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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1101
Sutton Wealth Advisors
Florida
$281K – – –
GD
1102
Grandfield & Dodd
New York
$280K +$2.08K +11 +0.8%
IC
1103
Intersect Capital
California
$279K +$34.6K +183 +15%
RPWA
1104
Regent Peak Wealth Advisors
Georgia
$277K +$1.32K +7 +0.5%
VFM
1105
Vivid Financial Management
California
$276K – – –
FWM
1106
FFT Wealth Management
Pennsylvania
$276K +$4.72K +25 +2%
HI
1107
Humankind Investments
New York
$275K +$265K +1,404 New
H
1108
HoyleCohen
California
$274K +$189 +1 +0.1%
IIC
1109
Ironwood Investment Counsel
Arizona
$271K – – –
BFPW
1110
BOK Financial Private Wealth
Colorado
$271K +$60.8K +322 +30%
FAFN
1111
First Affirmative Financial Network
Colorado
$270K +$261K +1,382 New
KFI
1112
Key Financial Inc
Pennsylvania
$268K +$4.53K +24 +2%
RWA
1113
Ropes Wealth Advisors
Massachusetts
$267K -$32.9K -174 -11%
EWA
1114
EP Wealth Advisors
California
$267K +$21K +111 +9%
WKWM
1115
Walter & Keenan Wealth Management
Indiana
$265K -$756 -4 -0.3%
CM
1116
Cornerstone Management
Georgia
$264K – – –
EWM
1117
EPG Wealth Management
Georgia
$264K -$64.6K -342 -20%
AIA
1118
AIMZ Investment Advisors
California
$264K – – –
SIC
1119
Samalin Investment Counsel
New York
$262K +$189 +1 +0.1%
MFG
1120
Menard Financial Group
Texas
$261K +$2.83K +15 +1%
KP
1121
Keel Point
Alabama
$261K +$7.75K +41 +3%
CBT
1122
Central Bank & Trust
Kentucky
$260K – – –
MFT
1123
Moisand Fitzgerald Tamayo
Florida
$260K – – –
NPPM
1124
North Point Portfolio Managers
Ohio
$259K – – –
RPC
1125
Rossmore Private Capital
Connecticut
$259K +$23.6K +125 +10%
43 44
45
46 47