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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
ASG
1651
Ariston Services Group
California
$242K +$220K +983 New
AWMG
1652
Alliance Wealth Management Group
New Jersey
$241K – – –
TCM
1653
Towercrest Capital Management
Pennsylvania
$241K – – –
BDF
1654
Black Diamond Financial
Maryland
$240K +$219K +976 New
CAG
1655
Csenge Advisory Group
Florida
$240K +$218K +974 New
SWP
1656
Summit Wealth Partners
Florida
$240K +$218K +973 New
RFG
1657
REAP Financial Group
Texas
$239K -$224 -1 -0.1%
PWM
1658
Provident Wealth Management
Tennessee
$239K – – –
PWP
1659
Prasad Wealth Partners
Ohio
$239K -$10.7K -48 -5%
MW
1660
Members Wealth
Pennsylvania
$238K +$2.02K +9 +0.9%
KCM
1661
KRS Capital Management
Michigan
$237K -$896 -4 -0.4%
PPWM
1662
Paragon Private Wealth Management
Kentucky
$237K +$215K +961 New
BM
1663
Berman McAleer
Maryland
$236K +$215K +958 New
NA
1664
Navellier & Associates
Nevada
$236K +$215K +958 New
BHBT
1665
Burke & Herbert Bank & Trust
Virginia
$236K +$215K +958 New
OAS
1666
Optivise Advisory Services
Tennessee
$236K +$214K +957 New
OCWP
1667
Owl Creek Wealth Partners
Colorado
$236K +$34.5K +154 +19%
CLA
1668
Carnegie Lake Advisors
New Jersey
$235K +$214K +956 New
UFF
1669
USA Financial Formulas
Michigan
$235K +$19K +85 +10%
SWM
1670
Stronghold Wealth Management
Florida
$235K +$213K +953 New
SAMT
1671
Select Asset Management & Trust
Pennsylvania
$234K +$213K +950 New
PEWA
1672
Pacific Excel Wealth Advisors
California
$234K +$213K +950 New
HFO
1673
Heritage Family Offices
Arizona
$234K +$213K +950 New
MAM
1674
McLean Asset Management
Virginia
$234K +$209K +935 New
JSL
1675
JT Stratford LLC
Georgia
$232K +$211K +944 New
65 66
67
68 69