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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
1101
Venture Visionary Partners
Ohio
$540K +$1.78K +9 +0.3%
QWP
1102
Quotient Wealth Partners
Texas
$538K -$15.8K -80 -3%
CP
1103
CenterBook Partners
Connecticut
$537K +$529K +2,675 New
HCM
1104
Howard Capital Management
Georgia
$536K +$16.6K +84 +3%
MSWM
1105
Master's Wealth Management
Pennsylvania
$534K -$1.78K -9 -0.3%
WBG
1106
Wharton Business Group
Pennsylvania
$534K – – –
JWS
1107
Juncture Wealth Strategies
Arizona
$533K +$51.2K +259 +11%
SA
1108
Stewardship Advisors
Pennsylvania
$529K – – –
WCM
1109
Winthrop Capital Management
Indiana
$528K +$1.98K +10 +0.4%
SMA
1110
Sage Mountain Advisors
Georgia
$527K +$117K +594 +29%
GIA
1111
Gateway Investment Advisers
Ohio
$525K +$3.56K +18 +0.7%
FF
1112
Francis Financial
$524K +$4.95K +25 +1%
DAM
1113
Delta Asset Management
Tennessee
$521K – – –
QFW
1114
QTR Family Wealth
Florida
$520K +$265K +1,341 +107%
SFP
1115
Shepherd Financial Partners
Massachusetts
$520K +$3.76K +19 +0.7%
PWPS
1116
Pinnacle Wealth Planning Services
Ohio
$520K +$35K +177 +7%
TCM
1117
Twin Capital Management
Pennsylvania
$519K -$435K -2,200 -46%
LOAMU
1118
Lombard Odier Asset Management (USA)
New York
$518K +$65.3K +330 +15%
VST
1119
Van Strum & Towne
California
$518K – – –
EWA
1120
Etesian Wealth Advisors
Oregon
$515K -$30.7K -155 -6%
SAM
1121
Sompo Asset Management
Japan
$514K -$15.8K -80 -3%
DG
1122
DMC Group
Alabama
$514K +$3.17K +16 +0.6%
HPC
1123
HM Payson & Co
Maine
$513K -$103K -520 -17%
PPW
1124
Pasadena Private Wealth
California
$511K -$20.8K -105 -4%
YP
1125
YANKCOM Partnership
South Dakota
$510K +$11.3K +57 +2%
43 44
45
46 47