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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1651
Prasad Wealth Partners
Ohio
$239K -$10.7K -48 -5%
MW
1652
Members Wealth
Pennsylvania
$238K +$2.02K +9 +0.9%
KCM
1653
KRS Capital Management
Michigan
$237K -$896 -4 -0.4%
PPWM
1654
Paragon Private Wealth Management
Kentucky
$237K +$215K +961 New
BM
1655
Berman McAleer
Maryland
$236K +$215K +958 New
NA
1656
Navellier & Associates
Nevada
$236K +$215K +958 New
BHBT
1657
Burke & Herbert Bank & Trust
Virginia
$236K +$215K +958 New
OAS
1658
Optivise Advisory Services
Tennessee
$236K +$214K +957 New
OCWP
1659
Owl Creek Wealth Partners
Colorado
$236K +$34.5K +154 +19%
CLA
1660
Carnegie Lake Advisors
New Jersey
$235K +$214K +956 New
UFF
1661
USA Financial Formulas
Michigan
$235K +$19K +85 +10%
SWM
1662
Stronghold Wealth Management
Florida
$235K +$213K +953 New
SAMT
1663
Select Asset Management & Trust
Pennsylvania
$234K +$213K +950 New
PEWA
1664
Pacific Excel Wealth Advisors
California
$234K +$213K +950 New
HFO
1665
Heritage Family Offices
Arizona
$234K +$213K +950 New
MAM
1666
McLean Asset Management
Virginia
$234K +$209K +935 New
JSL
1667
JT Stratford LLC
Georgia
$232K +$211K +944 New
GB
1668
Goepper Burkhardt
South Carolina
$232K +$211K +943 New
AG
1669
AIA Group
Hong Kong
$232K -$350K -1,563 -62%
CFP
1670
Comprehensive Financial Planning
Pennsylvania
$232K – – –
HFP
1671
Holistic Financial Partners
Indiana
$231K -$88.7K -396 -30%
AIP
1672
Avail Investment Partners
Pennsylvania
$231K +$210K +940 New
DFG
1673
Dupree Financial Group
Kentucky
$231K +$210K +940 New
HWA
1674
Hillcrest Wealth Advisors
New Jersey
$231K +$210K +939 New
CA
1675
Cornerstone Advisory
Maryland
$231K +$210K +938 New
65 66
67
68 69