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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1951
Osbon Capital Management
Massachusetts
$12.1K – – –
BGC
1952
Beutel, Goodman & Co
Ontario, Canada
$12K – – –
PWA
1953
Principia Wealth Advisory
Texas
$11.3K +$4.03K +18 +64%
HNB
1954
Hilltop National Bank
Wyoming
$11.1K – – –
AT
1955
Arlington Trust
Alabama
$10.6K – – –
LFA
1956
LGT Financial Advisors
Texas
$9.88K – – –
SRCM
1957
Signature Resources Capital Management
California
$9.85K – – –
CCM
1958
Chilton Capital Management
Texas
$9.36K – – –
T
1959
Tidemark
California
$9.11K – – –
IWM
1960
IMG Wealth Management
Florida
$9.11K +$224 +1 +3%
CWP
1961
Clark Wealth Partners
Illinois
$8.86K +$4.48K +20 +125%
IW
1962
Imprint Wealth
South Carolina
$8.37K – – –
IAS
1963
IMA Advisory Services
Colorado
$7.88K +$2.91K +13 +68%
SIS
1964
Strategic Investment Solutions
Illinois
$7.63K +$6.49K +29 +1,450%
BH
1965
Burk Holdings
Oklahoma
$7.39K – – –
BA
1966
Bard Associates
Illinois
$7.39K +$6.72K +30 New
SNB
1967
Security National Bank
Nebraska
$7.14K – – –
NEWAS
1968
N.E.W. Advisory Services
Wisconsin
$6.89K +$896 +4 +17%
DFA
1969
DHJJ Financial Advisors
Illinois
$6.65K – – –
UFPG
1970
United Financial Planning Group
New York
$6.65K – – –
GG
1971
Gleason Group
Kentucky
$6.65K +$6.05K +27 New
MCA
1972
McGuire Capital Advisors
Oklahoma
$6.4K -$9.4K -42 -62%
OPTFSNA
1973
Old Point Trust & Financial Services N A
Virginia
$6.16K – – –
KFA
1974
Kelleher Financial Advisors
New York
$6.16K +$5.6K +25 New
PWM
1975
Proathlete Wealth Management
Florida
$5.91K – – –
77 78
79
80 81