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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFMC
1176
Curbstone Financial Management Corp
New Hampshire
$448K – – –
MIM
1177
Merrion Investment Management
New Jersey
$447K – – –
MSRI
1178
Michael S. Ryan Inc
New York
$446K +$10.3K +52 +2%
IAIM
1179
International Assets Investment Management
Florida
$445K – – –
TCOV
1180
Trust Company of Vermont
Vermont
$444K -$17.8K -90 -4%
FHA
1181
Flagship Harbor Advisors
Massachusetts
$444K +$33K +167 +8%
OF
1182
Optimize Financial
California
$444K +$437K +2,209 New
AWE
1183
Avidian Wealth Enterprises
Texas
$439K +$52.8K +267 +14%
AA
1184
Advisory Alpha
Michigan
$439K +$82.1K +415 +23%
SPC
1185
Spirepoint Private Client
Florida
$437K +$27.1K +137 +7%
KWM
1186
KFG Wealth Management
Indiana
$437K +$791 +4 +0.2%
APW
1187
Aventura Private Wealth
Florida
$437K -$46.1K -233 -10%
UBG
1188
United Bank (Georgia)
Georgia
$436K -$29.1K -147 -6%
BFS
1189
Bare Financial Services
Pennsylvania
$436K +$250K +1,264 +140%
UAML
1190
US Asset Management LLC
Pennsylvania
$435K – – –
GWANC
1191
Guardian Wealth Advisors (North Carolina)
North Carolina
$434K -$1.19K -6 -0.3%
IFWM
1192
Institute for Wealth Management
Colorado
$434K – – –
FFG
1193
Fiduciary Financial Group
California
$433K +$593 +3 +0.1%
SCM
1194
Shelton Capital Management
Colorado
$431K -$11.3K -57 -3%
FIA
1195
Foundations Investment Advisors
Arizona
$430K -$79.7K -403 -16%
CGL
1196
Clarius Group LLC
Washington
$429K -$118K -597 -22%
WPP
1197
Whalerock Point Partners
Rhode Island
$428K – – –
CA
1198
Claro Advisors
Massachusetts
$427K +$3.17K +16 +0.8%
OBWG
1199
Onyx Bridge Wealth Group
New York
$426K +$419K +2,119 New
HI
1200
Hudock Inc
Pennsylvania
$425K +$396 +2 +0.1%
46 47
48
49 50