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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1976
Mosley Wealth Management
California
$5.54K +$1.79K +8 +53%
RS
1977
Rakuten Securities
Japan
$5.42K +$1.57K +7 +47%
AFC
1978
Ares Financial Consulting
California
$5.2K – – –
BDPWM
1979
Barnes Dennig Private Wealth Management
Ohio
$5.17K -$11.4K -51 -71%
ANBT
1980
American National Bank & Trust
Texas
$5.17K +$4.7K +21 New
HIA
1981
HFM Investment Advisors
New Jersey
$4.92K +$2.46K +11 +122%
CFM
1982
Cornerstone Financial Management
Massachusetts
$4.92K +$896 +4 +25%
BC
1983
Burnham & Co
Michigan
$4.92K +$4.48K +20 New
QWM
1984
Quaker Wealth Management
New Jersey
$4.68K -$33.8K -151 -89%
ACA
1985
American Capital Advisory
Idaho
$4.68K +$448 +2 +12%
1CP
1986
1015 Capital Partners
Pennsylvania
$4.68K – – –
KCM
1987
Key Capital Management
Tennessee
$4.68K – – –
PF
1988
PlanVest Financial
Maryland
$4.68K – – –
PWA
1989
Provenance Wealth Advisors
Florida
$4.68K +$4.25K +19 New
SFS
1990
Sunrise Financial Services
Washington
$4.43K -$3.81K -17 -49%
TCA
1991
Trifecta Capital Advisors
Illinois
$4.43K +$4.03K +18 New
WA
1992
Whipplewood Advisors
Colorado
$4.19K -$8.29K -37 -69%
TFGT
1993
TS Financial Group (TSFG)
Illinois
$4K – – –
ECA
1994
Elevated Capital Advisors
Utah
$3.94K – – –
WA
1995
WestEnd Advisors
North Carolina
$3.69K +$448 +2 +15%
BCV
1996
Banque Cantonale Vaudoise
Switzerland
$3.5K -$350K -1,561 -10%
TAP
1997
Tounjian Advisory Partners
Florida
$3.48K +$3.13K +14 New
GFL
1998
Granite FO LLC
New Hampshire
$3.45K – – –
MIM
1999
MTM Investment Management
South Carolina
$3.45K – – –
CFG
2000
CKW Financial Group
Hawaii
$3K +$2.69K +12 New
78 79
80
81 82