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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
1051
Edgemoor Investment Advisors
Maryland
$321K -$20.1K -107 -6%
VWM
1052
Valley Wealth Managers
New Jersey
$321K +$3.38K +18 +1%
TFF
1053
The Family Firm
Maryland
$320K +$1.88K +10 +0.6%
MBT
1054
Montecito Bank & Trust
California
$317K +$31.9K +170 +11%
CFA
1055
CWS Financial Advisors
Michigan
$316K – – –
WW
1056
Westshore Wealth
California
$315K – – –
WP
1057
WealthSource Partners
California
$315K +$17.6K +94 +6%
ISWM
1058
Independent Solutions Wealth Management
New York
$315K +$309K +1,649 New
CCMD
1059
Cypress Capital Management (Delaware)
Delaware
$312K -$309K -1,646 -50%
QCM
1060
Quantinno Capital Management
New York
$312K – – –
WDL
1061
Well Done LLC
Michigan
$312K – – –
AC
1062
Asio Capital
Kentucky
$310K – – –
WPA
1063
Winning Points Advisors
Florida
$310K – – –
C
1064
Certuity
Florida
$309K -$58.2K -310 -16%
CFO
1065
Collective Family Office
Pennsylvania
$307K – – –
KNW
1066
Kesler Norman & Wride
Utah
$306K -$1.31K -7 -0.4%
PCA
1067
Personal Capital Advisors
California
$306K +$27.8K +148 +10%
JIP
1068
Jaffetilchin Investment Partners
Florida
$306K +$323K +1,719 New
CAG
1069
Csenge Advisory Group
Florida
$304K +$14.5K +77 +5%
IWM
1070
IHT Wealth Management
Illinois
$303K -$52K -277 -15%
BIM
1071
Bridges Investment Management
Nebraska
$301K – – –
LC
1072
Lindbrook Capital
California
$301K – – –
MAM
1073
Marotta Asset Management
Virginia
$298K +$10.3K +55 +4%
FDCDDQ
1074
Federation des caisses Desjardins du Quebec
Quebec, Canada
$297K +$80.9K +431 +38%
CRC
1075
Curi RMB Capital
Illinois
$297K – – –
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