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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2001
GoalVest Advisory
New York
$2.96K +$2.69K +12 New
FIM
2002
FWL Investment Management
Texas
$2.71K +$2.46K +11 New
FAI
2003
Fiduciary Advisors Inc
Missouri
$2.46K +$2.24K +10 New
PUI
2004
Purpose Unlimited Inc
$2.46K -$1.57K -7 -41%
DF
2005
DecisionPoint Financial
Arizona
$2.27K +$896 +4 +80%
NWMP
2006
Noble Wealth Management PBC
Colorado
$2.22K +$2.02K +9 New
CWM
2007
Cranbrook Wealth Management
Michigan
$2.12K – – –
HHGA
2008
Halbert Hargrove Global Advisors
California
$2.1K +$2.02K +9 New
AIS
2009
Advocate Investing Services
Maryland
$1.97K – – –
PS
2010
PayPay Securities
Japan
$1.97K – – –
KPP
2011
Kings Path Partners
Texas
$1.97K +$1.79K +8 New
MAS
2012
MPWM Advisory Solutions
Georgia
$1.72K – – –
FNWA
2013
Financial Network Wealth Advisors
Utah
$1.72K +$448 +2 +40%
TM
2014
Torren Management
California
$1.3K – – –
SWAG
2015
Spectrum Wealth Advisory Group
California
$1.24K +$1.12K +5 New
TBFA
2016
Three Bearings Fiduciary Advisors
New Hampshire
$1.23K – – –
LF
2017
LifeSteps Financial
California
$1.23K +$1.12K +5 New
VWM
2018
Vermillion Wealth Management
Minnesota
$1.09K -$6.05K -27 -87%
NWM
2019
Navigoe Wealth Management
California
$1K +$1.57K +7 New
FIA
2020
FNY Investment Advisers
New York
$1K +$1.79K +8 New
SA
2021
Seneschal Advisors
Washington
$985 -$11.9K -53 -93%
1NWS
2022
1 North Wealth Services
Maryland
$985 – – –
TC
2023
Trust Company
Kansas
$985 – – –
WBWA
2024
William B. Walkup & Associates
South Carolina
$985 – – –
MAM
2025
Marquette Asset Management
Minnesota
$985 +$896 +4 New
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