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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
1451
YHB Investment Advisors
Connecticut
$285K +$298K +1,370 New
MVA
1452
Mount Vernon Associates
Maryland
$285K – – –
AA
1453
Advisory Alpha
Michigan
$284K +$43.5K +200 +17%
HCM
1454
Howard Capital Management
Georgia
$283K -$287K -1,319 -49%
FBFS
1455
First Business Financial Services
Wisconsin
$283K +$2.61K +12 +0.9%
TWP
1456
Tower Wealth Partners
Pennsylvania
$282K -$218 -1 -0.1%
OL
1457
Optas LLC
Texas
$282K -$19.2K -88 -6%
WI
1458
WrapManager Inc
California
$282K -$9.58K -44 -3%
CM
1459
Cornerstone Management
Georgia
$281K – – –
MIM
1460
Morningstar Investment Management
Illinois
$281K – – –
SP
1461
Symmetry Partners
Connecticut
$281K +$1.52K +7 +0.5%
KRW
1462
Kaufman Rossin Wealth
Florida
$280K -$786K -3,609 -73%
TWM
1463
TRB Wealth Management
Texas
$280K +$293K +1,346 New
QIM
1464
Quantitative Investment Management
Virginia
$280K -$2.46M -11,280 -89%
CAG
1465
Centerpoint Advisory Group
Kansas
$280K – – –
TFG
1466
Taylor Financial Group
Virginia
$279K – – –
KBG
1467
Kahn Brothers Group
New York
$279K -$199K -915 -41%
FM
1468
Family Management
New York
$278K +$20.9K +96 +8%
HFP
1469
Holistic Financial Partners
Indiana
$278K -$121K -558 -29%
BIM
1470
Bridges Investment Management
Nebraska
$278K +$12K +55 +4%
EAM
1471
Evanson Asset Management
California
$278K -$14.6K -67 -5%
MA
1472
Macro Advisors
Pennsylvania
$277K +$290K +1,332 New
CWA
1473
Canvas Wealth Advisors
Kansas
$277K +$24.2K +111 +9%
MFT
1474
Moisand Fitzgerald Tamayo
Florida
$276K – – –
NPPM
1475
North Point Portfolio Managers
Ohio
$276K – – –
57 58
59
60 61