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PNC Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1476
Stratos Wealth Advisors
Ohio
$217K -$2.2K -13 -1%
LAS
1477
Lloyd Advisory Services
Georgia
$217K +$197K +1,165 New
Freestone Capital Holdings
1478
Freestone Capital Holdings
Washington
$217K +$197K +1,165 New
MASECO Private Wealth
1479
MASECO Private Wealth
$215K +$196K +1,156 New
Dana Investment Advisors
1480
Dana Investment Advisors
Wisconsin
$215K -$87.5K -517 -31%
BMWM
1481
Brown Miller Wealth Management
Virginia
$213K – – –
ICP
1482
Impact Capital Partners
Colorado
$213K +$193K +1,141 New
Savvy Advisors Inc
1483
Savvy Advisors Inc
New York
$212K -$8.46K -50 -4%
Kestra Investment Management
1484
Kestra Investment Management
Texas
$212K +$96.8K +572 +101%
JPWM
1485
Jamison Private Wealth Management
Georgia
$212K +$193K +1,138 New
RWMG
1486
Redwood Wealth Management Group
New Jersey
$212K +$192K +1,135 New
FMTC
1487
Farmers & Merchants Trust Company
California
$211K +$192K +1,134 New
VAG
1488
VisionPoint Advisory Group
Texas
$211K +$192K +1,133 New
CBT
1489
Crews Bank & Trust
Florida
$211K – – –
PTB
1490
Pioneer Trust Bank
Oregon
$211K +$191K +1,130 New
I
1491
InceptionR
California
$209K +$190K +1,123 New
W
1492
Wealthquest
Ohio
$209K +$190K +1,123 New
GFPC
1493
Global Financial Private Client
Florida
$209K +$1.69K +10 +0.9%
PCM
1494
Prelude Capital Management
New York
$208K -$108K -636 -36%
Jacobs Levy Equity Management
1495
Jacobs Levy Equity Management
New Jersey
$208K +$189K +1,114 New
Crestwood Advisors Group
1496
Crestwood Advisors Group
Massachusetts
$207K -$13.2K -78 -7%
PS
1497
Planned Solutions
California
$207K +$188K +1,108 New
GWM
1498
Gibbs Wealth Management
Georgia
$206K +$187K +1,104 New
RIS
1499
Retirement Income Solutions
Michigan
$206K +$187K +1,103 New
BSTWA
1500
Blake Schutter Theil Wealth Advisors
Ohio
$205K +$186K +1,100 New