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PNC Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1776
Centerpoint Advisors
Massachusetts
$39K +$218 +1 +0.5%
MFP
1777
Meramec Financial Planners
Missouri
$38.8K – – –
HWP
1778
Highline Wealth Partners
California
$38.2K +$5.01K +23 +14%
C
1779
Covestor
United Kingdom
$38K -$41.8K -192 -51%
WFA
1780
West Financial Advisors
Iowa
$36.2K – – –
JWM
1781
JPL Wealth Management
Colorado
$36K +$37.7K +173 New
AIM
1782
Anchor Investment Management
South Carolina
$35.8K +$1.74K +8 +5%
PWMG
1783
Private Wealth Management Group
New Jersey
$35.4K – – –
QWM
1784
Quaker Wealth Management
New Jersey
$35.4K +$32.9K +151 +795%
TFM
1785
TFC Financial Management
Massachusetts
$35.4K – – –
BFS
1786
Beacon Financial Strategies
North Carolina
$34.8K – – –
FFO
1787
Fortitude Family Office
Arizona
$34.5K +$11.5K +53 +47%
NB
1788
NBT Bank
New York
$32.7K +$16.8K +77 +96%
PP
1789
Paladin Partners
Wisconsin
$31.8K – – –
BC
1790
Bayforest Capital
United Kingdom
$31.6K -$116K -533 -78%
SN
1791
Sittner & Nelson
Oregon
$31.2K – – –
FLP
1792
Financial Life Planners
Arizona
$30.6K +$32K +147 New
WAG
1793
Wilkerson Advisory Group
Missouri
$30.6K +$15.5K +71 +93%
FP
1794
Financial Perspectives
Minnesota
$29.5K – – –
TGY2IT
1795
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$28.9K +$30.3K +139 New
EWM
1796
Evermay Wealth Management
Virginia
$28.7K – – –
DWM
1797
Dogwood Wealth Management
Kansas
$28.7K +$13.3K +61 +79%
WAS
1798
Winch Advisory Services
Wisconsin
$28.7K +$218 +1 +0.7%
KAS
1799
Kemnay Advisory Services
New York
$28.5K -$3.92K -18 -12%
Montag & Associates
1800
Montag & Associates
Georgia
$28.1K – – –