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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
426
SeaCrest Wealth Management
New York
$50K +$51.5K +583 New
DPA
427
Delphi Private Advisors
California
$45K +$46.4K +525 New
MCM
428
Manchester Capital Management
Vermont
$43K – – –
PCFFS
429
Pacific Center for Financial Services
California
$43K – – –
WAP
430
Wealthcare Advisory Partners
Pennsylvania
$43K – – –
MBT
431
Monroe Bank & Trust
Michigan
$43K +$44.1K +500 New
VCM
432
Versant Capital Management
Arizona
$39K +$20.1K +228 +98%
ZB
433
Zions Bancorporation
Utah
$35K +$2.91K +33 +9%
MMG
434
Monetary Management Group
Missouri
$34K – – –
RFS
435
Rockefeller Financial Services
New York
$34K – – –
AIM
436
Advantage Investment Management
Iowa
$32K – – –
CAW
437
Cornerstone Advisors (Washington)
Washington
$32K – – –
GLI
438
Guardian Life Insurance
New York
$31K +$9.8K +111 +44%
PMFA
439
Plante Moran Financial Advisors
Michigan
$27K – – –
NIT
440
NumerixS Investment Technologies
British Columbia, Canada
$26K -$415K -4,700 -94%
AWMS
441
Advocacy Wealth Management Services
Georgia
$26K – – –
PCP
442
Proficio Capital Partners
Massachusetts
$22K -$265 -3 -1%
SLF
443
Sun Life Financial
Ontario, Canada
$21K -$51.1K -579 -70%
HWP
444
Hefty Wealth Partners
Indiana
$21K – – –
PFA
445
Pathway Financial Advisors
Vermont
$21K +$22.1K +250 New
YWP
446
YorkBridge Wealth Partners
New York
$20K – – –
GRP
447
Global Retirement Partners
California
$18K -$2.47K -28 -12%
FWM
448
Focused Wealth Management
New York
$18K – – –
AS
449
Altshuler Shaham
Israel
$18K +$18.7K +212 New
MOS
450
MGO One Seven
Ohio
$18K +$18.7K +212 New
16 17
18
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