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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
1101
Beck Mack & Oliver
New York
$252K – – –
WAG
1102
Windsor Advisory Group
Ohio
$252K – – –
GSEP
1103
Golden State Equity Partners
California
$250K +$242K +1,984 New
AAP
1104
Arax Advisory Partners
Colorado
$249K +$3.91K +32 +2%
TCM
1105
Tributary Capital Management
Nebraska
$248K -$11K -90 -4%
TAIM
1106
TD Ameritrade Investment Management
Nebraska
$247K +$28K +229 +13%
CCA
1107
Cobblestone Capital Advisors
New York
$247K – – –
LCGC
1108
Legacy Capital Group California
California
$247K +$11.2K +92 +5%
WF
1109
Wayfinding Financial
Washington
$245K +$7.7K +63 +4%
GAB
1110
German American Bancorp
Indiana
$245K – – –
MFG
1111
Merit Financial Group
Georgia
$244K +$236K +1,935 New
PWM
1112
Prosperity Wealth Management
California
$244K +$14.7K +120 +7%
SFG
1113
StrategIQ Financial Group
Indiana
$242K +$21.4K +175 +10%
AWP
1114
Atlas Wealth Partners
Pennsylvania
$242K +$220K +1,800 New
TA
1115
Townsend & Associates
Colorado
$240K – – –
DC
1116
Diametric Capital
Massachusetts
$240K +$233K +1,907 New
FBT
1117
First Bankers Trust
Kentucky
$237K -$367 -3 -0.2%
SGI
1118
Summit Global Investments
Utah
$237K -$55.1K -451 -19%
FM
1119
Foster & Motley
Ohio
$235K +$30.4K +249 +15%
FTWA
1120
Fifth Third Wealth Advisors
Ohio
$234K +$227K +1,861 New
MIM
1121
Morningstar Investment Management
Illinois
$234K – – –
CWM
1122
Congress Wealth Management
Massachusetts
$233K -$6.72K -55 -3%
FMLI
1123
Fukoku Mutual Life Insurance
Japan
$233K – – –
HIGP
1124
Hill Investment Group Partners
Missouri
$232K – – –
WWM
1125
Western Wealth Management
Colorado
$232K +$32.1K +263 +17%
43 44
45
46 47