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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
IRP
1626
Investment Research Partners
Pennsylvania
$254K +$231K +1,032 New
HFS
1627
Hoge Financial Services
Pennsylvania
$254K +$1.79K +8 +0.8%
FMTC
1628
Farmers & Merchants Trust Company
California
$254K +$4.48K +20 +2%
AAS
1629
Annex Advisory Services
Wisconsin
$253K -$672 -3 -0.3%
PL
1630
Plancorp LLC
Missouri
$253K -$13.7K -61 -6%
CJ
1631
Caitlin John
Michigan
$253K +$1.79K +8 +0.8%
SA
1632
Skyline Advisors
Washington
$253K – – –
RDWM
1633
Red Door Wealth Management
Tennessee
$251K +$2.69K +12 +1%
GC
1634
Grimes & Company
Massachusetts
$251K +$6.27K +28 +3%
GWM
1635
GSB Wealth Management
Connecticut
$250K -$448 -2 -0.2%
CSB
1636
City State Bank
Iowa
$250K – – –
AHB
1637
Abner Herrman & Brock
New Jersey
$249K – – –
DA
1638
Detalus Advisors
Missouri
$248K +$224 +1 +0.1%
JWWM
1639
Johnson & White Wealth Management
Pennsylvania
$247K +$4.93K +22 +2%
AWA
1640
Amplius Wealth Advisors
Pennsylvania
$247K +$225K +1,003 New
SAG
1641
SageView Advisory Group
California
$246K +$896 +4 +0.4%
BZWA
1642
Blue Zone Wealth Advisors
California
$246K – – –
CCMIC
1643
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$246K – – –
IFO
1644
Independent Family Office
New York
$246K – – –
SAA
1645
Southeast Asset Advisors
Georgia
$246K – – –
PCM
1646
PAR Capital Management
Massachusetts
$246K +$224K +1,000 New
AA
1647
Advisory Alpha
Michigan
$246K -$81.7K -365 -27%
GWMIA
1648
Global Wealth Management Investment Advisory
Florida
$245K – – –
IA
1649
Integrity Alliance
Iowa
$244K -$24.6K -110 -10%
PA
1650
Planning Alternatives
Michigan
$242K +$220K +984 New
64 65
66
67 68