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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
CD
1051
Chapin Davis
Maryland
$361K – – –
BTWM
1052
Baker Tilly Wealth Management
Wisconsin
$361K -$63.3K -489 -17%
UAML
1053
US Asset Management LLC
Pennsylvania
$358K +$299K +2,310 New
RPCONE
1054
Retirement Planning Company of New England
Rhode Island
$358K +$5.83K +45 +2%
MWA
1055
Meridian Wealth Advisors
Texas
$358K – – –
AIP
1056
Almanack Investment Partners
Pennsylvania
$356K +$85.5K +660 +40%
LWM
1057
Lakeridge Wealth Management
Ohio
$356K +$298K +2,298 New
AAM
1058
Aureus Asset Management
Massachusetts
$356K -$171K -1,320 -36%
PMSA
1059
Patrick M. Sweeney & Associates
Illinois
$355K +$297K +2,294 New
FAIM
1060
Financial Advocates Investment Management
Washington
$355K +$12.7K +98 +4%
FTWA
1061
Fifth Third Wealth Advisors
Ohio
$355K -$1.68K -13 -0.6%
VCM
1062
Virtue Capital Management
Tennessee
$355K -$204K -1,579 -41%
IFWM
1063
Institute for Wealth Management
Colorado
$354K -$10.7K -83 -4%
BEI
1064
Benjamin Edwards Inc
Missouri
$353K +$6.08K +47 +2%
OWA
1065
One Wealth Advisors
California
$350K -$2.59K -20 -0.9%
HB
1066
HTLF Bank
Colorado
$350K +$293K +2,261 New
FPGT
1067
Financial Partners Group (Tennessee)
Tennessee
$349K +$6.86K +53 +2%
TCOV
1068
Trust Company of Vermont
Vermont
$349K -$97.7K -755 -25%
BCA
1069
Bay Colony Advisors
Massachusetts
$348K +$129 +1 +0%
NIC
1070
Northwest Investment Counselors
Oregon
$347K +$3.88K +30 +1%
PL
1071
Plancorp LLC
Missouri
$346K -$7.77K -60 -3%
DI
1072
DFPG Investments
Utah
$343K +$2.46K +19 +0.8%
MSFS
1073
Main Street Financial Solutions
Pennsylvania
$342K -$15.8K -122 -5%
CWA
1074
Clearview Wealth Advisors
Oregon
$342K -$1.04K -8 -0.4%
CSIA
1075
Conrad Siegel Investment Advisors
Pennsylvania
$341K -$6.99K -54 -2%
41 42
43
44 45