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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1201
Ignite Planners
California
$571K +$30.2K +135 +6%
PPC
1202
Park Place Capital
Alabama
$569K -$125K -560 -20%
HPC
1203
HM Payson & Co
Maine
$568K – – –
OF
1204
Optimize Financial
California
$567K -$1.79K -8 -0.3%
SCS
1205
Sound Capital Solutions
Florida
$567K +$516K +2,303 New
NRG
1206
Nemes Rush Group
Michigan
$567K -$4.93K -22 -0.9%
SAM
1207
Sompo Asset Management
Japan
$566K -$13.4K -60 -3%
LF
1208
Lantz Financial
Illinois
$565K -$88.9K -397 -15%
ZCP
1209
Z3 Capital Partners
Virginia
$565K – – –
MPWS
1210
McCarter Private Wealth Services
Massachusetts
$564K +$84K +375 +20%
WWC
1211
Waypoint Wealth Counsel
Georgia
$563K -$170K -760 -25%
LAM
1212
L2 Asset Management
Massachusetts
$562K +$40.1K +179 +9%
IFWM
1213
Institute for Wealth Management
Colorado
$562K -$8.29K -37 -2%
VST
1214
Van Strum & Towne
California
$561K -$67.2K -300 -12%
PGAM
1215
Princeton Global Asset Management
New Jersey
$560K +$1.57K +7 +0.3%
MCM
1216
Monarch Capital Management
Indiana
$557K -$6.72K -30 -1%
KAM
1217
Knightsbridge Asset Management
California
$554K +$43.4K +194 +9%
DIP
1218
Davis Investment Partners
North Carolina
$553K -$7.39K -33 -1%
OWCM
1219
One Wealth Capital Management
Arizona
$551K +$267K +1,194 +114%
SPC
1220
Spirepoint Private Client
Florida
$549K -$1.57K -7 -0.3%
ESB
1221
Essex Savings Bank
Connecticut
$548K -$896 -4 -0.2%
SLP
1222
Storen Legacy Partners
Indiana
$547K -$5.6K -25 -1%
PWG
1223
Portside Wealth Group
Utah
$547K +$27.8K +124 +6%
SFP
1224
Shepherd Financial Partners
Massachusetts
$544K -$38.5K -172 -7%
PFBT
1225
Parkside Financial Bank & Trust
Missouri
$544K +$254K +1,135 +106%
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