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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
1951
Security National Bank
Nebraska
$7.14K – – –
NEWAS
1952
N.E.W. Advisory Services
Wisconsin
$6.89K +$896 +4 +17%
DFA
1953
DHJJ Financial Advisors
Illinois
$6.65K – – –
UFPG
1954
United Financial Planning Group
New York
$6.65K – – –
GG
1955
Gleason Group
Kentucky
$6.65K +$6.05K +27 New
MCA
1956
McGuire Capital Advisors
Oklahoma
$6.4K -$9.4K -42 -62%
OPTFSNA
1957
Old Point Trust & Financial Services N A
Virginia
$6.16K – – –
KFA
1958
Kelleher Financial Advisors
New York
$6.16K +$5.6K +25 New
PWM
1959
Proathlete Wealth Management
Florida
$5.91K – – –
MWM
1960
Mosley Wealth Management
California
$5.54K +$1.79K +8 +53%
RS
1961
Rakuten Securities
Japan
$5.42K +$1.57K +7 +47%
AFC
1962
Ares Financial Consulting
California
$5.2K – – –
BDPWM
1963
Barnes Dennig Private Wealth Management
Ohio
$5.17K -$11.4K -51 -71%
ANBT
1964
American National Bank & Trust
Texas
$5.17K +$4.7K +21 New
HIA
1965
HFM Investment Advisors
New Jersey
$4.92K +$2.46K +11 +122%
CFM
1966
Cornerstone Financial Management
Massachusetts
$4.92K +$896 +4 +25%
BC
1967
Burnham & Co
Michigan
$4.92K +$4.48K +20 New
QWM
1968
Quaker Wealth Management
New Jersey
$4.68K -$33.8K -151 -89%
ACA
1969
American Capital Advisory
Idaho
$4.68K +$448 +2 +12%
1CP
1970
1015 Capital Partners
Pennsylvania
$4.68K – – –
KCM
1971
Key Capital Management
Tennessee
$4.68K – – –
PF
1972
PlanVest Financial
Maryland
$4.68K – – –
PWA
1973
Provenance Wealth Advisors
Florida
$4.68K +$4.25K +19 New
SFS
1974
Sunrise Financial Services
Washington
$4.43K -$3.81K -17 -49%
TCA
1975
Trifecta Capital Advisors
Illinois
$4.43K +$4.03K +18 New
77 78
79
80 81