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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1076
Westover Capital Advisors
Delaware
$530K – – –
CPA
1077
Capital Performance Advisors
California
$530K +$481K +2,841 New
BIM
1078
Baldwin Investment Management
Pennsylvania
$528K – – –
EWM
1079
Empirical Wealth Management
Washington
$527K -$102K -604 -18%
KP
1080
Keel Point
Alabama
$525K +$179K +1,058 +60%
LS
1081
Livforsakringsbolaget Skandia
Sweden
$524K – – –
IWM
1082
IHT Wealth Management
Illinois
$524K -$67.4K -398 -12%
BOJHT
1083
Bank of Jackson Hole Trust
Wyoming
$522K +$97.5K +576 +26%
WI
1084
WrapManager Inc
California
$521K -$92.4K -546 -16%
SCI
1085
S&CO Inc
Massachusetts
$521K – – –
FMP
1086
Financial Management Professionals
Texas
$517K -$15.4K -91 -3%
CIS
1087
Connors Investor Services
Pennsylvania
$517K – – –
MSWM
1088
McGlone Suttner Wealth Management
Wisconsin
$516K +$28.1K +166 +6%
EI
1089
Ellevest Inc
New York
$516K -$114K -675 -20%
BTWM
1090
Brass Tax Wealth Management
Ohio
$514K +$467K +2,758 New
QWP
1091
Quotient Wealth Partners
Texas
$514K -$5.08K -30 -1%
LIM
1092
Leavell Investment Management
Alabama
$511K +$12K +71 +3%
CGL
1093
Clarius Group LLC
Washington
$510K -$210K -1,241 -31%
MPIA
1094
Mountain Pacific Investment Advisers
Idaho
$510K – – –
MFS
1095
Mirabella Financial Services
United Kingdom
$509K -$1.45M -8,564 -76%
SWA
1096
Sax Wealth Advisors
New Jersey
$507K +$95.4K +564 +26%
EWA
1097
Etesian Wealth Advisors
Oregon
$507K -$67K -396 -13%
CT
1098
Caldwell Trust
Florida
$505K – – –
KMWM
1099
Keudell/Morrison Wealth Management
Oregon
$505K +$115K +677 +33%
CPC
1100
Cookson Peirce & Co
Pennsylvania
$504K -$700K -4,138 -61%
42 43
44
45 46