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PNC Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
CH
1326
Cromwell Holdings
Wyoming
$190K +$189K +1,222 New
AFWM
1327
Abich Financial Wealth Management
Virginia
$186K +$29K +187 +18%
UFF
1328
USA Financial Formulas
Michigan
$186K +$185K +1,196 New
FPFS
1329
First Personal Financial Services
North Carolina
$184K – – –
CFO
1330
CVA Family Office
Colorado
$183K – – –
RTC
1331
Riverview Trust Company
Washington
$182K – – –
DWA
1332
Dougherty Wealth Advisers
Minnesota
$182K – – –
JPWM
1333
Jamison Private Wealth Management
Georgia
$172K +$18K +116 +12%
AA
1334
Alta Advisers
United Kingdom
$171K – – –
RWMG
1335
Redwood Wealth Management Group
New Jersey
$169K +$169K +1,090 New
BGAI
1336
Bruce G. Allen Investments
Colorado
$167K -$3.1K -20 -2%
GWP
1337
Gen-Wealth Partners
Michigan
$164K -$513K -3,307 -76%
DMBA
1338
Deseret Mutual Benefit Administrators
Utah
$161K – – –
MWA
1339
MFA Wealth Advisors
Pennsylvania
$160K +$159K +1,027 New
MAM
1340
Meeder Asset Management
Ohio
$158K -$210K -1,352 -57%
BFS
1341
Bare Financial Services
Pennsylvania
$153K – – –
GFPC
1342
Global Financial Private Client
Florida
$153K – – –
SWS
1343
SYSTM Wealth Solutions
Illinois
$151K -$1.63M -10,509 -92%
PP
1344
Pacifica Partners
Canada
$150K – – –
PAM
1345
Paradigm Asset Management
New York
$140K -$1.26M -8,100 -90%
CA
1346
Crewe Advisors
Utah
$138K -$155 -1 -0.1%
BBPWM
1347
Blue Bell Private Wealth Management
Pennsylvania
$137K -$1.86K -12 -1%
VWM
1348
Venturi Wealth Management
Texas
$134K +$91.1K +588 +212%
A
1349
Allianz
Germany
$132K – – –
CWC
1350
Carolinas Wealth Consulting
North Carolina
$126K +$930 +6 +0.1%