We are live on ! Find out more
PNC icon

PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
1151
Holistic Financial Partners
Indiana
$225K +$16.1K +107 +6%
TCB
1152
Texas Capital Bancshares
Texas
$225K – – –
STA
1153
Summit Trail Advisors
New York
$225K +$9.95K +66 +4%
BOCM
1154
Bontempo Ohly Capital Management
Maryland
$223K -$4.52K -30 -2%
SFG
1155
StrategIQ Financial Group
Indiana
$222K +$263K +1,747 New
PFPT
1156
Pinnacle Financial Partners (Tennessee)
Tennessee
$222K -$276K -1,832 -51%
FWM
1157
FSA Wealth Management
Massachusetts
$222K – – –
WF
1158
Wayfinding Financial
Washington
$221K +$39.8K +264 +18%
CHAM
1159
Clear Harbor Asset Management
Connecticut
$221K – – –
CFO
1160
Collective Family Office
Pennsylvania
$220K +$302 +2 +0.1%
TAIM
1161
TD Ameritrade Investment Management
Nebraska
$220K -$106K -705 -29%
GEA
1162
Glen Eagle Advisors
New Jersey
$219K -$19K -126 -7%
T
1163
TOBAM
France
$218K -$39.1K -259 -13%
FAG
1164
Fortitude Advisory Group
Washington
$217K +$23.4K +155 +10%
EIP
1165
Easterly Investment Partners
Massachusetts
$216K – – –
MCM
1166
McRae Capital Management
New Jersey
$216K – – –
EL
1167
EMFO LLC
Florida
$216K +$256K +1,700 New
FSA
1168
Franklin Street Advisors
North Carolina
$216K – – –
CT
1169
Coastline Trust
Rhode Island
$215K -$3.02K -20 -1%
DAS
1170
Dynamic Advisor Solutions
Arizona
$215K -$122K -806 -32%
LSPW
1171
Lake Street Private Wealth
Illinois
$215K +$14.3K +95 +6%
CRC
1172
Curi RMB Capital
Illinois
$213K – – –
KNW
1173
Kesler Norman & Wride
Utah
$213K – – –
MCCA
1174
Mill Creek Capital Advisors
Pennsylvania
$211K -$1.81K -12 -0.7%
PFA
1175
Pathway Financial Advisors
Vermont
$211K – – –
45 46
47
48 49