We are live on ! Find out more
PNC icon

PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
BHPW
1301
Beverly Hills Private Wealth
California
$308K – – –
PAMG
1302
Patton Albertson Miller Group
Tennessee
$307K – – –
SMA
1303
Sage Mountain Advisors
Georgia
$305K -$125K -661 -28%
WPW
1304
Waldron Private Wealth
Pennsylvania
$305K -$203K -1,077 -38%
SPC
1305
Sigma Planning Corp
Michigan
$304K -$17.6K -93 -5%
RF
1306
Rossby Financial
Florida
$304K +$362K +1,917 New
OCG
1307
Opus Capital Group
Ohio
$303K -$102K -540 -24%
PP
1308
PrairieView Partners
Minnesota
$303K – – –
RPWA
1309
Regent Peak Wealth Advisors
Georgia
$303K +$6.61K +35 +2%
MC
1310
Miramar Capital
Illinois
$301K – – –
CL
1311
CVFG LLC
Indiana
$301K – – –
BOCM
1312
Bontempo Ohly Capital Management
Maryland
$300K – – –
BIA
1313
BHK Investment Advisors
Alabama
$300K -$62.9K -333 -16%
CBT
1314
Central Bank & Trust
Kentucky
$300K – – –
FSA
1315
Franklin Street Advisors
North Carolina
$299K – – –
EIP
1316
Easterly Investment Partners
Massachusetts
$299K – – –
WI
1317
Wedgewood Investors
Pennsylvania
$298K – – –
CWP
1318
Cyndeo Wealth Partners
Florida
$298K +$4.53K +24 +1%
TI
1319
Truepoint Inc
Ohio
$298K -$378 -2 -0.1%
PCP
1320
Perbak Capital Partners
United Kingdom
$296K +$318K +1,685 New
FWM
1321
FSA Wealth Management
Massachusetts
$295K – – –
BWFA
1322
Baltimore-Washington Financial Advisors
Maryland
$295K – – –
LAM
1323
L2 Asset Management
Massachusetts
$295K +$28.1K +149 +10%
HNWAG
1324
High Net Worth Advisory Group
Florida
$295K – – –
PP
1325
PDS Planning
Ohio
$294K +$21.7K +115 +7%
51 52
53
54 55