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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
JGCM
1901
Joseph Group Capital Management
Ohio
$25.1K +$8.29K +37 +57%
OAJ
1902
Ogorek Anthony Joseph
New York
$25K – – –
MWA
1903
Medallion Wealth Advisors
Connecticut
$24.6K -$1.12K -5 -5%
FGA
1904
Fortis Group Advisors
New Jersey
$24.6K – – –
PK
1905
Pflug Koory
Nebraska
$24.6K – – –
SC
1906
Solstein Capital
California
$23.6K – – –
TCOT
1907
Trust Company of Toledo
Ohio
$23.1K – – –
PMFA
1908
Plante Moran Financial Advisors
Michigan
$22.9K -$62.9K -281 -75%
AIM
1909
Access Investment Management
Georgia
$22.7K – – –
ASA
1910
Axxion S.A.
Luxembourg
$22.7K +$20.6K +92 New
CTWM
1911
Cherry Tree Wealth Management
Minnesota
$22.4K – – –
LSA
1912
Leonteq Securities AG
Switzerland
$22.2K -$90K -402 -82%
EWP
1913
Elevation Wealth Partners
California
$22.2K +$20.2K +90 New
GF
1914
GGM Financials
Ohio
$22K – – –
RWS
1915
Retirement Wealth Solutions
Wisconsin
$21.1K – – –
CNBTD
1916
Citizens National Bank Trust Department
Mississippi
$20.4K – – –
KG
1917
Kilter Group
New York
$19.9K +$448 +2 +3%
RG
1918
RHL Group
Michigan
$19.7K – – –
VWA
1919
Valued Wealth Advisors
Utah
$19.5K +$1.57K +7 +10%
MAM
1920
Meeder Asset Management
Ohio
$19.5K +$2.91K +13 +20%
MIM
1921
Marshall Investment Management
Colorado
$19.5K +$17.7K +79 New
RWM
1922
Raffa Wealth Management
District of Columbia
$19K -$3.13K -14 -15%
PSB
1923
Piscataqua Savings Bank
New Hampshire
$18.5K – – –
BFPW
1924
BOK Financial Private Wealth
Colorado
$17.7K +$16.1K +72 New
MIFH
1925
Migdal Insurance & Financial Holdings
Israel
$17.5K +$15.9K +71 New
75 76
77
78 79