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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
MVA
1276
Mount Vernon Associates
Maryland
$255K – – –
BSTWA
1277
Blake Schutter Theil Wealth Advisors
Ohio
$253K +$240K +1,371 New
NFG
1278
Nadler Financial Group
Illinois
$252K – – –
NC
1279
NovaPoint Capital
Georgia
$252K – – –
OL
1280
Optas LLC
Texas
$251K +$238K +1,356 New
WAS
1281
Wealth Advisory Solutions
Indiana
$250K +$5.44K +31 +2%
CM
1282
Cornerstone Management
Georgia
$250K – – –
CWM
1283
Chesapeake Wealth Management
Virginia
$249K – – –
TFG
1284
Taylor Financial Group
Virginia
$248K – – –
MWM
1285
Modern Wealth Management
Kansas
$248K +$235K +1,339 New
PMG
1286
ProVise Management Group
Florida
$247K +$234K +1,337 New
MWP
1287
Meridian Wealth Partners
Pennsylvania
$247K +$877 +5 +0.4%
GSEP
1288
Golden State Equity Partners
California
$246K -$23.1K -132 -9%
MFT
1289
Moisand Fitzgerald Tamayo
Florida
$245K – – –
NPPM
1290
North Point Portfolio Managers
Ohio
$245K – – –
CSWM
1291
Cassady Schiller Wealth Management
Ohio
$244K – – –
AT
1292
American Trust
Kentucky
$244K -$4.74K -27 -2%
FIM
1293
Fruth Investment Management
Texas
$244K – – –
SI
1294
Seeds Investor
New York
$244K -$1.75K -10 -0.8%
FCH
1295
Freestone Capital Holdings
Washington
$244K -$506K -2,883 -69%
SW
1296
Simplicity Wealth
New Jersey
$241K -$2.53M -14,439 -92%
SQA
1297
Simon Quick Advisors
New Jersey
$238K +$226K +1,287 New
UFF
1298
USA Financial Formulas
Michigan
$238K +$16K +91 +8%
FC
1299
Financial Council
Maryland
$238K +$226K +1,286 New
HFBOT
1300
Home Federal Bank of Tennessee
Tennessee
$238K +$225K +1,285 New
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