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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1151
Capital Analysts LLC
Pennsylvania
$12K – – –
FPB
1152
First PREMIER Bank
South Dakota
$12K – – –
PK
1153
Pflug Koory
Nebraska
$12K – – –
WOC
1154
West Oak Capital
California
$12K – – –
LWM
1155
Liberty Wealth Management
California
$12K +$1.49K +12 +13%
NWA
1156
New World Advisors
Massachusetts
$12K +$12.4K +100 New
PMFA
1157
Plante Moran Financial Advisors
Michigan
$11K -$4.83K -39 -30%
HR
1158
Howe & Rusling
New York
$11K -$2.6K -21 -19%
DBT
1159
Dubuque Bank & Trust
Iowa
$10K – – –
PWM
1160
PRW Wealth Management
Massachusetts
$10K – – –
WCG
1161
Weaver Consulting Group
California
$10K +$9.29K +75 New
MSA
1162
Marino Stram & Associates
Massachusetts
$9K – – –
DWM
1163
Destination Wealth Management
California
$9K +$8.79K +71 New
LPWM
1164
Lake Point Wealth Management
Texas
$8K -$168K -1,360 -96%
IFAM
1165
Institutional & Family Asset Management
Colorado
$8K – – –
GSWM
1166
Golden State Wealth Management
California
$8K +$8.17K +66 New
SGAM
1167
Smith Group Asset Management
Texas
$7K -$34.7K -280 -83%
SBL
1168
Sargent Bickham Lagudis
Colorado
$7K – – –
TJHA
1169
Thomas J. Herzfeld Advisors
Florida
$7K – – –
SIS
1170
Sound Income Strategies
Florida
$7K +$2.6K +21 +54%
PFO
1171
Pathstone Family Office
New Jersey
$7K +$7.8K +63 New
VCM
1172
Vigilant Capital Management
Maine
$6K -$14.2K -115 -70%
TCM
1173
Tradewinds Capital Management
Washington
$6K – – –
BEI
1174
Benjamin Edwards Inc
Missouri
$6K +$6.32K +51 New
RWM
1175
Raffa Wealth Management
District of Columbia
$5.4K – – –
45 46
47
48 49