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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1351
Avior Wealth Management
Nebraska
$268K -$8.26K -42 -3%
FRA
1352
Front Row Advisors
California
$266K – – –
HDIM
1353
Hanson & Doremus Investment Management
Vermont
$266K – – –
MVA
1354
Mount Vernon Associates
Maryland
$266K – – –
MCM
1355
McRae Capital Management
New Jersey
$266K -$4.33K -22 -2%
KFI
1356
Key Financial Inc
Pennsylvania
$266K -$5.11K -26 -2%
EMAM
1357
Encompass More Asset Management
California
$265K +$57K +290 +27%
NFG
1358
Nadler Financial Group
Illinois
$263K – – –
NC
1359
NovaPoint Capital
Georgia
$262K – – –
CM
1360
Cornerstone Management
Georgia
$260K – – –
IF
1361
Intrua Financial
Texas
$259K -$132K -669 -33%
MWP
1362
Meridian Wealth Partners
Pennsylvania
$259K +$1.57K +8 +0.6%
TFG
1363
Taylor Financial Group
Virginia
$259K – – –
CSWM
1364
Cassady Schiller Wealth Management
Ohio
$259K +$4.13K +21 +2%
F8IS
1365
Figure 8 Investment Strategies
Idaho
$257K +$262K +1,334 New
OL
1366
Optas LLC
Texas
$257K -$4.52K -23 -2%
CFP
1367
Catalyst Financial Partners
Massachusetts
$256K +$12.6K +64 +5%
MFT
1368
Moisand Fitzgerald Tamayo
Florida
$256K – – –
AWA
1369
Amplius Wealth Advisors
Pennsylvania
$256K +$23.6K +120 +10%
NPPM
1370
North Point Portfolio Managers
Ohio
$256K – – –
FIM
1371
Fruth Investment Management
Texas
$254K – – –
HIS
1372
Harvest Investment Services
Illinois
$254K +$259K +1,316 New
RF
1373
Roxbury Financial
New Jersey
$253K +$232K +1,179 New
GPW
1374
Genesis Private Wealth
Virginia
$253K +$258K +1,312 New
AFP
1375
Ausdal Financial Partners
Iowa
$249K +$254K +1,291 New
53 54
55
56 57