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PNC Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1726
Plante Moran Financial Advisors
Michigan
$77.9K -$653 -3 -0.8%
TFA
1727
Toth Financial Advisory
Virginia
$76.2K – – –
DPW
1728
DiNuzzo Private Wealth
Pennsylvania
$75.7K -$21.6K -99 -21%
MCM
1729
MV Capital Management
Maryland
$75.7K +$1.09K +5 +1%
BWM
1730
Bullock Wealth Management
Indiana
$75.4K -$2.18K -10 -3%
CT
1731
Clearstead Trust
Maine
$74.1K – – –
Spire Wealth Management
1732
Spire Wealth Management
Virginia
$72.7K -$6.75K -31 -8%
TPWA
1733
Twin Peaks Wealth Advisors
California
$72.4K +$75.8K +348 New
AWA
1734
Acumen Wealth Advisors
Tennessee
$70.8K -$4.35K -20 -6%
HWA
1735
HHM Wealth Advisors
Tennessee
$70.5K +$20K +92 +37%
VWA
1736
VSM Wealth Advisory
Maryland
$69.7K – – –
QL
1737
Quarry LP
New York
$65.8K +$68.8K +316 New
CFD
1738
Creative Financial Designs
Indiana
$65.3K -$2.4K -11 -3%
FG
1739
Fairman Group
Pennsylvania
$64.1K – – –
CIAS
1740
CBIZ Investment Advisory Services
Ohio
$62K -$37.4K -172 -37%
ATC
1741
Adirondack Trust Company
New York
$60.6K -$7.18K -33 -10%
IAAG
1742
Innovative Asset Advisors Group
Connecticut
$58.3K +$61K +280 New
Banque Transatlantique
1743
Banque Transatlantique
France
$58.3K +$61K +280 New
MHR
1744
Matthew Hamilton Rosenberg
$57.8K – – –
PWA
1745
Physician Wealth Advisors
Utah
$57K +$435 +2 +0.7%
CW
1746
Curio Wealth
Maryland
$56.4K +$435 +2 +0.7%
AIM
1747
Axiom Investment Management
New York
$55.4K +$57.9K +266 New
SSG
1748
Summit Securities Group
New York
$55.4K -$69K -317 -54%
MSWM
1749
Mowery & Schoenfeld Wealth Management
Illinois
$55.2K -$5.88K -27 -9%
Y.D. More Investments
1750
Y.D. More Investments
Israel
$53.7K -$5.44K -25 -9%