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Pinnacle Financial Partners Inc
PNFP

Name Holding Trade Value Shares
Change 		Change in
Stake
KG
601
Kilter Group
New York
$9.48K +$9.03K +97 +746%
JWA
602
JFS Wealth Advisors
Pennsylvania
$9.04K +$2.42K +26 +33%
SWM
603
SHP Wealth Management
Massachusetts
$8.83K – – –
CTA
604
Colonial Trust Advisors
South Carolina
$8.66K +$9.4K +101 New
CFD
605
Creative Financial Designs
Indiana
$7.24K +$186 +2 +2%
TPWA
606
Twin Peaks Wealth Advisors
California
$6.46K +$6.98K +75 New
NSIM
607
North Star Investment Management
Illinois
$6.46K -$558 -6 -7%
BFS
608
Bare Financial Services
Pennsylvania
$5.86K +$6.33K +68 New
BWL
609
Bogart Wealth LLC
Virginia
$5.68K +$5.58K +60 +1,000%
BLC
610
Brown, Lisle/Cummings
Rhode Island
$5.6K +$6.05K +65 New
CMA
611
Cedar Mountain Advisors
Oregon
$5.51K +$5.96K +64 New
AW
612
Avion Wealth
Texas
$5K +$5.77K +62 New
PWPS
613
Pinnacle Wealth Planning Services
Ohio
$5K +$5.12K +55 +1,833%
TM
614
Torren Management
California
$4.67K -$14K -150 -74%
S
615
Sachetta
Massachusetts
$4.57K +$4.93K +53 New
ADL
616
Asset Dedication LLC
California
$4.22K +$4.56K +49 New
TFA
617
Transamerica Financial Advisors
Florida
$3.88K +$4.19K +45 New
WTC
618
WhitTier Trust Company
Nevada
$3.79K +$4K +43 New
CFO
619
CVA Family Office
Colorado
$3.7K +$2.14K +23 +115%
DAM
620
Delta Asset Management
Tennessee
$3.62K +$3.91K +42 New
EWP
621
Elevation Wealth Partners
California
$3.19K +$3.44K +37 New
HI
622
Harbour Investments
Wisconsin
$3.19K +$3.44K +37 New
DF
623
Dunhill Financial
United Kingdom
$3.18K +$3.35K +36 New
CT
624
Colonial Trust
South Carolina
$3.02K +$3.26K +35 New
RBC
625
Roble Belko & Company
Pennsylvania
$3K +$3.63K +39 New
23 24
25
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