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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
F8IS
1426
Figure 8 Investment Strategies
Idaho
$278K – – –
CAL
1427
Capital Analysts LLC
Pennsylvania
$278K -$22.6K -117 -8%
SWGC
1428
Summit Wealth Group (Colorado)
Colorado
$278K +$257K +1,330 New
MSFS
1429
Main Street Financial Solutions
Pennsylvania
$277K -$46.1K -239 -15%
MFT
1430
Moisand Fitzgerald Tamayo
Florida
$277K – – –
NPPM
1431
North Point Portfolio Managers
Ohio
$277K – – –
OWCM
1432
One Wealth Capital Management
Arizona
$277K +$39.4K +204 +18%
FIM
1433
Fruth Investment Management
Texas
$275K – – –
PFBT
1434
Parkside Financial Bank & Trust
Missouri
$275K +$58.1K +301 +30%
KFI
1435
Key Financial Inc
Pennsylvania
$275K +$965 +5 +0.4%
RFP
1436
Root Financial Partners
California
$274K +$11.6K +60 +5%
YAIA
1437
Yanni & Associates Investment Advisors
Pennsylvania
$273K +$253K +1,309 New
USCWA
1438
U.S. Capital Wealth Advisors
Texas
$271K +$41.5K +215 +20%
NBWM
1439
North Berkeley Wealth Management
California
$271K +$251K +1,298 New
LPFG
1440
Landing Point Financial Group
Ohio
$270K – – –
KCFA
1441
Key Client Fiduciary Advisors
New Jersey
$269K -$28.2K -146 -10%
FRM
1442
Fox Run Management
Connecticut
$268K -$449K -2,328 -64%
FC
1443
Financial Council
Maryland
$268K -$2.32K -12 -0.9%
HFBOT
1444
Home Federal Bank of Tennessee
Tennessee
$268K – – –
BIM
1445
Bridges Investment Management
Nebraska
$267K +$3.86K +20 +2%
CAM
1446
Congress Asset Management
Massachusetts
$267K – – –
HVIA
1447
Hudson Valley Investment Advisors
New York
$266K -$57.9K -300 -19%
MWP
1448
Meridian Wealth Partners
Pennsylvania
$266K -$965 -5 -0.4%
GA
1449
Greenspring Advisors
Maryland
$265K +$246K +1,272 New
GHA
1450
Good Harbor Advisors
Massachusetts
$265K +$245K +1,270 New
56 57
58
59 60