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Pinnacle West Capital

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
301
Advisory Services Network
Georgia
$400K +$62.3K +781 +19%
KFI
302
Key Financial Inc
Pennsylvania
$399K
AI
303
Atom Investors
Texas
$396K +$84.2K +1,056 +28%
TW
304
Transform Wealth
Colorado
$387K
PA
305
Profund Advisors
Maryland
$384K -$34.1K -427 -8%
SC
306
Savant Capital
Illinois
$380K -$14.5K -182 -4%
IFU
307
iSAM Funds (UK)
United Kingdom
$378K +$370K +4,643 New
BHPW
308
Beverly Hills Private Wealth
California
$375K +$381K +4,772 New
CHC
309
City Holding Co
West Virginia
$373K -$33K -414 -8%
SWP
310
Stratos Wealth Partners
Ohio
$372K +$40.1K +503 +12%
DADC
311
D.A. Davidson & Co
Montana
$371K -$11.4K -143 -3%
TC
312
Trilogy Capital
California
$364K -$3.59K -45 -1%
NICM
313
Neo Ivy Capital Management
New York
$359K +$352K +4,413 New
VRS
314
Virginia Retirement Systems
Virginia
$358K -$558K -7,000 -61%
1IA
315
1620 Investment Advisors
Massachusetts
$348K +$399 +5 +0.1%
FTDI
316
First Trust Direct Indexing
Massachusetts
$347K +$84.5K +1,059 +33%
SAM
317
Shell Asset Management
Netherlands
$346K -$1.99K -25 -0.6%
HNB
318
Huntington National Bank
Ohio
$346K -$42.8K -537 -11%
IAS
319
Investment Advisory Services
Texas
$343K -$1.59K -20 -0.5%
AWS
320
Atria Wealth Solutions
New York
$342K -$82.9K -1,039 -20%
BL
321
BFSG LLC
California
$339K -$3.99K -50 -1%
CT
322
Chicago Trust
Illinois
$334K
WS
323
Wedbush Securities
California
$332K -$43.1K -540 -12%
KRSITF
324
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$331K +$3.19K +40 +1%
William Blair & Company
325
William Blair & Company
Illinois
$331K -$106K -1,325 -25%