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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1101
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$502K – – –
BHWM
1102
Bar Harbor Wealth Management
New Hampshire
$500K – – –
VVP
1103
Venture Visionary Partners
Ohio
$499K +$9.82K +58 +2%
MSWM
1104
Master's Wealth Management
Pennsylvania
$497K +$101K +597 +29%
PPW
1105
Pasadena Private Wealth
California
$494K +$89.7K +530 +25%
SAM
1106
Sompo Asset Management
Japan
$492K -$64.3K -380 -13%
PPW
1107
Parcion Private Wealth
Washington
$492K +$446K +2,638 New
SA
1108
Stewardship Advisors
Pennsylvania
$490K -$153K -902 -26%
WCM
1109
Winthrop Capital Management
Indiana
$488K +$9.31K +55 +2%
EC
1110
EntryPoint Capital
New York
$485K +$15.2K +90 +4%
NAS
1111
Nicolet Advisory Services
Wisconsin
$485K -$53.3K -315 -11%
DAM
1112
Delta Asset Management
Tennessee
$484K -$2.03K -12 -0.5%
GIA
1113
Gateway Investment Advisers
Ohio
$483K -$13.9K -82 -3%
DAS
1114
Diversify Advisory Services
Utah
$482K +$427K +2,521 New
BOH
1115
Bank of Hawaii
Hawaii
$482K -$30K -177 -6%
HCM
1116
Howard Capital Management
Georgia
$481K +$45.7K +270 +12%
GWM
1117
Geneos Wealth Management
Colorado
$481K +$13.9K +82 +3%
VST
1118
Van Strum & Towne
California
$480K -$38.1K -225 -8%
SFP
1119
Shepherd Financial Partners
Massachusetts
$479K +$22.3K +132 +5%
PTP
1120
Platform Technology Partners
New York
$478K -$3.05K -18 -0.7%
WBG
1121
Wharton Business Group
Pennsylvania
$477K – – –
FIA
1122
Foundations Investment Advisors
Arizona
$474K +$107K +630 +33%
MPPW
1123
Mitchell & Pahl Private Wealth
Oklahoma
$474K -$8.63K -51 -2%
DG
1124
DMC Group
Alabama
$474K -$176K -1,039 -29%
TF
1125
Tompkins Financial
New York
$472K – – –
43 44
45
46 47