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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1626
Grimes & Company
Massachusetts
$251K +$6.27K +28 +3%
GWM
1627
GSB Wealth Management
Connecticut
$250K -$448 -2 -0.2%
CSB
1628
City State Bank
Iowa
$250K – – –
AHB
1629
Abner Herrman & Brock
New Jersey
$249K – – –
DA
1630
Detalus Advisors
Missouri
$248K +$224 +1 +0.1%
JWWM
1631
Johnson & White Wealth Management
Pennsylvania
$247K +$4.93K +22 +2%
AWA
1632
Amplius Wealth Advisors
Pennsylvania
$247K +$225K +1,003 New
SAG
1633
SageView Advisory Group
California
$246K +$896 +4 +0.4%
BZWA
1634
Blue Zone Wealth Advisors
California
$246K – – –
CCMIC
1635
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$246K – – –
IFO
1636
Independent Family Office
New York
$246K – – –
SAA
1637
Southeast Asset Advisors
Georgia
$246K – – –
PCM
1638
PAR Capital Management
Massachusetts
$246K +$224K +1,000 New
AA
1639
Advisory Alpha
Michigan
$246K -$81.7K -365 -27%
GWMIA
1640
Global Wealth Management Investment Advisory
Florida
$245K – – –
IA
1641
Integrity Alliance
Iowa
$244K -$24.6K -110 -10%
PA
1642
Planning Alternatives
Michigan
$242K +$220K +984 New
ASG
1643
Ariston Services Group
California
$242K +$220K +983 New
AWMG
1644
Alliance Wealth Management Group
New Jersey
$241K – – –
TCM
1645
Towercrest Capital Management
Pennsylvania
$241K – – –
BDF
1646
Black Diamond Financial
Maryland
$240K +$219K +976 New
CAG
1647
Csenge Advisory Group
Florida
$240K +$218K +974 New
SWP
1648
Summit Wealth Partners
Florida
$240K +$218K +973 New
RFG
1649
REAP Financial Group
Texas
$239K -$224 -1 -0.1%
PWM
1650
Provident Wealth Management
Tennessee
$239K – – –
64 65
66
67 68