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PNC Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
HP
1976
Havemeyer Place
Connecticut
– -$431K -2,066 Closed
WAG
1977
Windsor Advisory Group
Ohio
– -$417K -2,000 Closed
LCGC
1978
Legacy Capital Group California
California
– -$398K -1,907 Closed
TL
1979
Tradewinds LLC
North Carolina
– -$374K -1,792 Closed
Meiji Yasuda Life Insurance
1980
Meiji Yasuda Life Insurance
Japan
– -$374K -1,790 Closed
CIAM
1981
Caitong International Asset Management
Hong Kong
– -$364K -1,745 Closed
PCM
1982
Prelude Capital Management
New York
– -$344K -1,647 Closed
OR
1983
Olympiad Research
Connecticut
– -$326K -1,563 Closed
PAS
1984
Parsonex Advisory Services
Colorado
– -$325K -1,557 Closed
CGF
1985
Constant Guidance Financial
Massachusetts
– -$309K -1,481 Closed
FFG
1986
Fortress Financial Group
Minnesota
– -$301K -1,442 Closed
WFI
1987
West Family Investments
California
– -$253K -1,211 Closed
XF
1988
XML Financial
Maryland
– -$239K -1,145 Closed
RA
1989
Range Advisory
Virginia
– -$223K -1,068 Closed
ACP
1990
Arcus Capital Partners
Georgia
– -$222K -1,062 Closed
LAS
1991
Lloyd Advisory Services
Georgia
– -$222K -1,062 Closed
TFA
1992
Tobias Financial Advisors
Florida
– -$221K -1,060 Closed
Sapient Capital
1993
Sapient Capital
Indiana
– -$222K -1,053 Closed
ML
1994
McAdam LLC
Pennsylvania
– -$215K -1,031 Closed
SL
1995
Summitry LLC
California
– -$215K -1,028 Closed
FPL
1996
Fortress Private Ledger
North Carolina
– -$213K -1,019 Closed
HWA
1997
Hillcrest Wealth Advisors
New Jersey
– -$212K -1,014 Closed
SWM
1998
Stronghold Wealth Management
Florida
– -$210K -1,008 Closed
PP
1999
Pacifica Partners
Canada
– -$211K -998 Closed
OAS
2000
Optivise Advisory Services
Tennessee
– -$208K -994 Closed