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PNC Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
JWWM
1601
Johnson & White Wealth Management
Pennsylvania
$205K +$190K +982 New
MFGM
1602
Marshall Financial Group (Maryland)
Maryland
$205K +$190K +982 New
AWMG
1603
Alliance Wealth Management Group
New Jersey
$204K +$189K +978 New
TCM
1604
Towercrest Capital Management
Pennsylvania
$204K +$189K +978 New
SBI Securities
1605
SBI Securities
Japan
$204K -$386 -2 -0.2%
PWM
1606
Provident Wealth Management
Tennessee
$202K +$187K +970 New
Alpha Cubed Investments
1607
Alpha Cubed Investments
California
$202K +$187K +969 New
SIM
1608
Sentry Investment Management
Wisconsin
$202K – – –
TWP
1609
Triad Wealth Partners
Kansas
$202K +$186K +965 New
KCM
1610
KRS Capital Management
Michigan
$201K +$186K +964 New
FB
1611
First Bancorp
Maine
$201K +$186K +963 New
USWIA
1612
UP Strategic Wealth Investment Advisors
Pennsylvania
$201K +$160K +828 New
JSL
1613
JT Stratford LLC
Georgia
$200K +$185K +959 New
CFP
1614
Comprehensive Financial Planning
Pennsylvania
$196K +$76.2K +395 +72%
OCM
1615
Osterweis Capital Management
California
$191K -$70.3K -364 -28%
GEA
1616
Glen Eagle Advisors
New Jersey
$189K – – –
MB
1617
MidFirst Bank
Oklahoma
$188K +$174K +901 New
RF
1618
Robinswood Financial
Washington
$188K -$174K -900 -50%
RFG
1619
REAP Financial Group
Texas
$182K +$19.5K +101 +13%
Allianz
1620
Allianz
Germany
$177K – – –
AEPWM
1621
Atlantic Edge Private Wealth Management
Florida
$176K -$965 -5 -0.6%
BBPWM
1622
Blue Bell Private Wealth Management
Pennsylvania
$174K – – –
TWD
1623
True Wealth Design
Ohio
$171K -$8.88K -46 -5%
AG
1624
AmeriFlex Group
Nevada
$165K -$151K -782 -50%
HCM
1625
Hollencrest Capital Management
California
$165K – – –