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PNC Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1201
Mission Wealth Management
California
$266K +$28.4K +183 +12%
CCA
1202
Childress Capital Advisors
Texas
$265K +$25.6K +165 +11%
BIA
1203
BHK Investment Advisors
Alabama
$265K -$51.6K -333 -16%
CBT
1204
Central Bank & Trust
Kentucky
$265K
CJ
1205
Caitlin John
Michigan
$264K -$7.75K -50 -3%
JAFL
1206
Jay A. Fishman Ltd
Michigan
$264K -$1.39M -8,950 -84%
EIP
1207
Easterly Investment Partners
Massachusetts
$264K
EL
1208
EMFO LLC
Florida
$264K
IC
1209
Inscription Capital
Texas
$264K +$4.03K +26 +2%
FSA
1210
Franklin Street Advisors
North Carolina
$264K
FM
1211
Foster & Motley
Ohio
$264K +$15.5K +100 +6%
WI
1212
Wedgewood Investors
Pennsylvania
$264K +$263K +1,697 New
TI
1213
Truepoint Inc
Ohio
$263K
WBG
1214
Wharton Business Group
Pennsylvania
$263K -$149K -964 -36%
KCFA
1215
Key Client Fiduciary Advisors
New Jersey
$263K +$4.34K +28 +2%
PA
1216
Planning Alternatives
Michigan
$262K
HNWAG
1217
High Net Worth Advisory Group
Florida
$261K
MCC
1218
Money Concepts Capital
Florida
$261K +$155 +1 +0.1%
CHAM
1219
Clear Harbor Asset Management
Connecticut
$260K
KNW
1220
Kesler Norman & Wride
Utah
$259K -$775 -5 -0.3%
CWM
1221
Connecticut Wealth Management
Connecticut
$259K -$48.8K -315 -16%
DFG
1222
Dupree Financial Group
Kentucky
$259K
RPWA
1223
Regent Peak Wealth Advisors
Georgia
$259K +$28.4K +183 +12%
PFA
1224
Pathway Financial Advisors
Vermont
$258K
CI Investments Inc
1225
CI Investments Inc
Ontario, Canada
$257K -$4.96K -32 -2%