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Pinnacle Financial Partners Inc
PNFP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
601
Fortitude Family Office
Arizona
$11.1K +$10.5K +113 +706%
CSPIA
602
Cary Street Partners Investment Advisory
Virginia
$9.56K -$279 -3 -3%
KG
603
Kilter Group
New York
$9.48K +$9.03K +97 +746%
JWA
604
JFS Wealth Advisors
Pennsylvania
$9.04K +$2.42K +26 +33%
SWM
605
SHP Wealth Management
Massachusetts
$8.83K – – –
CTA
606
Colonial Trust Advisors
South Carolina
$8.66K +$9.4K +101 New
CFD
607
Creative Financial Designs
Indiana
$7.24K +$186 +2 +2%
TPWA
608
Twin Peaks Wealth Advisors
California
$6.46K +$6.98K +75 New
NSIM
609
North Star Investment Management
Illinois
$6.46K -$558 -6 -7%
BFS
610
Bare Financial Services
Pennsylvania
$5.86K +$6.33K +68 New
BWL
611
Bogart Wealth LLC
Virginia
$5.68K +$5.58K +60 +1,000%
BLC
612
Brown, Lisle/Cummings
Rhode Island
$5.6K +$6.05K +65 New
CMA
613
Cedar Mountain Advisors
Oregon
$5.51K +$5.96K +64 New
AW
614
Avion Wealth
Texas
$5K +$5.77K +62 New
PWPS
615
Pinnacle Wealth Planning Services
Ohio
$5K +$5.12K +55 +1,833%
TM
616
Torren Management
California
$4.67K -$14K -150 -74%
S
617
Sachetta
Massachusetts
$4.57K +$4.93K +53 New
ADL
618
Asset Dedication LLC
California
$4.22K +$4.56K +49 New
TFA
619
Transamerica Financial Advisors
Florida
$3.88K +$4.19K +45 New
WTC
620
WhitTier Trust Company
Nevada
$3.79K +$4K +43 New
CFO
621
CVA Family Office
Colorado
$3.7K +$2.14K +23 +115%
DAM
622
Delta Asset Management
Tennessee
$3.62K +$3.91K +42 New
EWP
623
Elevation Wealth Partners
California
$3.19K +$3.44K +37 New
HI
624
Harbour Investments
Wisconsin
$3.19K +$3.44K +37 New
DF
625
Dunhill Financial
United Kingdom
$3.18K +$3.35K +36 New
23 24
25
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