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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
PMIM
1476
Prudent Man Investment Management
Colorado
$235K – – –
DWA
1477
Dougherty Wealth Advisers
Minnesota
$235K – – –
CWM
1478
Calamos Wealth Management
Illinois
$232K +$16K +81 +8%
PS
1479
Planned Solutions
California
$232K +$8.9K +45 +4%
BAM
1480
Blueshift Asset Management
New Jersey
$231K +$227K +1,148 New
JPWM
1481
Jamison Private Wealth Management
Georgia
$230K +$1.38K +7 +0.6%
BMWM
1482
Brown Miller Wealth Management
Virginia
$229K – – –
GFPC
1483
Global Financial Private Client
Florida
$229K +$3.17K +16 +1%
RWMG
1484
Redwood Wealth Management Group
New Jersey
$228K +$198 +1 +0.1%
CBT
1485
Crews Bank & Trust
Florida
$227K – – –
IAS
1486
Investment Advisory Services
Texas
$227K -$14.2K -72 -6%
PTB
1487
Pioneer Trust Bank
Oregon
$227K – – –
AWM
1488
Aprio Wealth Management
Georgia
$226K +$223K +1,127 New
GLF
1489
Groupe la Francaise
France
$225K +$8.7K +44 +4%
OWCM
1490
One Wealth Capital Management
Arizona
$225K +$222K +1,121 New
LAS
1491
Lloyd Advisory Services
Georgia
$225K -$8.7K -44 -4%
TCWA
1492
Turtle Creek Wealth Advisors
Texas
$225K +$221K +1,119 New
DWM
1493
Drive Wealth Management
Utah
$223K +$3.76K +19 +2%
RIS
1494
Retirement Income Solutions
Michigan
$222K – – –
VAF
1495
Values Added Financial
District of Columbia
$221K +$217K +1,099 New
BSTWA
1496
Blake Schutter Theil Wealth Advisors
Ohio
$220K -$593 -3 -0.3%
NA
1497
Nautilus Advisors
California
$220K – – –
PB
1498
Pinnacle Bancorp
Nebraska
$220K +$78.5K +397 +57%
MWPCG
1499
Measured Wealth Private Client Group
New Hampshire
$220K – – –
BZWA
1500
Blue Zone Wealth Advisors
California
$219K – – –
58 59
60
61 62