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Pinnacle Financial Partners Inc
PNFP

Name Holding Trade Value Shares
Change 		Change in
Stake
WAU
626
Wellington-Altus USA
Manitoba, Canada
$18.5K – – –
PTC
627
Private Trust Company
Ohio
$18K +$17.1K +178 New
PWMG
628
Private Wealth Management Group
New Jersey
$17.4K – – –
JWM
629
JPL Wealth Management
Colorado
$16.7K +$192 +2 +1%
SL
630
Salomon & Ludwin
Virginia
$16.5K – – –
MPWT
631
MassMutual Private Wealth & Trust
Connecticut
$16.3K -$1.63K -17 -9%
CFO
632
CVA Family Office
Colorado
$16.2K +$11.3K +118 +274%
EWP
633
Elevation Wealth Partners
California
$15.6K +$11.3K +118 +319%
FFO
634
Fortitude Family Office
Arizona
$14.7K +$1.63K +17 +13%
AFC
635
Ares Financial Consulting
California
$14.5K – – –
RF
636
Rossby Financial
Florida
$14.2K – – –
APFP
637
Action Point Financial Planning
Michigan
$13.5K +$13.2K +138 New
RCM
638
Richardson Capital Management
Wisconsin
$13.1K – – –
FMII
639
Farmers & Merchants Investments Inc
Nebraska
$12.6K -$384 -4 -3%
KG
640
Kilter Group
New York
$11.8K +$672 +7 +6%
IFWM
641
Institute for Wealth Management
Colorado
$11.7K +$11.1K +116 New
SWM
642
SHP Wealth Management
Massachusetts
$11.4K +$1.06K +11 +11%
JWA
643
JFS Wealth Advisors
Pennsylvania
$10.9K +$288 +3 +3%
AAG
644
Accordant Advisory Group
Maryland
$10.5K +$9.98K +104 New
CTA
645
Colonial Trust Advisors
South Carolina
$10.2K – – –
ZBNA
646
Zions Bancorporation, National Association
Utah
$9.28K +$8.83K +92 New
SGFG
647
Silver Grove Financial Group
New York
$9.18K +$8.73K +91 New
CFD
648
Creative Financial Designs
Indiana
$8.47K – – –
AW
649
Avion Wealth
Texas
$8K +$1.92K +20 +32%
NSIM
650
North Star Investment Management
Illinois
$7.57K – – –
24 25
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