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PNC Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
1801
Ritter Daniher Financial Advisory
Ohio
$105K – – –
BW
1802
Bravera Wealth
North Dakota
$101K – – –
GJIA
1803
Glass Jacobson Investment Advisors
Maryland
$99K – – –
CFM
1804
Compass Financial Management
Florida
$98.8K +$89.1K +398 New
CYG
1805
Clean Yield Group
Vermont
$97.7K – – –
HWA
1806
HHM Wealth Advisors
Tennessee
$95.5K +$11K +49 +14%
APFP
1807
Action Point Financial Planning
Michigan
$94.5K +$87.1K +389 New
PWMG
1808
Prestige Wealth Management Group
New Jersey
$93.6K -$448 -2 -0.5%
BWM
1809
Bullock Wealth Management
Indiana
$91.4K +$672 +3 +0.8%
MCM
1810
MV Capital Management
Maryland
$91.1K +$1.34K +6 +2%
CA
1811
Continuum Advisory
Idaho
$90.4K +$82.2K +367 New
DPW
1812
DiNuzzo Private Wealth
Pennsylvania
$89.9K +$224 +1 +0.3%
RF
1813
Rossby Financial
Florida
$88.9K -$83.7K -374 -51%
CT
1814
Clearstead Trust
Maine
$87.7K – – –
CFD
1815
Creative Financial Designs
Indiana
$86.7K +$8.51K +38 +12%
SWM
1816
Spire Wealth Management
Virginia
$85.6K -$672 -3 -0.9%
VWA
1817
VSM Wealth Advisory
Maryland
$82.5K – – –
PS
1818
Planning Strategies
Pennsylvania
$82.5K +$75K +335 New
WAM
1819
Wolverine Asset Management
Illinois
$81.3K -$218K -975 -75%
TIAA Trust, National Association
1820
TIAA Trust, National Association
North Carolina
$80.5K -$637K -2,844 -90%
APW
1821
Allied Private Wealth
Florida
$79.9K +$72.6K +324 New
AWA
1822
Acumen Wealth Advisors
Tennessee
$79.4K -$3.81K -17 -5%
SIC
1823
SJS Investment Consulting
Ohio
$78.5K +$27.5K +123 +63%
WBC
1824
West Branch Capital
Massachusetts
$77.6K -$24.6K -110 -26%
PWA
1825
Physician Wealth Advisors
Utah
$76.6K +$8.29K +37 +14%