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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAMC
1251
Spectrum Asset Management (California)
California
$221K – – –
AWA
1252
Arete Wealth Advisors
Illinois
$221K +$216K +1,062 New
GCL
1253
Gouws Capital LLC
North Carolina
$221K +$224K +1,100 New
MFG
1254
Menard Financial Group
Texas
$220K -$48.8K -240 -18%
CIA
1255
Capital Investment Advisors
Georgia
$218K +$6.31K +31 +3%
FNT
1256
First Nebraska Trust
Nebraska
$217K -$7.12K -35 -3%
VWM
1257
Valley Wealth Managers
New Jersey
$217K -$122K -600 -36%
RTS
1258
Round Table Services
New Jersey
$217K – – –
IWC
1259
Integrated Wealth Concepts
Massachusetts
$216K -$22.4K -110 -9%
AA
1260
Aufman Associates
Pennsylvania
$216K – – –
LDFR
1261
Lehman & Derafelo Financial Resources
Pennsylvania
$216K +$8.34K +41 +4%
HA
1262
HFG Advisors
Ohio
$216K +$219K +1,075 New
CIG
1263
Cairn Investment Group
Washington
$215K – – –
IFG
1264
Independent Financial Group
California
$214K – – –
WFI
1265
West Family Investments
California
$214K -$26.5K -130 -11%
FCIM
1266
Fairview Capital Investment Management
California
$214K +$218K +1,072 New
PCP
1267
Proficio Capital Partners
Massachusetts
$212K +$215K +1,058 New
MG
1268
Mather Group
Illinois
$212K +$216K +1,059 New
MAM
1269
McLean Asset Management
Virginia
$211K – – –
BCM
1270
BTR Capital Management
California
$210K +$213K +1,045 New
CAM
1271
Campion Asset Management
Virginia
$209K – – –
SFO
1272
Stokes Family Office
Louisiana
$209K +$212K +1,040 New
MFG
1273
Mission Financial Group
Nevada
$209K +$203K +999 New
CI
1274
CX Institutional
Indiana
$208K -$1.62M -7,983 -89%
MWM
1275
Mission Wealth Management
California
$207K -$39.7K -195 -16%
49 50
51
52 53