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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1126
Cardiff Park Advisors
California
$334K – – –
CSWM
1127
Cassady Schiller Wealth Management
Ohio
$333K -$107K -709 -26%
WAG
1128
Windsor Advisory Group
Ohio
$333K +$9.04K +60 +3%
LF
1129
Lantz Financial
Illinois
$333K +$12.5K +83 +4%
FG
1130
Fiduciary Group
Georgia
$331K -$55.3K -367 -15%
SFP
1131
Shepherd Financial Partners
Massachusetts
$330K -$5.88K -39 -2%
BIA
1132
BHK Investment Advisors
Alabama
$329K +$307K +2,038 New
LIM
1133
Leavell Investment Management
Alabama
$329K +$1.81K +12 +0.6%
LW
1134
Linscomb Wealth
Texas
$328K -$6.03K -40 -2%
MPM
1135
MBB Public Markets
Illinois
$325K +$303K +2,013 New
VCM
1136
Viewpoint Capital Management
Washington
$325K – – –
NFA
1137
Northern Financial Advisors
Michigan
$324K +$151 +1 +0%
BHPW
1138
Beverly Hills Private Wealth
California
$324K +$88K +584 +41%
KWM
1139
Keebeck Wealth Management
Illinois
$323K – – –
NFG
1140
Northeast Financial Group
Pennsylvania
$322K -$127K -842 -30%
PWM
1141
Prosperity Wealth Management
California
$322K +$22.5K +149 +8%
AMIM
1142
Aull & Monroe Investment Management
Alabama
$321K -$30.1K -200 -9%
AAP
1143
Arax Advisory Partners
Colorado
$321K -$71.9K -477 -19%
PCMC
1144
Planning Capital Management Corporation
Pennsylvania
$320K +$3.32K +22 +1%
CWM
1145
Connecticut Wealth Management
Connecticut
$320K -$210K -1,393 -41%
EWS
1146
Eagle Wealth Strategies
New Jersey
$320K – – –
SC
1147
Syon Capital
California
$318K +$3.32K +22 +1%
GC
1148
Gratus Capital
Georgia
$317K +$296K +1,963 New
GAB
1149
German American Bancorp
Indiana
$316K +$2.11K +14 +0.7%
MFG
1150
Magnus Financial Group
New York
$315K – – –
44 45
46
47 48