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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1601
Ruedi Wealth Management
Illinois
$41K – – –
WIM
1602
Westside Investment Management
California
$40.4K – – –
EPIMS
1603
Evelyn Partners Investment Management Services
$38.7K – – –
AWM
1604
Abound Wealth Management
Tennessee
$36.6K +$189 +1 +0.5%
WPWM
1605
Western Pacific Wealth Management
Illinois
$36.6K -$105K -557 -73%
PWA
1606
Physician Wealth Advisors
Utah
$36.4K – – –
WA
1607
WPG Advisers
Maryland
$35.7K -$5.1K -27 -12%
OWA
1608
Opal Wealth Advisors
New York
$35.3K +$37.9K +201 New
VWM
1609
Valley Wealth Managers
New Jersey
$35.3K – – –
OAJ
1610
Ogorek Anthony Joseph
New York
$34K +$37.6K +199 New
HNW
1611
High Note Wealth
Minnesota
$33.7K – – –
JGIA
1612
Jackson Grant Investment Advisers
Connecticut
$33.4K – – –
GKIM
1613
GW&K Investment Management
Massachusetts
$33K +$378 +2 +1%
TFM
1614
TFC Financial Management
Massachusetts
$32.7K +$1.7K +9 +5%
RAM
1615
Riggs Asset Management
Pennsylvania
$32.5K – – –
CAC
1616
Core Alternative Capital
Georgia
$32.2K – – –
GWMI
1617
Guardian Wealth Management (Illinois)
Illinois
$31.7K +$189 +1 +0.6%
FIM
1618
FWL Investment Management
Texas
$31.6K – – –
HFS
1619
Hopwood Financial Services
Virginia
$31.6K +$11.3K +60 +50%
RWM
1620
Rialto Wealth Management
New York
$30.9K +$1.7K +9 +5%
WFA
1621
West Financial Advisors
Iowa
$30.6K – – –
CPG
1622
Cornerstone Planning Group
New Jersey
$30.4K +$12.3K +65 +51%
WA
1623
Whipplewood Advisors
Colorado
$30.4K -$27.9K -148 -86%
AIM
1624
Anchor Investment Management
South Carolina
$28.8K – – –
CTB
1625
Country Trust Bank
Illinois
$27.4K -$378 -2 -1%
63 64
65
66 67