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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
VST
1251
Van Strum & Towne
California
$231K – – –
WP
1252
WealthSource Partners
California
$231K +$606 +3 +0.2%
BDF
1253
Balasa Dinverno & Foltz
$231K +$4.25K +21 +2%
MWM
1254
Modera Wealth Management
New Jersey
$230K -$557K -2,757 -69%
CS
1255
Comerica Securities
Michigan
$230K -$40.4K -200 -14%
AWM
1256
Axxcess Wealth Management
California
$230K +$48.9K +242 +24%
TCM
1257
Traynor Capital Management
Pennsylvania
$229K – – –
MWA
1258
Meridian Wealth Advisors
Texas
$229K +$251K +1,241 New
EC
1259
Enhancing Capital
Pennsylvania
$228K – – –
MCWS
1260
McKinley Carter Wealth Services
West Virginia
$228K – – –
SMA
1261
Sage Mountain Advisors
Georgia
$227K -$98.7K -488 -28%
HWA
1262
Hillcrest Wealth Advisors
New Jersey
$226K – – –
SW
1263
SteelPeak Wealth
California
$226K +$606 +3 +0.2%
SF
1264
Summit Financial
New Jersey
$225K +$247K +1,221 New
AP
1265
Appleton Partners
Massachusetts
$225K -$3.03K -15 -1%
PWMG
1266
Prestige Wealth Management Group
New Jersey
$224K +$7.68K +38 +3%
FC
1267
Financial Council
Maryland
$223K – – –
CMS
1268
Capital Market Strategies
Florida
$221K – – –
RBC
1269
Roble Belko & Company
Pennsylvania
$221K – – –
BWA
1270
Burt Wealth Advisors
Maryland
$221K +$10.5K +52 +5%
EWA
1271
EverSource Wealth Advisors
Alabama
$221K +$18.4K +91 +8%
KIA
1272
KCM Investment Advisors
California
$220K +$16K +79 +7%
NFG
1273
Nations Financial Group
Iowa
$220K +$241K +1,192 New
LC
1274
Lindbrook Capital
California
$219K -$82.9K -410 -26%
IWM
1275
IHT Wealth Management
Illinois
$219K -$25.3K -125 -10%
49 50
51
52 53