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PNC Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1301
FSA Wealth Management
Massachusetts
$306K -$6.77K -40 -2%
EFS
1302
Econ Financial Services
Pennsylvania
$305K +$1.35K +8 +0.5%
AIA
1303
AssuredPartners Investment Advisors
Florida
$303K -$440K -2,598 -61%
PAS
1304
Parsonex Advisory Services
Colorado
$303K +$275K +1,626 New
RBC
1305
Roble Belko & Company
Pennsylvania
$303K -$45K -266 -14%
MWM
1306
Manske Wealth Management
Texas
$303K – – –
PHWM
1307
Pine Harbor Wealth Management
Maryland
$302K +$23.7K +140 +9%
First Command Advisory Services
1308
First Command Advisory Services
Texas
$301K – – –
TC
1309
TwinBeech Capital
New York
$301K -$55M -324,900 -100%
AP
1310
Aspect Partners
Virginia
$300K +$10.7K +63 +4%
WFAG
1311
Wescott Financial Advisory Group
Pennsylvania
$299K +$7.11K +42 +3%
CWP
1312
Cyndeo Wealth Partners
Florida
$299K -$15.6K -92 -5%
GDP
1313
Great Diamond Partners
Maine
$298K -$27.4K -162 -9%
CPL
1314
Capital & Planning LLC
Georgia
$298K – – –
OCG
1315
Opus Capital Group
Ohio
$297K -$22.2K -131 -8%
OFG
1316
OmniStar Financial Group
North Carolina
$295K +$268K +1,585 New
SageView Advisory Group
1317
SageView Advisory Group
California
$295K -$17.8K -105 -6%
BFG
1318
Beacon Financial Group
Texas
$295K -$12.7K -75 -5%
CNBT
1319
Canandaigua National Bank & Trust
New York
$294K -$521K -3,076 -66%
HVIA
1320
Hudson Valley Investment Advisors
New York
$294K – – –
MAP
1321
Moody Aldrich Partners
Massachusetts
$293K – – –
CHAM
1322
Clear Harbor Asset Management
Connecticut
$293K -$16.9K -100 -6%
RZH
1323
Relyea Zuckerberg Hanson
Connecticut
$293K +$16.9K +100 +7%
SCM
1324
Sitrin Capital Management
California
$292K – – –
GAG
1325
GM Advisory Group
New York
$292K +$265K +1,565 New