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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1726
LM Advisors
California
$212K +$193K +862 New
USWIA
1727
UP Strategic Wealth Investment Advisors
Pennsylvania
$211K +$185K +828 New
RMCM
1728
Reynders McVeigh Capital Management
Massachusetts
$211K -$31.8K -142 -14%
BBPWM
1729
Blue Bell Private Wealth Management
Pennsylvania
$211K – – –
ACM
1730
Arcataur Capital Management
Wisconsin
$211K +$191K +855 New
TW
1731
Traveka Wealth
California
$210K +$191K +855 New
DWM
1732
Destination Wealth Management
California
$210K +$191K +854 New
SWA
1733
SFMG Wealth Advisors
Texas
$209K +$191K +851 New
AEPWM
1734
Atlantic Edge Private Wealth Management
Florida
$208K – – –
BGAI
1735
Bruce G. Allen Investments
Colorado
$208K -$7.84K -35 -4%
SAM
1736
Sagewood Asset Management
New York
$207K +$189K +842 New
GCL
1737
Gouws Capital LLC
North Carolina
$207K +$188K +840 New
LSPW
1738
Lake Street Private Wealth
Illinois
$207K +$188K +839 New
TP
1739
Tranquility Partners
Tennessee
$207K +$188K +839 New
ICP
1740
Impact Capital Partners
Colorado
$206K +$188K +838 New
RWS
1741
Resolute Wealth Strategies
Mississippi
$206K +$188K +838 New
EAN
1742
Excelsior Advisor Network
Colorado
$204K +$186K +829 New
EMAM
1743
Encompass More Asset Management
California
$203K +$185K +825 New
RIS
1744
Retirement Income Solutions
Michigan
$203K – – –
EC
1745
EdgeRock Capital
Colorado
$203K +$185K +824 New
TFA
1746
Tobias Financial Advisors
Florida
$203K +$185K +824 New
PE
1747
PCM Encore
Colorado
$203K +$185K +824 New
SHFP
1748
Second Half Financial Partners
Florida
$202K +$184K +822 New
SIM
1749
Stratos Investment Management
Ohio
$202K +$184K +821 New
TCM
1750
Teza Capital Management
Illinois
$202K +$184K +821 New
68 69
70
71 72