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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
MPIA
1126
Mountain Pacific Investment Advisers
Idaho
$673K – – –
CCM
1127
Cinctive Capital Management
New York
$673K +$612K +2,733 New
BHWM
1128
Bar Harbor Wealth Management
New Hampshire
$672K +$448 +2 +0.1%
CA
1129
Cullinan Associates
Kentucky
$671K – – –
BIG
1130
Boothe Investment Group
Delaware
$665K -$10.1K -45 -2%
QWP
1131
Quotient Wealth Partners
Texas
$664K +$19.5K +87 +3%
LFP
1132
Leeward Financial Partners
Washington
$664K – – –
RL
1133
Rogco LP
Oklahoma
$662K – – –
WCM
1134
Winthrop Capital Management
Indiana
$661K +$2.02K +9 +0.3%
EI
1135
Ellevest Inc
New York
$661K -$1.12K -5 -0.2%
GFWA
1136
Grey Fox Wealth Advisors
Delaware
$656K +$448 +2 +0.1%
BFA
1137
Beacon Financial Advisory
Ohio
$655K +$6.72K +30 +1%
KFGK
1138
Keystone Financial Group (Kentucky)
Kentucky
$655K +$59.8K +267 +11%
WBG
1139
Wharton Business Group
Pennsylvania
$654K – – –
CT
1140
Caldwell Trust
Florida
$653K -$85.5K -382 -13%
DCM
1141
Dorato Capital Management
Colorado
$652K – – –
GA
1142
Goldstein Advisors
Wisconsin
$651K +$592K +2,642 New
PCS
1143
Personal CFO Solutions
New Jersey
$647K – – –
DJSG
1144
D.J. St. Germain
Massachusetts
$647K -$1.57K -7 -0.3%
CPSAC
1145
Chas P. Smith & Associates (CPS)
Florida
$644K -$56.2K -251 -9%
SAM
1146
Seelaus Asset Management
New Jersey
$643K +$89.3K +399 +18%
PNFS
1147
PW Nova Financial Services
Pennsylvania
$643K -$334K -1,492 -36%
DOA
1148
D'Orazio & Associates
Virginia
$643K -$4.03K -18 -0.7%
CW
1149
CreativeOne Wealth
Kansas
$639K -$52.2K -233 -8%
MCM
1150
Marathon Capital Management
Maryland
$636K -$99.9K -446 -15%
44 45
46
47 48