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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
1351
Hudson Valley Investment Advisors
New York
$277K – – –
MAP
1352
Moody Aldrich Partners
Massachusetts
$276K +$297K +1,572 New
AC
1353
AlphaCore Capital
California
$276K +$297K +1,571 New
CCA
1354
Conservest Capital Advisors
Pennsylvania
$276K +$7.74K +41 +3%
SCM
1355
Sitrin Capital Management
California
$276K – – –
WFAG
1356
Wescott Financial Advisory Group
Pennsylvania
$275K -$2.83K -15 -0.9%
FPGT
1357
Financial Partners Group (Tennessee)
Tennessee
$275K -$118K -625 -29%
FFA
1358
First Foundation Advisors
California
$274K -$49.1K -260 -14%
PW
1359
PUREfi Wealth
Massachusetts
$274K +$294K +1,559 New
CWM
1360
Circle Wealth Management
New Jersey
$274K +$1.7K +9 +0.6%
AP
1361
Aspect Partners
Virginia
$272K +$1.7K +9 +0.6%
DWM
1362
Dynasty Wealth Management
Florida
$272K +$19.4K +103 +7%
IC
1363
Inscription Capital
Texas
$271K +$316K +1,674 New
TA
1364
Townsend & Associates
Colorado
$270K – – –
MSFS
1365
Main Street Financial Solutions
Pennsylvania
$270K -$43.6K -231 -13%
RIL
1366
Rothschild Investment LLC
Illinois
$269K -$104K -553 -27%
PWG
1367
Portside Wealth Group
Utah
$268K -$65.9K -349 -19%
GAB
1368
German American Bancorp
Indiana
$268K – – –
KCFA
1369
Key Client Fiduciary Advisors
New Jersey
$267K -$16K -85 -5%
AC
1370
Apella Capital
Connecticut
$266K +$313K +1,660 New
MCM
1371
McRae Capital Management
New Jersey
$265K +$24.9K +132 +10%
AWA
1372
Aaron Wealth Advisors
Illinois
$264K -$17.7K -94 -6%
CWM
1373
Cordatus Wealth Management
Pennsylvania
$264K +$283K +1,500 New
EGA
1374
E&G Advisors
Texas
$264K – – –
FGG
1375
Financial Guidance Group
Florida
$264K – – –
53 54
55
56 57