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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1201
Shepherd Financial Partners
Massachusetts
$496K +$2.18K +10 +0.4%
AIP
1202
Almanack Investment Partners
Pennsylvania
$492K +$2.83K +13 +0.6%
SAM
1203
Sompo Asset Management
Japan
$491K +$19.6K +90 +4%
DWM
1204
Drive Wealth Management
Utah
$489K +$1.74K +8 +0.3%
BEAM
1205
Baker Ellis Asset Management
Washington
$488K -$21.3K -98 -4%
MWA
1206
Meridian Wealth Advisors
Texas
$487K +$10.7K +49 +2%
AP
1207
Anchyra Partners
Georgia
$487K +$11.5K +53 +2%
HI
1208
Hudock Inc
Pennsylvania
$483K +$43.5K +200 +9%
NRG
1209
Nemes Rush Group
Michigan
$483K -$4.14K -19 -0.8%
IFWM
1210
Institute for Wealth Management
Colorado
$483K +$5.88K +27 +1%
SAM
1211
Smithbridge Asset Management
Pennsylvania
$482K -$572K -2,627 -53%
OF
1212
Optimize Financial
California
$481K +$15.2K +70 +3%
GWM
1213
Geneos Wealth Management
Colorado
$480K – – –
HPC
1214
HM Payson & Co
Maine
$480K -$41.8K -192 -8%
ZCP
1215
Z3 Capital Partners
Virginia
$478K – – –
MCM
1216
Monarch Capital Management
Indiana
$477K – – –
WC
1217
Waterloo Capital
Texas
$477K -$5.66K -26 -1%
JSW
1218
Journey Strategic Wealth
New Jersey
$477K +$124K +568 +33%
CA
1219
Claro Advisors
Massachusetts
$475K +$20.9K +96 +4%
DIP
1220
Davis Investment Partners
North Carolina
$475K -$41.1K -189 -8%
GCM
1221
Gables Capital Management
Florida
$473K +$435K +2,000 +733%
PGAM
1222
Princeton Global Asset Management
New Jersey
$472K +$436K +2,002 +753%
SLP
1223
Storen Legacy Partners
Indiana
$468K – – –
CA
1224
CoreCap Advisors
Michigan
$468K +$27.9K +128 +6%
SPC
1225
Spirepoint Private Client
Florida
$465K -$2.83K -13 -0.6%
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