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PNC Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1126
Bar Harbor Wealth Management
New Hampshire
$672K +$448 +2 +0.1%
CA
1127
Cullinan Associates
Kentucky
$671K
BIG
1128
Boothe Investment Group
Delaware
$665K -$10.1K -45 -2%
QWP
1129
Quotient Wealth Partners
Texas
$664K +$19.5K +87 +3%
LFP
1130
Leeward Financial Partners
Washington
$664K
RL
1131
Rogco LP
Oklahoma
$662K
WCM
1132
Winthrop Capital Management
Indiana
$661K +$2.02K +9 +0.3%
EI
1133
Ellevest Inc
New York
$661K -$1.12K -5 -0.2%
GFWA
1134
Grey Fox Wealth Advisors
Delaware
$656K +$448 +2 +0.1%
BFA
1135
Beacon Financial Advisory
Ohio
$655K +$6.72K +30 +1%
KFGK
1136
Keystone Financial Group (Kentucky)
Kentucky
$655K +$59.8K +267 +11%
WBG
1137
Wharton Business Group
Pennsylvania
$654K
CT
1138
Caldwell Trust
Florida
$653K -$85.5K -382 -13%
DCM
1139
Dorato Capital Management
Colorado
$652K
GA
1140
Goldstein Advisors
Wisconsin
$651K +$592K +2,642 New
PCS
1141
Personal CFO Solutions
New Jersey
$647K
DJSG
1142
D.J. St. Germain
Massachusetts
$647K -$1.57K -7 -0.3%
SAM
1143
Seelaus Asset Management
New Jersey
$643K +$89.3K +399 +18%
PNFS
1144
PW Nova Financial Services
Pennsylvania
$643K -$334K -1,492 -36%
DOA
1145
D'Orazio & Associates
Virginia
$643K -$4.03K -18 -0.7%
CW
1146
CreativeOne Wealth
Kansas
$639K -$52.2K -233 -8%
MCM
1147
Marathon Capital Management
Maryland
$636K -$99.9K -446 -15%
GRR
1148
Golden Reserve Retirement
Ohio
$635K +$263K +1,175 +84%
LOWM
1149
Laurel Oak Wealth Management
New Jersey
$634K -$34K -152 -6%
SACTSONJ
1150
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$634K -$17.7K -79 -3%