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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
1301
Knightsbridge Asset Management
California
$379K +$43K +223 +14%
FA
1302
FDx Advisors
Illinois
$378K – – –
HDIM
1303
Hanson & Doremus Investment Management
Vermont
$377K -$3.47K -18 -1%
OFS
1304
Oldfather Financial Services
Nebraska
$376K – – –
TLP
1305
Trinity Legacy Partners
Texas
$374K – – –
TL
1306
Tradewinds LLC
North Carolina
$374K -$9.27K -48 -3%
MYLI
1307
Meiji Yasuda Life Insurance
Japan
$374K +$346K +1,790 New
RPWA
1308
Regent Peak Wealth Advisors
Georgia
$372K +$14.7K +76 +4%
CVM
1309
Cheviot Value Management
California
$371K – – –
NFG
1310
Northeast Financial Group
Pennsylvania
$369K – – –
SEP
1311
Signature Equity Partners
Ohio
$369K +$341K +1,767 New
SF
1312
Symphony Financial
Texas
$369K -$12.9K -67 -4%
AFW
1313
Atlantic Family Wealth
Florida
$368K -$579 -3 -0.2%
CWA
1314
Clearview Wealth Advisors
Oregon
$368K -$16.2K -84 -5%
KIA
1315
KCM Investment Advisors
California
$367K -$25.5K -132 -7%
AWAP
1316
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$367K -$4.83K -25 -1%
CL
1317
CVFG LLC
Indiana
$366K +$8.3K +43 +3%
PEA
1318
Park Edge Advisors
Ohio
$365K – – –
CIAM
1319
Caitong International Asset Management
Hong Kong
$364K +$337K +1,745 New
STS
1320
SG Trading Solutions
Utah
$363K +$336K +1,741 New
PHWM
1321
Pine Harbor Wealth Management
Maryland
$362K +$3.28K +17 +1%
AT
1322
American Trust
Kentucky
$361K -$124K -643 -27%
CFS
1323
CRA Financial Services
New Jersey
$360K +$97.3K +504 +41%
A
1324
Argentarii
Ohio
$360K +$333K +1,723 New
JSW
1325
Journey Strategic Wealth
New Jersey
$359K -$35.1K -182 -10%
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