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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
1151
Keudell/Morrison Wealth Management
Oregon
$556K -$8.49K -39 -1%
GFWA
1152
Grey Fox Wealth Advisors
Delaware
$554K +$580K +2,663 New
WBG
1153
Wharton Business Group
Pennsylvania
$553K – – –
HIP
1154
HUB Investment Partners
Texas
$553K +$315K +1,448 +120%
SACTSONJ
1155
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$552K -$728K -3,345 -56%
SL
1156
Sentinus LLC
Illinois
$552K +$26.8K +123 +5%
GAA
1157
Guardian Asset Advisors
Pennsylvania
$551K -$86.4K -397 -13%
DJSG
1158
D.J. St. Germain
Massachusetts
$548K +$57.5K +264 +11%
BFA
1159
Beacon Financial Advisory
Ohio
$547K +$6.97K +32 +1%
DOA
1160
D'Orazio & Associates
Virginia
$547K +$39K +179 +7%
MLA
1161
MB, Levis & Associates
Pennsylvania
$547K – – –
PCS
1162
Personal CFO Solutions
New Jersey
$547K +$6.97K +32 +1%
ML
1163
MLP3 LLC
New Jersey
$544K +$1.31K +6 +0.2%
QWP
1164
Quotient Wealth Partners
Texas
$543K +$4.57K +21 +0.8%
RAM
1165
Readystate Asset Management
Illinois
$539K +$563K +2,588 New
SC
1166
Steph & Co
Wisconsin
$536K -$1.52K -7 -0.3%
VST
1167
Van Strum & Towne
California
$536K – – –
PIA
1168
Panoramic Investment Advisors
Colorado
$535K +$560K +2,572 New
OFS
1169
OneAscent Financial Services
Alabama
$532K +$557K +2,558 New
DAM
1170
Delta Asset Management
Tennessee
$530K – – –
PWPS
1171
Pinnacle Wealth Planning Services
Ohio
$529K -$26.1K -120 -5%
7WCP
1172
71 West Capital Partners
Massachusetts
$525K +$256K +1,176 +87%
FAMI
1173
Fideuram Asset Management (Ireland)
$525K -$738K -3,388 -61%
AG
1174
AIA Group
Hong Kong
$521K +$653 +3 +0.1%
WPW
1175
Waldron Private Wealth
Pennsylvania
$520K +$224K +1,028 +70%
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