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PNC Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
CW
1651
Curio Wealth
Maryland
$42.2K -$11.7K -59 -22%
BC
1652
Bayforest Capital
United Kingdom
$42K +$29.1K +147 +237%
PAM
1653
Palisade Asset Management
Minnesota
$41.6K +$40.9K +207 New
Bank Julius Baer & Co
1654
Bank Julius Baer & Co
Switzerland
$40.2K +$39.6K +200 New
FS
1655
Financially Speaking
Colorado
$40.2K
FLP
1656
Financial Life Planners
Arizona
$39.1K +$38.6K +195 New
HNW
1657
High Note Wealth
Minnesota
$38.8K +$396 +2 +1%
JGIA
1658
Jackson Grant Investment Advisers
Connecticut
$38.2K
CA
1659
Centerpoint Advisors
Massachusetts
$38K +$6.13K +31 +20%
JWM
1660
JPL Wealth Management
Colorado
$37.2K +$36.6K +185 New
RWM
1661
Rialto Wealth Management
New York
$36.8K +$593 +3 +2%
AWM
1662
Abound Wealth Management
Tennessee
$35.2K -$5.34K -27 -13%
WFA
1663
West Financial Advisors
Iowa
$35K
TFM
1664
TFC Financial Management
Massachusetts
$34.9K +$791 +4 +2%
WA
1665
Westfuller Advisors
New York
$34.3K +$33.8K +171 New
PWMG
1666
Private Wealth Management Group
New Jersey
$34.2K -$6.53K -33 -16%
CM
1667
Capula Management
Cayman Islands
$33.8K -$37.2K -188 -53%
AIM
1668
Anchor Investment Management
South Carolina
$33K
CIAS
1669
CBIZ Investment Advisory Services
Ohio
$32.8K -$396 -2 -1%
HWP
1670
Highline Wealth Partners
California
$32.3K +$9.1K +46 +40%
SN
1671
Sittner & Nelson
Oregon
$30.1K -$1.19K -6 -4%
IWM
1672
IMG Wealth Management
Florida
$28.9K
FP
1673
Financial Perspectives
Minnesota
$28.5K
OAJ
1674
Ogorek Anthony Joseph
New York
$28K -$3.96K -20 -12%
EWM
1675
Evermay Wealth Management
Virginia
$27.7K