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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1101
Windsor Advisory Group
Ohio
$252K – – –
GSEP
1102
Golden State Equity Partners
California
$250K +$242K +1,984 New
AAP
1103
Arax Advisory Partners
Colorado
$249K +$3.91K +32 +2%
TCM
1104
Tributary Capital Management
Nebraska
$248K -$11K -90 -4%
TAIM
1105
TD Ameritrade Investment Management
Nebraska
$247K +$28K +229 +13%
CCA
1106
Cobblestone Capital Advisors
New York
$247K – – –
LCGC
1107
Legacy Capital Group California
California
$247K +$11.2K +92 +5%
WF
1108
Wayfinding Financial
Washington
$245K +$7.7K +63 +4%
GAB
1109
German American Bancorp
Indiana
$245K – – –
MFG
1110
Merit Financial Group
Georgia
$244K +$236K +1,935 New
PWM
1111
Prosperity Wealth Management
California
$244K +$14.7K +120 +7%
SFG
1112
StrategIQ Financial Group
Indiana
$242K +$21.4K +175 +10%
AWP
1113
Atlas Wealth Partners
Pennsylvania
$242K +$220K +1,800 New
TA
1114
Townsend & Associates
Colorado
$240K – – –
DC
1115
Diametric Capital
Massachusetts
$240K +$233K +1,907 New
FBT
1116
First Bankers Trust
Kentucky
$237K -$367 -3 -0.2%
SGI
1117
Summit Global Investments
Utah
$237K -$55.1K -451 -19%
FM
1118
Foster & Motley
Ohio
$235K +$30.4K +249 +15%
FTWA
1119
Fifth Third Wealth Advisors
Ohio
$234K +$227K +1,861 New
MIM
1120
Morningstar Investment Management
Illinois
$234K – – –
CWM
1121
Congress Wealth Management
Massachusetts
$233K -$6.72K -55 -3%
FMLI
1122
Fukoku Mutual Life Insurance
Japan
$233K – – –
HIGP
1123
Hill Investment Group Partners
Missouri
$232K – – –
WWM
1124
Western Wealth Management
Colorado
$232K +$32.1K +263 +17%
BB
1125
Busey Bank
Illinois
$232K -$23.5K -192 -9%
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