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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1126
Blueshift Asset Management
New Jersey
$251K +$272K +1,677 New
PWMG
1127
Prestige Wealth Management Group
New Jersey
$249K +$31.8K +196 +13%
PFA
1128
Pathway Financial Advisors
Vermont
$248K – – –
CHP
1129
Cable Hill Partners
Oregon
$248K +$269K +1,661 New
GA
1130
Geller Advisors
New York
$247K – – –
WPA
1131
Winning Points Advisors
Florida
$246K – – –
MBT
1132
Montecito Bank & Trust
California
$246K +$8.1K +50 +3%
FNBOSM
1133
First National Bank of South Miami
Florida
$245K -$28.8K -178 -10%
BCM
1134
BTC Capital Management
Iowa
$244K -$35K -216 -12%
CCMD
1135
Cypress Capital Management (Delaware)
Delaware
$244K – – –
TCM
1136
Tributary Capital Management
Nebraska
$244K – – –
TFCP
1137
Twin Focus Capital Partners
Massachusetts
$244K +$10.2K +63 +4%
SF
1138
Summit Financial
New Jersey
$241K +$261K +1,612 New
IAN
1139
Integrated Advisors Network
Texas
$239K +$50.2K +310 +24%
GP
1140
Girard Partners
Pennsylvania
$238K -$111K -688 -30%
HDIM
1141
Hanson & Doremus Investment Management
Vermont
$238K – – –
JWWM
1142
Johnson & White Wealth Management
Pennsylvania
$237K +$257K +1,584 New
HFP
1143
Holistic Financial Partners
Indiana
$234K -$810 -5 -0.3%
CRC
1144
Curi RMB Capital
Illinois
$234K +$5.18K +32 +2%
EFS
1145
Econ Financial Services
Pennsylvania
$232K +$972 +6 +0.4%
FAG
1146
Fortitude Advisory Group
Washington
$232K +$252K +1,553 New
CF
1147
Centaurus Financial
California
$231K +$14.1K +87 +6%
BTI
1148
Blue Trust Inc
Georgia
$229K +$71K +438 +43%
SIP
1149
Stoneridge Investment Partners
Pennsylvania
$229K +$248K +1,530 New
AWA
1150
AmeriServ Wealth Advisors
Pennsylvania
$228K -$4.05K -25 -2%
44 45
46
47 48