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Pinnacle West Capital

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
426
Plante Moran Financial Advisors
Michigan
$26K – – –
AWMS
427
Advocacy Wealth Management Services
Georgia
$25K – – –
PCP
428
Proficio Capital Partners
Massachusetts
$22K – – –
YWP
429
YorkBridge Wealth Partners
New York
$22K – – –
GLI
430
Guardian Life Insurance
New York
$21K – – –
HWP
431
Hefty Wealth Partners
Indiana
$21K – – –
M
432
MOTCO
Texas
$21K – – –
GRP
433
Global Retirement Partners
California
$20K +$1.58K +18 +8%
VCM
434
Versant Capital Management
Arizona
$19K -$263 -3 -1%
FWM
435
Focused Wealth Management
New York
$18K – – –
National Pension Service
436
National Pension Service
South Korea
$18K +$3.5K +40 +24%
TFO
437
Tarbox Family Office
California
$16K -$23.6K -269 -59%
GBT
438
Grove Bank & Trust
Florida
$16K -$10.1K -115 -38%
QCG
439
Quadrant Capital Group
Ohio
$16K – – –
SPIA
440
Steward Partners Investment Advisory
New York
$15K – – –
PFBT
441
Parkside Financial Bank & Trust
Missouri
$13K -$351 -4 -3%
MPWT
442
MassMutual Private Wealth & Trust
Connecticut
$10.6K – – –
CHP
443
Cable Hill Partners
Oregon
$10K +$10.4K +119 New
EFSCE
444
Enterprise Financial Services Corp (EFSC)
Missouri
$9K – – –
SFSIG
445
San Francisco Sentry Investment Group
California
$9K – – –
SWA
446
Sutton Wealth Advisors
Florida
$8.29K – – –
GAM
447
Gemmer Asset Management
California
$8K – – –
WWM
448
Willingdon Wealth Management
North Carolina
$8K +$8.76K +100 New
CFG
449
Citizens Financial Group
Rhode Island
$7K -$1.84K -21 -21%
OAM
450
Oppenheimer Asset Management
New York
$7K -$1.31K -15 -16%