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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
1201
HM Payson & Co
Maine
$568K – – –
SCS
1202
Sound Capital Solutions
Florida
$567K +$516K +2,303 New
NRG
1203
Nemes Rush Group
Michigan
$567K -$4.93K -22 -0.9%
SAM
1204
Sompo Asset Management
Japan
$566K -$13.4K -60 -3%
LF
1205
Lantz Financial
Illinois
$565K -$88.9K -397 -15%
ZCP
1206
Z3 Capital Partners
Virginia
$565K – – –
MPWS
1207
McCarter Private Wealth Services
Massachusetts
$564K +$84K +375 +20%
WWC
1208
Waypoint Wealth Counsel
Georgia
$563K -$170K -760 -25%
LAM
1209
L2 Asset Management
Massachusetts
$562K +$40.1K +179 +9%
IFWM
1210
Institute for Wealth Management
Colorado
$562K -$8.29K -37 -2%
VST
1211
Van Strum & Towne
California
$561K -$67.2K -300 -12%
PGAM
1212
Princeton Global Asset Management
New Jersey
$560K +$1.57K +7 +0.3%
MCM
1213
Monarch Capital Management
Indiana
$557K -$6.72K -30 -1%
KAM
1214
Knightsbridge Asset Management
California
$554K +$43.4K +194 +9%
DIP
1215
Davis Investment Partners
North Carolina
$553K -$7.39K -33 -1%
OWCM
1216
One Wealth Capital Management
Arizona
$551K +$267K +1,194 +114%
SPC
1217
Spirepoint Private Client
Florida
$549K -$1.57K -7 -0.3%
ESB
1218
Essex Savings Bank
Connecticut
$548K -$896 -4 -0.2%
SLP
1219
Storen Legacy Partners
Indiana
$547K -$5.6K -25 -1%
PWG
1220
Portside Wealth Group
Utah
$547K +$27.8K +124 +6%
SFP
1221
Shepherd Financial Partners
Massachusetts
$544K -$38.5K -172 -7%
CFMC
1222
Curbstone Financial Management Corp
New Hampshire
$544K – – –
FFG
1223
Fiduciary Financial Group
California
$543K +$23.3K +104 +5%
AC
1224
Avestar Capital
New York
$542K +$2.24K +10 +0.5%
PMG
1225
ProVise Management Group
Florida
$542K – – –
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