CT
1060
Colonial Trust
South Carolina
$794K +$7.17K +32 +1%
MEG
1061
Millstone Evans Group
Colorado
$792K +$6.27K +28 +0.9%
AWM
1062
Affinity Wealth Management
Delaware
$792K – – –
OCM
1063
One Capital Management
California
$792K – – –
FWA
1064
FSM Wealth Advisors
Ohio
$791K +$12.5K +56 +2%
WETS
1065
Wealth Enhancement Trust Services
South Dakota
$790K -$27.8K -124 -4%
TWM
1066
Thrive Wealth Management
Pennsylvania
$788K -$335K -1,498 -32%
TL
1067
Tradewinds LLC
North Carolina
$782K +$3.4M +15,168 New
GC
1068
Gilbert & Cook
Iowa
$775K +$9.4K +42 +1%
LSWP
1069
Liberty Square Wealth Partners
Pennsylvania
$771K -$1.12K -5 -0.2%
SWA
1070
Sax Wealth Advisors
New Jersey
$771K +$109K +488 +15%
NP
1071
Nilsine Partners
Colorado
$770K +$30.5K +136 +5%
EP
1072
Essential Partners
California
$768K -$2.16M -9,652 -76%
CAG
1073
Crestwood Advisors Group
Massachusetts
$763K +$139K +619 +25%
AWE
1074
Avidian Wealth Enterprises
Texas
$762K +$47K +210 +7%
BWM
1075
BlackDiamond Wealth Management
New York
$761K +$4.03K +18 +0.6%