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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1601
Lowe Wealth Advisors
Maryland
$57.4K – – –
SWA
1602
SOA Wealth Advisors
New York
$55.9K – – –
S
1603
Sachetta
Massachusetts
$55K +$4.91K +29 +11%
MAM
1604
Meeder Asset Management
Ohio
$54.4K +$8.97K +53 +22%
MSWM
1605
Mowery & Schoenfeld Wealth Management
Illinois
$53.4K – – –
WAM
1606
WFA Asset Management
Wisconsin
$52.6K +$338 +2 +0.6%
GCM
1607
Gables Capital Management
Florida
$50.9K – – –
TPWA
1608
Twin Peaks Wealth Advisors
California
$50.3K +$44.5K +263 New
CW
1609
Curio Wealth
Maryland
$50.1K +$44.8K +265 +6,625%
SSG
1610
Summit Securities Group
New York
$49.6K +$45K +266 New
GWSG
1611
GPS Wealth Strategies Group
Colorado
$46.8K +$846 +5 +2%
RF
1612
Rossby Financial
Florida
$46.2K -$282K -1,669 -87%
POIA
1613
Pin Oak Investment Advisors
Texas
$45K -$26.1K -154 -37%
WIM
1614
Westside Investment Management
California
$43.2K – – –
AW
1615
Avion Wealth
Texas
$43K +$3.89K +23 +11%
HWA
1616
HHM Wealth Advisors
Tennessee
$42.7K -$4.23K -25 -10%
TWD
1617
True Wealth Design
Ohio
$41.4K +$34.5K +204 +1,133%
EPIMS
1618
Evelyn Partners Investment Management Services
$41K – – –
PWA
1619
Physician Wealth Advisors
Utah
$39.5K +$846 +5 +2%
GKIM
1620
GW&K Investment Management
Massachusetts
$39K +$3.38K +20 +11%
OWA
1621
Opal Wealth Advisors
New York
$38.8K +$1.19K +7 +3%
WPWM
1622
Western Pacific Wealth Management
Illinois
$38.8K – – –
PWMG
1623
Private Wealth Management Group
New Jersey
$37.8K -$5.75K -34 -14%
AWM
1624
Abound Wealth Management
Tennessee
$37.7K -$1.01K -6 -3%
FS
1625
Financially Speaking
Colorado
$37.3K +$33.8K +200 New
63 64
65
66 67