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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
I
1451
InceptionR
California
$334K +$304K +1,357 New
CM
1452
Cornerstone Management
Georgia
$332K – – –
CAG
1453
Centerpoint Advisory Group
Kansas
$331K – – –
KBG
1454
Kahn Brothers Group
New York
$330K – – –
TFG
1455
Taylor Financial Group
Virginia
$330K – – –
F8IS
1456
Figure 8 Investment Strategies
Idaho
$330K -$9.18K -41 -3%
SEP
1457
Signature Equity Partners
Ohio
$330K +$17.2K +77 +6%
YIA
1458
YHB Investment Advisors
Connecticut
$329K -$7.61K -34 -2%
EF
1459
Evanson Financial
Virginia
$328K +$299K +1,334 New
PS
1460
Planned Solutions
California
$328K +$34K +152 +13%
VCM
1461
Virtue Capital Management
Tennessee
$326K -$6.05K -27 -2%
MFT
1462
Moisand Fitzgerald Tamayo
Florida
$326K – – –
AWM
1463
Avior Wealth Management
Nebraska
$326K -$29.8K -133 -9%
BPWM
1464
Badgley Phelps Wealth Managers
Washington
$325K +$296K +1,321 New
FIM
1465
Fruth Investment Management
Texas
$325K – – –
MAWA
1466
Moss Adams Wealth Advisors
Washington
$325K +$9.63K +43 +3%
CAAS
1467
Capital Asset Advisory Services
Michigan
$325K -$22.4K -100 -7%
BW
1468
Blalock Williams
Alabama
$324K +$31.8K +142 +12%
RCAG
1469
Rehmann Capital Advisory Group
Michigan
$324K +$23.3K +104 +9%
KFI
1470
Key Financial Inc
Pennsylvania
$324K +$896 +4 +0.3%
APC
1471
Aspire Private Capital
North Carolina
$322K +$60.9K +272 +26%
1SB
1472
1ST Source Bank
Indiana
$321K +$29.8K +133 +11%
GHA
1473
Good Harbor Advisors
Massachusetts
$320K +$6.94K +31 +2%
CWM
1474
Calamos Wealth Management
Illinois
$320K +$6.27K +28 +2%
QCM
1475
Qsemble Capital Management
New York
$320K -$12.7M -56,586 -98%
57 58
59
60 61