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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1151
Northwest Wealth Management
Iowa
$17K +$17.9K +115 New
WWMSC
1152
Wagner Wealth Management (South Carolina)
South Carolina
$16K – – –
MWM
1153
Mascoma Wealth Management
New Hampshire
$15K – – –
PK
1154
Pflug Koory
Nebraska
$15K – – –
ML
1155
McAdam LLC
Pennsylvania
$15K +$15.2K +98 New
PW
1156
Price Wealth
Texas
$14K -$14.6K -94 -50%
IIC
1157
Integrated Investment Consultants
Michigan
$14K +$14.3K +92 New
WF
1158
WealthTrust Fairport
Ohio
$13K +$13.4K +86 New
AWM
1159
Aevitas Wealth Management
Massachusetts
$12K – – –
KPCM
1160
Kings Point Capital Management
New York
$12K +$12.1K +78 New
PCM
1161
Poehling Capital Management
Wisconsin
$12K +$12.4K +80 New
DBT
1162
Dubuque Bank & Trust
Iowa
$11K -$11.3K -73 -50%
TFS
1163
TrustCore Financial Services
Tennessee
$10K – – –
FA
1164
Fortis Advisors
Pennsylvania
$9K -$259K -1,667 -97%
CPA
1165
Clear Perspective Advisors
Illinois
$9K – – –
TJHA
1166
Thomas J. Herzfeld Advisors
Florida
$9K – – –
TC
1167
Trilogy Capital
California
$9K +$8.85K +57 New
BL
1168
Balentine LLC
Georgia
$8K -$445K -2,868 -98%
FAM
1169
Fred Alger Management
New York
$7K -$12.3K -79 -63%
LF
1170
Lee Financial
Texas
$7K -$3.73K -24 -35%
HT
1171
Heritage Trust
Oklahoma
$7K – – –
OFW
1172
Omnia Family Wealth
Florida
$7K – – –
TCM
1173
Tradewinds Capital Management
Washington
$7K – – –
RWM
1174
Raffa Wealth Management
District of Columbia
$6.66K +$6.83K +44 New
HWP
1175
Hefty Wealth Partners
Indiana
$6K -$13K -84 -68%
45 46
47
48 49