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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
401
Pacific Center for Financial Services
California
$39K +$37.5K +500 New
WA
402
WFG Advisors
Texas
$38K +$300 +4 +0.8%
PMFA
403
Plante Moran Financial Advisors
Michigan
$37K +$12.1K +161 +52%
TFO
404
Tarbox Family Office
California
$35K – – –
GI
405
Gradient Investments
Minnesota
$34K – – –
GLI
406
Guardian Life Insurance
New York
$33K +$1.2K +16 +4%
MMG
407
Monetary Management Group
Missouri
$31K – – –
CAW
408
Cornerstone Advisors (Washington)
Washington
$30K – – –
KT
409
Kanaly Trust
Texas
$29K +$1.43K +19 +5%
CIM
410
Contravisory Investment Management
Massachusetts
$26K +$10.1K +135 +68%
PIA
411
Piedmont Investment Advisors
North Carolina
$25K +$23.5K +313 +4,471%
AWMS
412
Advocacy Wealth Management Services
Georgia
$23K -$30K -400 -57%
FHA
413
First Horizon Advisors
Tennessee
$23K – – –
M
414
MOTCO
Texas
$20K – – –
AIM
415
Advantage Investment Management
Iowa
$20K +$18.7K +250 New
SEC
416
Seven Eight Capital
New York
$20K +$19.3K +257 New
YWP
417
YorkBridge Wealth Partners
New York
$20K +$19.9K +266 New
HWP
418
Hefty Wealth Partners
Indiana
$19K – – –
VCM
419
Versant Capital Management
Arizona
$18K +$2.85K +38 +19%
BC
420
Barnett & Company
Tennessee
$17K -$11.2K -150 -41%
FWM
421
Focused Wealth Management
New York
$17K – – –
PCP
422
Proficio Capital Partners
Massachusetts
$17K +$3.15K +42 +24%
NIT
423
NumerixS Investment Technologies
British Columbia, Canada
$16K -$641K -8,555 -98%
GRP
424
Global Retirement Partners
California
$14K +$13.2K +176 New
QCG
425
Quadrant Capital Group
Ohio
$13K – – –
15 16
17
18 19