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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
BOCM
1101
Bontempo Ohly Capital Management
Maryland
$267K – – –
CT
1102
Coastline Trust
Rhode Island
$266K -$8.1K -50 -3%
CFO
1103
Collective Family Office
Pennsylvania
$266K +$2.11K +13 +0.7%
TCB
1104
Texas Capital Bancshares
Texas
$265K -$810 -5 -0.3%
LWM
1105
Laidlaw Wealth Management
New York
$265K +$1.3K +8 +0.5%
CAC
1106
Core Alternative Capital
Georgia
$265K +$17.7K +109 +7%
FWM
1107
FSA Wealth Management
Massachusetts
$265K +$288K +1,776 New
RTC
1108
Riverview Trust Company
Washington
$264K -$76.5K -472 -21%
AWA
1109
Arkadios Wealth Advisors
Georgia
$263K -$25.8K -159 -8%
MMG
1110
Monetary Management Group
Missouri
$263K -$24.3K -150 -8%
FFA
1111
Founders Financial Alliance
North Carolina
$263K +$12.6K +78 +5%
I
1112
INVST
Indiana
$261K -$324 -2 -0.1%
WF
1113
WoodTrust Financial
Wisconsin
$261K +$284K +1,750 New
CHAM
1114
Clear Harbor Asset Management
Connecticut
$260K -$4.21K -26 -1%
LSPW
1115
Lake Street Private Wealth
Illinois
$259K -$126K -777 -31%
AC
1116
Asio Capital
Kentucky
$259K – – –
JF
1117
Jump Financial
Illinois
$259K +$31.1K +192 +12%
KFC
1118
Klingenstein Fields & Co
New York
$257K – – –
PTP
1119
Platform Technology Partners
New York
$254K -$2.59K -16 -0.9%
EIP
1120
Easterly Investment Partners
Massachusetts
$254K – – –
MCM
1121
McRae Capital Management
New Jersey
$254K – – –
WF
1122
Wayfinding Financial
Washington
$254K +$31.8K +196 +13%
OFS
1123
OneAscent Financial Services
Alabama
$253K -$20.4K -126 -7%
SW
1124
SteelPeak Wealth
California
$252K -$4.05K -25 -1%
TFF
1125
The Family Firm
Maryland
$251K -$13K -80 -5%
43 44
45
46 47