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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
1051
Journey Advisory Group
Kentucky
$583K -$169K -893 -21%
SFS
1052
Sowell Financial Services
Arkansas
$582K +$625K +3,312 New
LIA
1053
LBMC Investment Advisors
Tennessee
$580K – – –
CW
1054
CreativeOne Wealth
Kansas
$579K +$23.6K +125 +4%
BFO
1055
Boston Family Office
Massachusetts
$575K -$43.4K -230 -7%
LCM
1056
LVM Capital Management
Michigan
$574K – – –
FRA
1057
Frank Rimerman Advisors
California
$574K -$70K -371 -10%
SWM
1058
Spire Wealth Management
Virginia
$573K +$13K +69 +2%
YWM
1059
Yukon Wealth Management
Kansas
$571K +$613K +3,248 New
TCOV
1060
Trust Company of Vermont
Vermont
$569K -$140K -739 -19%
IWM
1061
IHT Wealth Management
Illinois
$564K +$12.6K +67 +2%
TAM
1062
Tocqueville Asset Management
New York
$562K +$94.4K +500 +19%
ECM
1063
Evergreen Capital Management
Washington
$562K +$8.12K +43 +1%
TCA
1064
Transcend Capital Advisors
New Jersey
$561K -$566 -3 -0.1%
DWM
1065
Dakota Wealth Management
Florida
$559K -$184K -974 -23%
KSB
1066
Kennebec Savings Bank
Maine
$559K +$20K +106 +3%
FCFC
1067
First Citizens Financial Corp
Iowa
$558K – – –
MEG
1068
Millstone Evans Group
Colorado
$557K +$2.83K +15 +0.5%
FCMC
1069
Founders Capital Management (Connecticut)
Connecticut
$555K – – –
BFS
1070
Bard Financial Services
Connecticut
$554K -$94.4K -500 -14%
MFG
1071
Magnus Financial Group
New York
$553K -$44K -233 -7%
ESB
1072
Essex Savings Bank
Connecticut
$552K -$8.68K -46 -1%
TPW
1073
Tiller Private Wealth
Pennsylvania
$551K +$290K +1,536 +96%
LSWP
1074
Liberty Square Wealth Partners
Pennsylvania
$550K – – –
PCG
1075
Prosperity Consulting Group
Maryland
$549K -$20.6K -109 -3%
41 42
43
44 45