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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
USWIA
2001
UP Strategic Wealth Investment Advisors
Pennsylvania
– -$201K -828 Closed
RAM
2002
Reflection Asset Management
South Carolina
– -$115K -553 Closed
TH
2003
TCTC Holdings
Texas
– -$74.3K -356 Closed
LWANC
2004
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$70.6K -338 Closed
GAMC
2005
Garner Asset Management Corp
Texas
– -$49.9K -239 Closed
FS
2006
Financially Speaking
Colorado
– -$41.7K -200 Closed
CIA
2007
Cape Investment Advisory
Georgia
– -$32K -172 Closed
MA
2008
Modus Advisors
Minnesota
– -$29K -139 Closed
GWM
2009
Greenline Wealth Management
Florida
– -$18.6K -89 Closed
HHMI
2010
Howard Hughes Medical Institute
Maryland
– -$17.7K -85 Closed
MIFH
2011
Migdal Insurance & Financial Holdings
Israel
– -$18K -84 Closed
IUHSA
2012
Itau Unibanco Holding S.A.
Brazil
– -$13.4K -64 Closed
EPG
2013
Estate Planners Group
Pennsylvania
– -$13.1K -63 Closed
KBFS
2014
Kohmann Bosshard Financial Services
Ohio
– -$12.1K -58 Closed
EAM
2015
Exane Asset Management
France
– -$14K -57 Closed
LIA
2016
Luken Investment Analytics
Tennessee
– -$10.6K -51 Closed
KFP
2017
Kerr Financial Planning
California
– -$11.3K -47 Closed
IIM
2018
IFC & Insurance Marketing
California
– -$9K -44 Closed
WWA
2019
Wealth Watch Advisors
Colorado
– -$7.51K -36 Closed
UBP
2020
Union Bancaire Privee
Switzerland
– -$7.39K -35 Closed
ANBT
2021
American National Bank & Trust
Texas
– -$6.26K -30 Closed
BGA
2022
Battery Global Advisors
Massachusetts
– -$4.17K -20 Closed
RFA
2023
Reyes Financial Architecture
California
– -$4.17K -20 Closed
LB
2024
Legacy Bridge
Iowa
– -$3.76K -18 Closed
LIA
2025
Limestone Investment Advisors
New York
– -$2.09K -10 Closed
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