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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1526
PFG Advisors
Arizona
$233K -$73.5K -381 -25%
IIC
1527
Ironwood Investment Counsel
Arizona
$232K +$214K +1,111 New
GLF
1528
Groupe la Francaise
France
$232K -$2.12K -11 -1%
FWP
1529
Flatrock Wealth Partners
California
$231K +$214K +1,109 New
AMBIA
1530
Allen Mooney & Barnes Investment Advisors
Georgia
$231K +$18.9K +98 +10%
PFM
1531
Patton Fund Management
Texas
$231K -$54.8K -284 -20%
RIS
1532
Retirement Income Solutions
Michigan
$230K – – –
VAF
1533
Values Added Financial
District of Columbia
$230K +$579 +3 +0.3%
BSTWA
1534
Blake Schutter Theil Wealth Advisors
Ohio
$229K – – –
NA
1535
Nautilus Advisors
California
$229K – – –
PB
1536
Pinnacle Bancorp
Nebraska
$229K – – –
MWPCG
1537
Measured Wealth Private Client Group
New Hampshire
$228K – – –
BZWA
1538
Blue Zone Wealth Advisors
California
$228K – – –
CWAF
1539
Core Wealth Advisors (Florida)
Florida
$226K – – –
IA
1540
Integrity Alliance
Iowa
$226K +$209K +1,082 New
EHC
1541
Everett Harris & Co
California
$226K – – –
WPWM
1542
Windward Private Wealth Management
Kansas
$225K – – –
MAWA
1543
Moss Adams Wealth Advisors
Washington
$222K +$206K +1,065 New
SC
1544
Sapient Capital
Indiana
$222K +$10.6K +55 +6%
RMCM
1545
Reynders McVeigh Capital Management
Massachusetts
$222K – – –
GPWM
1546
Grant Private Wealth Management
California
$222K – – –
ACP
1547
Arcus Capital Partners
Georgia
$222K +$205K +1,062 New
LAS
1548
Lloyd Advisory Services
Georgia
$222K -$11.4K -59 -5%
SIP
1549
Snowwater Investment Partners
Connecticut
$221K +$205K +1,060 New
TFA
1550
Tobias Financial Advisors
Florida
$221K +$205K +1,060 New
60 61
62
63 64