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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1301
Endurance Wealth Management
Rhode Island
$20K – – –
BWM
1302
BerganKDV Wealth Management
Minnesota
$19.8K -$6.72K -55 -26%
AIM
1303
Anchor Investment Management
South Carolina
$19.8K -$6.11K -50 -24%
RWPA
1304
Richard W. Paul & Associates
Michigan
$19.6K -$122 -1 -0.6%
CTB
1305
Country Trust Bank
Illinois
$19.6K – – –
APC
1306
Aspire Private Capital
North Carolina
$19.2K +$3.06K +25 +20%
SN
1307
Sittner & Nelson
Oregon
$18.9K – – –
CIA
1308
Cape Investment Advisory
Georgia
$18.5K – – –
FP
1309
Financial Perspectives
Minnesota
$17.9K – – –
SIC
1310
SJS Investment Consulting
Ohio
$17.4K +$1.59K +13 +10%
AWM
1311
AllSquare Wealth Management
New York
$16.6K – – –
FSWA
1312
Financial Synergies Wealth Advisors
Texas
$16.2K +$244 +2 +2%
FCG
1313
Financial Connections Group
California
$16K – – –
GKIM
1314
GW&K Investment Management
Massachusetts
$16K +$15.3K +125 New
NL
1315
NVWM LLC
Pennsylvania
$15.7K – – –
BSWA
1316
Bromfield Sneider Wealth Advisors
Massachusetts
$15.5K – – –
TLA
1317
Tanglewood Legacy Advisors
Texas
$15.1K – – –
DI
1318
Disciplined Investments
Oklahoma
$14.6K -$367 -3 -3%
KIG
1319
Kessler Investment Group
Indiana
$14.4K – – –
SFG
1320
Steward Financial Group
Texas
$14K +$14.5K +119 New
DWA
1321
Delos Wealth Advisors
Texas
$13.1K – – –
SWA
1322
Sutton Wealth Advisors
Florida
$12.7K -$16.3K -133 -57%
WOC
1323
West Oak Capital
California
$12.7K – – –
BCMLT
1324
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.6K – – –
PK
1325
Pflug Koory
Nebraska
$12.6K – – –
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