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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
1926
KEB Asset Management
Illinois
$17.5K +$15.9K +71 New
HPWM
1927
High Point Wealth Management
New Jersey
$17.2K – – –
FMTCOCP
1928
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K – – –
MSWA
1929
Marshall & Sterling Wealth Advisors
New York
$16.3K – – –
SGK
1930
Steigerwald Gordon & Koch
Virginia
$16.3K – – –
FDCP
1931
Foster Dykema Cabot & Partners
Massachusetts
$15.5K +$14.1K +63 New
BCPWM
1932
Bradley & Co Private Wealth Management
Florida
$14.8K – – –
CMA
1933
Cedar Mountain Advisors
Oregon
$14.8K – – –
MAM
1934
Morse Asset Management
Connecticut
$14.8K – – –
WA
1935
WPG Advisers
Maryland
$14.8K +$11.6K +52 +650%
AAG
1936
Armstrong Advisory Group
Massachusetts
$14.5K -$5.6K -25 -30%
CTC
1937
Cetera Trust Company
Minnesota
$14.5K – – –
TCM
1938
TD Capital Management
Tennessee
$14.5K +$224 +1 +2%
ITIM
1939
Indiana Trust & Investment Management
Indiana
$14.3K – – –
EWM
1940
Evolution Wealth Management
Florida
$14.3K +$12.1K +54 +1,350%
BHWM
1941
Bay Harbor Wealth Management
Maryland
$14K +$3.13K +14 +33%
UIA
1942
Ulland Investment Advisors
Minnesota
$14K – – –
CFFP
1943
Center for Financial Planning
Michigan
$13.5K – – –
NFSG
1944
Newbridge Financial Services Group
Florida
$13.5K – – –
CCMI
1945
Creative Capital Management Investments
California
$13.5K +$1.12K +5 +10%
GTAM
1946
Global Trust Asset Management
Florida
$12.6K +$3.81K +17 +50%
DF
1947
Downshift Financial
Colorado
$12.6K +$11.4K +51 New
NAMP
1948
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$12.6K +$11.2K +50 New
LWM
1949
Lodestone Wealth Management
Washington
$12.3K – – –
RCM
1950
Richardson Capital Management
Wisconsin
$12.3K – – –
76 77
78
79 80