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Pinnacle Financial Partners Inc
PNFP

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
401
OneDigital Investment Advisors
Kansas
$524K +$44.9K +468 +10%
BPA
402
Beacon Pointe Advisors
California
$524K -$8.83K -92 -2%
PPW
403
Parcion Private Wealth
Washington
$523K -$72.2K -752 -13%
FTWA
404
Fifth Third Wealth Advisors
Ohio
$512K -$18.7K -195 -4%
BFA
405
Bragg Financial Advisors
North Carolina
$510K – – –
PP
406
Prudential plc
United Kingdom
$507K +$482K +5,026 New
PWMAG
407
Pinnacle Wealth Management Advisory Group
New Jersey
$505K -$60.7K -632 -11%
SCM
408
Shelton Capital Management
Colorado
$498K – – –
EGM
409
Engineers Gate Manager
New York
$490K +$466K +4,860 New
SL
410
Sentinus LLC
Illinois
$490K -$1.73K -18 -0.4%
GT
411
Glenmede Trust
Pennsylvania
$488K -$1.63K -17 -0.4%
MWM
412
Mission Wealth Management
California
$487K +$463K +4,827 New
CICI
413
Capital Investment Counsel Inc
North Carolina
$480K – – –
GT
414
Greenleaf Trust
Michigan
$475K +$452K +4,713 New
FWP
415
FAS Wealth Partners
Kansas
$471K +$27.4K +286 +7%
NS
416
NBC Securities
Alabama
$471K +$55.4K +577 +14%
SF
417
Summit Financial
New Jersey
$468K +$183K +1,905 +70%
GC
418
Guggenheim Capital
Illinois
$468K +$80.8K +842 +22%
PFS
419
Prospera Financial Services
Texas
$468K – – –
CAM
420
Cresset Asset Management
Illinois
$466K +$151K +1,569 +51%
P
421
PensionDanmark
Denmark
$466K – – –
RWP
422
Revolve Wealth Partners
New Jersey
$465K +$443K +4,611 New
BG
423
Bahl & Gaynor
Ohio
$455K – – –
JT
424
Jupiter Topco
New York
$454K +$432K +4,500 New
NDSIB
425
North Dakota State Investment Board
North Dakota
$447K +$425K +4,431 New
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17
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