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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
UAML
426
US Asset Management LLC
Pennsylvania
$347K – – –
SAM
427
Securian Asset Management
Minnesota
$346K – – –
WPC
428
Wedmont Private Capital
Pennsylvania
$346K +$14.9K +146 +5%
VSQM
429
V-Square Quantitative Management
Illinois
$345K -$17.5K -171 -5%
GT
430
Greenleaf Trust
Michigan
$340K +$86.4K +845 +36%
MG
431
Marex Group
$340K +$325K +3,175 New
IAS
432
Investment Advisory Services
Texas
$340K – – –
ZIM
433
Zacks Investment Management
Illinois
$333K +$50.9K +498 +19%
LA
434
Lifeworks Advisors
Michigan
$328K -$21.7K -212 -6%
IPWA
435
International Private Wealth Advisors
California
$325K -$3.99K -39 -1%
WS
436
Wedbush Securities
California
$323K +$6.14K +60 +2%
DDC
437
DF Dent & Co
Maryland
$321K – – –
NHT
438
New Hampshire Trust
New Hampshire
$319K – – –
HAS
439
Holland Advisory Services
Florida
$318K – – –
BFS
440
Bradley Foster & Sargent
Connecticut
$318K -$818 -8 -0.3%
BP
441
Ballentine Partners
Massachusetts
$317K +$2.04K +20 +0.7%
PAS
442
Park Avenue Securities
New York
$315K -$4.7K -46 -2%
LNWTC
443
Laird Norton Wetherby Trust Company
Washington
$312K -$50.2K -491 -14%
HNB
444
Huntington National Bank
Ohio
$307K -$15.1K -148 -5%
MEAC
445
M.E. Allison & Co
Texas
$305K – – –
OPA
446
Old Port Advisors
Maine
$298K +$38.5K +376 +16%
ECA
447
Elevated Capital Advisors
Utah
$297K -$349K -3,414 -55%
CPCPP
448
Canada Post Corporation Pension Plan
Canada
$297K – – –
HPWM
449
High Point Wealth Management
New Jersey
$292K +$48.1K +470 +21%
AU
450
AlphaGrep UK
$288K +$33.2K +325 +14%
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