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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1776
Evermay Wealth Management
Virginia
$125K +$82.4K +368 +267%
BW
1777
Basepoint Wealth
Iowa
$124K +$7.61K +34 +7%
EI
1778
EFG International
$124K -$34.9K -156 -24%
SAM
1779
S.A. Mason
Michigan
$122K +$111K +494 New
HCM
1780
Hollencrest Capital Management
California
$120K -$67.2K -300 -38%
B
1781
Bayban
Minnesota
$119K – – –
API
1782
Asset Planning Inc
California
$118K – – –
Q1WB
1783
Quest 10 Wealth Builders
Virginia
$117K -$224 -1 -0.2%
MFS
1784
Montgomery Financial Services
Maryland
$114K +$104K +465 New
SWA
1785
SOA Wealth Advisors
New York
$114K – – –
OCM
1786
Osterweis Capital Management
California
$111K -$104K -465 -51%
SCM
1787
Silvant Capital Management
Georgia
$110K – – –
SWM
1788
SHP Wealth Management
Massachusetts
$109K -$1.79K -8 -2%
SFAM
1789
Sawyer Falduto Asset Management
Illinois
$108K – – –
RTC
1790
Riverview Trust Company
Washington
$107K – – –
NA
1791
Networth Advisors
Pennsylvania
$106K +$87.3K +390 +975%
RDFA
1792
Ritter Daniher Financial Advisory
Ohio
$105K – – –
BW
1793
Bravera Wealth
North Dakota
$101K – – –
GJIA
1794
Glass Jacobson Investment Advisors
Maryland
$99K – – –
CFM
1795
Compass Financial Management
Florida
$98.8K +$89.1K +398 New
CYG
1796
Clean Yield Group
Vermont
$97.7K – – –
HWA
1797
HHM Wealth Advisors
Tennessee
$95.5K +$11K +49 +14%
APFP
1798
Action Point Financial Planning
Michigan
$94.5K +$87.1K +389 New
PWMG
1799
Prestige Wealth Management Group
New Jersey
$93.6K -$448 -2 -0.5%
BWM
1800
Bullock Wealth Management
Indiana
$91.4K +$81.3K +363 New
70 71
72
73 74