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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1301
Waldron Private Wealth
Pennsylvania
$307K -$15.4K -91 -5%
FWM
1302
FSA Wealth Management
Massachusetts
$306K -$6.77K -40 -2%
EFS
1303
Econ Financial Services
Pennsylvania
$305K +$1.35K +8 +0.5%
AIA
1304
AssuredPartners Investment Advisors
Florida
$303K -$440K -2,598 -61%
PAS
1305
Parsonex Advisory Services
Colorado
$303K +$275K +1,626 New
RBC
1306
Roble Belko & Company
Pennsylvania
$303K -$45K -266 -14%
MWM
1307
Manske Wealth Management
Texas
$303K – – –
PHWM
1308
Pine Harbor Wealth Management
Maryland
$302K +$23.7K +140 +9%
FCAS
1309
First Command Advisory Services
Texas
$301K – – –
TC
1310
TwinBeech Capital
New York
$301K -$55M -324,900 -100%
AP
1311
Aspect Partners
Virginia
$300K +$10.7K +63 +4%
WFAG
1312
Wescott Financial Advisory Group
Pennsylvania
$299K +$7.11K +42 +3%
CWP
1313
Cyndeo Wealth Partners
Florida
$299K -$15.6K -92 -5%
GDP
1314
Great Diamond Partners
Maine
$298K -$27.4K -162 -9%
CPL
1315
Capital & Planning LLC
Georgia
$298K – – –
OCG
1316
Opus Capital Group
Ohio
$297K -$22.2K -131 -8%
OFG
1317
OmniStar Financial Group
North Carolina
$295K +$268K +1,585 New
SAG
1318
SageView Advisory Group
California
$295K -$17.8K -105 -6%
BFG
1319
Beacon Financial Group
Texas
$295K -$12.7K -75 -5%
CNBT
1320
Canandaigua National Bank & Trust
New York
$294K -$521K -3,076 -66%
HVIA
1321
Hudson Valley Investment Advisors
New York
$294K – – –
MAP
1322
Moody Aldrich Partners
Massachusetts
$293K – – –
CHAM
1323
Clear Harbor Asset Management
Connecticut
$293K -$16.9K -100 -6%
RZH
1324
Relyea Zuckerberg Hanson
Connecticut
$293K +$16.9K +100 +7%
SCM
1325
Sitrin Capital Management
California
$292K – – –
51 52
53
54 55