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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
GRR
1151
Golden Reserve Retirement
Ohio
$635K +$263K +1,175 +84%
LOWM
1152
Laurel Oak Wealth Management
New Jersey
$634K -$34K -152 -6%
SACTSONJ
1153
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$634K -$17.7K -79 -3%
APP
1154
Avantax Planning Partners
Iowa
$633K -$95.6K -427 -14%
PIA
1155
Panoramic Investment Advisors
Colorado
$633K – – –
PWPS
1156
Pinnacle Wealth Planning Services
Ohio
$632K +$5.15K +23 +0.9%
IAS
1157
Insigneo Advisory Services
Florida
$630K -$26K -116 -4%
NB
1158
NBH Bank
Colorado
$629K +$572K +2,556 New
DAM
1159
Delta Asset Management
Tennessee
$627K – – –
FF
1160
Francis Financial
$624K +$9.85K +44 +2%
IAIM
1161
International Assets Investment Management
Florida
$622K +$18.6K +83 +3%
QA
1162
Quattro Advisors
Pennsylvania
$619K +$24.2K +108 +4%
JWS
1163
Juncture Wealth Strategies
Arizona
$618K -$82K -366 -13%
CA
1164
CoreCap Advisors
Michigan
$616K +$56.9K +254 +11%
WFI
1165
West Family Investments
California
$613K +$557K +2,489 New
LIM
1166
Letson Investment Management
Georgia
$612K – – –
TF
1167
Tompkins Financial
New York
$611K – – –
RPC
1168
Rossmore Private Capital
Connecticut
$611K +$245K +1,093 +79%
MFS
1169
Miller Financial Services
Michigan
$609K +$554K +2,472 New
LWM
1170
Lakeridge Wealth Management
Ohio
$608K +$16.3K +73 +3%
S
1171
Sunpointe
Missouri
$607K -$73.9K -330 -12%
3IP
1172
3Chopt Investment Partners
Virginia
$607K +$69K +308 +14%
OFS
1173
OneAscent Financial Services
Alabama
$605K -$22.4K -100 -4%
TSS
1174
Taylor Securities Services
Pennsylvania
$605K – – –
FFA
1175
Florida Financial Advisors
Florida
$605K +$57.8K +258 +12%
45 46
47
48 49