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PNC Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
BOCM
1126
Bontempo Ohly Capital Management
Maryland
$282K
CCA
1127
Conservest Capital Advisors
Pennsylvania
$280K +$279K +1,775 New
IWC
1128
Integrated Wealth Concepts
Massachusetts
$280K +$50K +318 +22%
TCB
1129
Texas Capital Bancshares
Texas
$280K -$472 -3 -0.2%
LWM
1130
Laidlaw Wealth Management
New York
$278K -$1.57K -10 -0.6%
EWA
1131
EP Wealth Advisors
California
$278K +$277K +1,758 New
TFF
1132
The Family Firm
Maryland
$278K +$12.6K +80 +5%
FAFN
1133
First Affirmative Financial Network
Colorado
$277K -$15.4K -98 -5%
WF
1134
WoodTrust Financial
Wisconsin
$276K
FWM
1135
FSA Wealth Management
Massachusetts
$276K -$4.88K -31 -2%
FRM
1136
Fox Run Management
Connecticut
$276K +$275K +1,745 New
CHAM
1137
Clear Harbor Asset Management
Connecticut
$274K
CFO
1138
Collective Family Office
Pennsylvania
$274K -$7.4K -47 -3%
IAN
1139
Integrated Advisors Network
Texas
$272K +$19.5K +124 +8%
KIG
1140
Kowal Investment Group
Wisconsin
$271K -$20.6K -131 -7%
CT
1141
Coastline Trust
Rhode Island
$271K -$11K -70 -4%
KFC
1142
Klingenstein Fields & Co
New York
$269K -$2.2K -14 -0.8%
STA
1143
Summit Trail Advisors
New York
$269K -$50K -318 -16%
EIP
1144
Easterly Investment Partners
Massachusetts
$269K +$157 +1 +0.1%
MCM
1145
McRae Capital Management
New Jersey
$269K
PTP
1146
Platform Technology Partners
New York
$268K
FSA
1147
Franklin Street Advisors
North Carolina
$268K -$45.2K -287 -14%
AI
1148
Atom Investors
Texas
$267K +$266K +1,690 New
FPFS
1149
First Personal Financial Services
North Carolina
$266K -$17.2K -109 -6%
KNW
1150
Kesler Norman & Wride
Utah
$265K