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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1151
Capital Analysts LLC
Pennsylvania
$12K – – –
MWM
1152
Mascoma Wealth Management
New Hampshire
$12K – – –
PK
1153
Pflug Koory
Nebraska
$12K – – –
WOC
1154
West Oak Capital
California
$11.8K – – –
FPB
1155
First PREMIER Bank
South Dakota
$11K +$12.1K +95 New
SWP
1156
Strategic Wealth Partners
Ohio
$10K – – –
WF
1157
WealthTrust Fairport
Ohio
$10K – – –
PWM
1158
PRW Wealth Management
Massachusetts
$10K +$10.5K +82 New
LWM
1159
Liberty Wealth Management
California
$10K +$11.5K +90 New
MSA
1160
Marino Stram & Associates
Massachusetts
$9K -$25.1K -197 -72%
AWM
1161
Aevitas Wealth Management
Massachusetts
$9K -$12.8K -100 -56%
CI
1162
CX Institutional
Indiana
$9K – – –
DBT
1163
Dubuque Bank & Trust
Iowa
$9K – – –
MFW
1164
Mosaic Family Wealth
Missouri
$8K -$26.8K -210 -75%
FLI
1165
Family Legacy Inc
South Carolina
$8K – – –
IFAM
1166
Institutional & Family Asset Management
Colorado
$8K +$2.04K +16 +32%
BCI
1167
Brinker Capital Investments
Pennsylvania
$8K +$8.3K +65 New
TJHA
1168
Thomas J. Herzfeld Advisors
Florida
$7K – – –
SBL
1169
Sargent Bickham Lagudis
Colorado
$7K +$7.28K +57 New
RWM
1170
Raffa Wealth Management
District of Columbia
$5.14K – – –
HT
1171
Heritage Trust
Oklahoma
$5K – – –
OFW
1172
Omnia Family Wealth
Florida
$5K – – –
TCM
1173
Tradewinds Capital Management
Washington
$5K – – –
SIS
1174
Sound Income Strategies
Florida
$5K +$4.98K +39 New
HWM
1175
Holloway Wealth Management
Florida
$4K – – –
45 46
47
48 49