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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
1151
Curi RMB Capital
Illinois
$265K +$18.1K +115 +7%
MCCA
1152
Mill Creek Capital Advisors
Pennsylvania
$265K +$264K +1,675 New
SW
1153
SteelPeak Wealth
California
$264K -$2.52K -16 -0.9%
HFP
1154
Holistic Financial Partners
Indiana
$263K +$15.4K +98 +6%
MIA
1155
MainStreet Investment Advisors
Illinois
$263K -$43.9K -279 -14%
PFA
1156
Pathway Financial Advisors
Vermont
$262K – – –
KP
1157
Keel Point
Alabama
$261K +$21.2K +135 +9%
NPF
1158
Norris Perne & French
Michigan
$261K +$39.3K +250 +18%
MBT
1159
Montecito Bank & Trust
California
$260K – – –
FNBOSM
1160
First National Bank of South Miami
Florida
$259K – – –
WI
1161
Wedgewood Investors
Pennsylvania
$259K +$258K +1,639 New
AC
1162
Asio Capital
Kentucky
$257K -$16.5K -105 -6%
HA
1163
HFG Advisors
Ohio
$257K +$31.5K +200 +14%
NP
1164
NorthRock Partners
Minnesota
$256K -$188K -1,194 -42%
CI
1165
CX Institutional
Indiana
$256K +$255K +1,621 New
PCA
1166
Personal Capital Advisors
California
$255K +$20.5K +130 +9%
EGM
1167
Engineers Gate Manager
New York
$254K -$594K -3,773 -70%
CFS
1168
CRA Financial Services
New Jersey
$253K +$14.3K +91 +6%
MIM
1169
Morningstar Investment Management
Illinois
$252K +$251K +1,595 New
LSPW
1170
Lake Street Private Wealth
Illinois
$252K -$21.9K -139 -8%
RPWA
1171
Regent Peak Wealth Advisors
Georgia
$248K +$6.92K +44 +3%
EFS
1172
Econ Financial Services
Pennsylvania
$246K +$1.1K +7 +0.5%
FAG
1173
Fortitude Advisory Group
Washington
$245K -$472 -3 -0.2%
BONH
1174
Bank of New Hampshire
New Hampshire
$244K -$75.7K -481 -24%
ZCA
1175
Zeke Capital Advisors
Pennsylvania
$243K +$20.6K +131 +9%
45 46
47
48 49