We are live on ! Find out more
PNC icon

PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1501
Bare Financial Services
Pennsylvania
$163K – – –
HCM
1502
Hollencrest Capital Management
California
$162K – – –
VWA
1503
VSM Wealth Advisory
Maryland
$159K +$229K +1,164 New
JFA
1504
JNBA Financial Advisors
Minnesota
$151K – – –
RS
1505
R Squared
Hong Kong
$148K +$151K +770 New
WPWM
1506
Western Pacific Wealth Management
Illinois
$148K – – –
ITFISA
1507
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$144K +$147K +748 New
LFA
1508
Legend Financial Advisors
Pennsylvania
$143K +$29.3K +149 +25%
CAWM
1509
Capital A Wealth Management
Pennsylvania
$141K +$144K +731 New
CWC
1510
Carolinas Wealth Consulting
North Carolina
$138K +$3.54K +18 +0.4%
SGC
1511
Slocum, Gordon & Co
Rhode Island
$134K – – –
SIS
1512
Sound Income Strategies
Florida
$132K -$3.93K -20 -3%
EPW
1513
Endeavor Private Wealth
Kansas
$126K +$128K +651 New
OC
1514
Oakworth Capital
Alabama
$116K -$21.2K -108 -15%
CA
1515
Crewe Advisors
Utah
$115K -$55K -280 -32%
VWM
1516
Venturi Wealth Management
Texas
$115K +$2.16K +11 +2%
DCBT
1517
Dakota Community Bank & Trust
North Dakota
$114K +$25.4K +129 +28%
AEPWM
1518
Atlantic Edge Private Wealth Management
Florida
$114K -$4.92K -25 -4%
GIM
1519
Gold Investment Management
Alberta, Canada
$113K – – –
ZRP
1520
Zynergy Retirement Planning
New Jersey
$112K – – –
RA
1521
Rise Advisors
New York
$111K +$983 +5 +0.9%
CAL
1522
Capital Advisors Ltd
Ohio
$108K +$786 +4 +0.7%
CT
1523
Coastline Trust
Rhode Island
$108K – – –
VAG
1524
VisionPoint Advisory Group
Texas
$107K -$10.2K -52 -9%
T
1525
TOBAM
France
$106K -$12.4K -63 -10%
59 60
61
62 63