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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
401
Cullen/Frost Bankers
Texas
$129K – – –
GRP
402
Global Retirement Partners
California
$125K -$2.5K -34 -2%
QL
403
Quarry LP
New York
$125K +$70.4K +958 +123%
TF
404
Tompkins Financial
New York
$115K – – –
GWM
405
Geneos Wealth Management
Colorado
$106K -$317K -4,318 -75%
PS
406
Principal Securities
Iowa
$105K +$108K +1,466 New
NS
407
NBC Securities
Alabama
$98K -$3.31K -45 -3%
PTC
408
Private Trust Company
Ohio
$97.5K – – –
AIP
409
Ameritas Investment Partners
Nebraska
$96.5K – – –
DJSG
410
D.J. St. Germain
Massachusetts
$88.7K – – –
UB
411
UMB Bank
Missouri
$86.9K -$3.67K -50 -4%
CCMI
412
Creative Capital Management Investments
California
$83K – – –
SL
413
Salomon & Ludwin
Virginia
$80.6K – – –
WIA
414
Wetzel Investment Advisors
Indiana
$79K +$80.8K +1,100 New
EC
415
EntryPoint Capital
New York
$77.8K +$79.6K +1,083 New
S
416
SignatureFD
Georgia
$74.2K -$26.7K -363 -26%
LFG
417
Larson Financial Group
Missouri
$74K +$514 +7 +0.7%
ZB
418
Zions Bancorporation
Utah
$73.7K +$441 +6 +0.6%
HSA
419
Hussman Strategic Advisors
Maryland
$71.8K – – –
NA
420
NewEdge Advisors
Louisiana
$71.8K +$13.4K +183 +22%
EWA
421
EverSource Wealth Advisors
Alabama
$69.5K -$367 -5 -0.5%
WTG
422
West Tower Group
Virginia
$67.1K +$65.7K +894 +2,235%
T
423
Tidemark
California
$65.3K +$66.8K +909 New
UM
424
UniSuper Management
Australia
$63.4K +$64.8K +882 New
QCG
425
Quadrant Capital Group
Ohio
$63.1K -$8.89K -121 -12%
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17
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