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Pinnacle Financial Partners Inc
PNFP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
626
Elevation Wealth Partners
California
$15.6K +$11.3K +118 +319%
FFO
627
Fortitude Family Office
Arizona
$14.7K +$1.63K +17 +13%
AFC
628
Ares Financial Consulting
California
$14.5K – – –
RF
629
Rossby Financial
Florida
$14.2K – – –
APFP
630
Action Point Financial Planning
Michigan
$13.5K +$13.2K +138 New
RCM
631
Richardson Capital Management
Wisconsin
$13.1K – – –
FMII
632
Farmers & Merchants Investments Inc
Nebraska
$12.6K -$384 -4 -3%
KG
633
Kilter Group
New York
$11.8K +$672 +7 +6%
IFWM
634
Institute for Wealth Management
Colorado
$11.7K +$11.1K +116 New
SWM
635
SHP Wealth Management
Massachusetts
$11.4K +$1.06K +11 +11%
JWA
636
JFS Wealth Advisors
Pennsylvania
$10.9K +$288 +3 +3%
AAG
637
Accordant Advisory Group
Maryland
$10.5K +$9.98K +104 New
CTA
638
Colonial Trust Advisors
South Carolina
$10.2K – – –
ZBNA
639
Zions Bancorporation, National Association
Utah
$9.28K +$8.83K +92 New
SGFG
640
Silver Grove Financial Group
New York
$9.18K +$8.73K +91 New
CFD
641
Creative Financial Designs
Indiana
$8.47K – – –
AW
642
Avion Wealth
Texas
$8K +$1.92K +20 +32%
NSIM
643
North Star Investment Management
Illinois
$7.57K – – –
KFAS
644
Keating Financial Advisory Services
Kansas
$7.36K +$3.94K +41 +128%
BWL
645
Bogart Wealth LLC
Virginia
$7.16K +$480 +5 +8%
BFPW
646
BOK Financial Private Wealth
Colorado
$6.96K +$6.62K +69 New
CMA
647
Cedar Mountain Advisors
Oregon
$6.46K – – –
S
648
Sachetta
Massachusetts
$6.36K +$960 +10 +19%
CSPIA
649
Cary Street Partners Investment Advisory
Virginia
$5.95K -$4.99K -52 -47%
PWPS
650
Pinnacle Wealth Planning Services
Ohio
$5.85K – – –
24 25
26
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