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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1601
Concord Wealth Partners
Virginia
$40.4K +$393 +2 +1%
PWA
1602
Physician Wealth Advisors
Utah
$39.9K +$40.7K +207 New
AWM
1603
Abound Wealth Management
Tennessee
$39.9K +$393 +2 +1%
TWD
1604
True Wealth Design
Ohio
$38.7K +$11.6K +59 +42%
VWM
1605
Valley Wealth Managers
New Jersey
$38.7K – – –
FS
1606
Financially Speaking
Colorado
$38.6K +$39.3K +200 New
HI
1607
Hoey Investments
Pennsylvania
$38.6K +$39.3K +200 New
RFG
1608
REAP Financial Group
Texas
$38.5K +$15.7K +80 +67%
SL
1609
Salomon & Ludwin
Virginia
$37.4K -$393 -2 -1%
HNW
1610
High Note Wealth
Minnesota
$37K +$37.7K +192 New
JGIA
1611
Jackson Grant Investment Advisers
Connecticut
$36.6K – – –
FLP
1612
Financial Life Planners
Arizona
$36.6K +$37.2K +189 New
CCA
1613
Criterion Capital Advisors
Tennessee
$36.1K – – –
GKIM
1614
GW&K Investment Management
Massachusetts
$36K +$197 +1 +0.5%
RAM
1615
Riggs Asset Management
Pennsylvania
$35.6K – – –
CAC
1616
Core Alternative Capital
Georgia
$35.3K – – –
FIM
1617
FWL Investment Management
Texas
$34.7K – – –
GWMI
1618
Guardian Wealth Management (Illinois)
Illinois
$34.5K +$393 +2 +1%
TFM
1619
TFC Financial Management
Massachusetts
$34.1K – – –
SWM
1620
Sugarloaf Wealth Management
Georgia
$33.6K – – –
WFA
1621
West Financial Advisors
Iowa
$33.6K – – –
WA
1622
Whipplewood Advisors
Colorado
$33.4K +$34K +173 New
BCA
1623
Bray Capital Advisors
Florida
$32.2K – – –
RWM
1624
Rialto Wealth Management
New York
$32.2K +$32.8K +167 New
SAM
1625
Synergy Asset Management
Washington
$31.7K +$33.6K +171 New
63 64
65
66 67