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PNC Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
W
1201
Wealthquest
Ohio
$211K
RTS
1202
Round Table Services
New Jersey
$211K +$189 +1 +0.1%
BCA
1203
Berman Capital Advisors
Georgia
$211K +$64.4K +341 +46%
MGIA
1204
Moneta Group Investment Advisors
Missouri
$211K +$204K +1,079 New
WWM
1205
Windsor Wealth Management
Indiana
$210K
CIG
1206
Cairn Investment Group
Washington
$209K
IFG
1207
Independent Financial Group
California
$209K +$202K +1,068 New
CIA
1208
Capital Investment Advisors
Georgia
$206K +$199K +1,055 New
NPF
1209
Norris Perne & French
Michigan
$205K
LDFR
1210
Lehman & Derafelo Financial Resources
Pennsylvania
$203K +$196K +1,038 New
CAM
1211
Campion Asset Management
Virginia
$203K +$196K +1,040 New
MAM
1212
McLean Asset Management
Virginia
$202K +$177K +937 New
DSC
1213
Duncker Streett & Co
Missouri
$200K
FGAM
1214
Financial Gravity Asset Management
Texas
$196K
CH
1215
Canton Hathaway
Rhode Island
$196K +$75.7K +401 +67%
RFWA
1216
RPg Family Wealth Advisory
Massachusetts
$194K
SFP
1217
Sterling Financial Planning
New Jersey
$188K -$6.99K -37 -4%
DZ Bank
1218
DZ Bank
Germany
$180K
FNBOSM
1219
First National Bank of South Miami
Florida
$177K +$14.9K +79 +10%
WBC
1220
West Branch Capital
Massachusetts
$169K
BWM
1221
Baystate Wealth Management
Massachusetts
$169K +$189 +1 +0.1%
Koshinski Asset Management
1222
Koshinski Asset Management
Illinois
$166K +$160K +849 New
SIC
1223
Salem Investment Counselors
North Carolina
$166K
T
1224
TOBAM
France
$163K +$75K +397 +91%
CWP
1225
Concord Wealth Partners
Virginia
$161K -$251K -1,329 -62%