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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
1126
Trivium Point Advisory
Connecticut
$479K +$134K +710 +35%
AFM
1127
Armstrong Fleming & Moore
District of Columbia
$479K -$52.9K -280 -9%
CT
1128
Caldwell Trust
Florida
$477K -$61K -323 -11%
SW
1129
Simplicity Wealth
New Jersey
$477K +$248K +1,315 +94%
MIM
1130
Merrion Investment Management
New Jersey
$475K – – –
BHWM
1131
Bar Harbor Wealth Management
New Hampshire
$471K -$4.15K -22 -0.8%
GIA
1132
Gateway Investment Advisers
Ohio
$470K +$44.7K +237 +10%
LIM
1133
Leavell Investment Management
Alabama
$469K +$42.9K +227 +9%
WBG
1134
Wharton Business Group
Pennsylvania
$467K – – –
SC
1135
Syon Capital
California
$467K +$171K +906 +52%
IC
1136
Iconiq Capital
California
$462K +$164K +868 +49%
VVP
1137
Venture Visionary Partners
Ohio
$460K +$98.2K +520 +25%
HI
1138
Harbour Investments
Wisconsin
$460K +$78.3K +415 +19%
CI
1139
CX Institutional
Indiana
$460K +$23.8K +126 +5%
DAM
1140
Delta Asset Management
Tennessee
$458K +$2.27K +12 +0.5%
MSWM
1141
McGlone Suttner Wealth Management
Wisconsin
$457K +$49.5K +262 +11%
PA
1142
PharVision Advisers
Florida
$456K +$490K +2,596 New
MPPW
1143
Mitchell & Pahl Private Wealth
Oklahoma
$456K -$378 -2 -0.1%
PTP
1144
Platform Technology Partners
New York
$454K +$193K +1,025 +66%
IB
1145
Intrust Bank
Kansas
$453K -$30K -159 -6%
WCM
1146
Winthrop Capital Management
Indiana
$451K +$755 +4 +0.2%
BFM
1147
Boothbay Fund Management
New York
$449K +$482K +2,553 New
GS
1148
GWN Securities
Florida
$447K +$480K +2,542 New
TF
1149
Tompkins Financial
New York
$445K – – –
APW
1150
Aventura Private Wealth
Florida
$445K +$1.32K +7 +0.3%
44 45
46
47 48