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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1501
Kestra Investment Management
Texas
$310K -$3.58K -16 -1%
5NPW
1502
55 North Private Wealth
Florida
$309K +$281K +1,256 New
CPA
1503
Capital Performance Advisors
California
$309K -$604K -2,696 -68%
WI
1504
WrapManager Inc
California
$309K -$22.4K -100 -7%
AIA
1505
AIMZ Investment Advisors
California
$308K – – –
FWP
1506
Flatrock Wealth Partners
California
$308K +$32.5K +145 +13%
CTI
1507
Community Trust & Investment
Kentucky
$306K – – –
BB
1508
Busey Bank
Illinois
$306K -$33.1K -148 -11%
FA
1509
FDx Advisors
Illinois
$305K -$129K -577 -32%
CWM
1510
Connecticut Wealth Management
Connecticut
$305K -$2.24K -10 -0.8%
TAM
1511
Tucker Asset Management
Colorado
$304K -$1.34K -6 -0.5%
GDP
1512
Great Diamond Partners
Maine
$304K -$17.5K -78 -6%
EC
1513
Enhancing Capital
Pennsylvania
$304K – – –
FC
1514
Financial Council
Maryland
$304K -$15.2K -68 -5%
EB
1515
Exchange Bank
California
$303K – – –
W
1516
Wealthquest
Ohio
$303K +$7.84K +35 +3%
WFMPM
1517
Woodley Farra Manion Portfolio Management
Indiana
$302K -$224 -1 -0.1%
OFO
1518
OneAscent Family Office
Alabama
$301K +$45.7K +204 +20%
CH
1519
Cromwell Holdings
Wyoming
$301K – – –
SFS
1520
Sharp Financial Services
Pennsylvania
$300K -$89.6K -400 -25%
AF
1521
AGP Franklin
Tennessee
$299K – – –
IAS
1522
Investment Advisory Services
Texas
$299K +$8.29K +37 +3%
ZIG
1523
Zullo Investment Group
Pennsylvania
$298K -$138K -616 -34%
LWA
1524
LifeGoal Wealth Advisors
New York
$298K +$48.6K +217 +22%
VCM
1525
Viewpoint Capital Management
Washington
$298K -$179K -800 -40%
59 60
61
62 63