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Pinnacle West Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
426
CSat Investment Advisory
Michigan
$23K +$964 +12 +4%
KA
427
Kaizen Advisory
Illinois
$22K – – –
PMFA
428
Plante Moran Financial Advisors
Michigan
$22K +$2.73K +34 +14%
GP
429
Girard Partners
Pennsylvania
$22K +$22.6K +281 New
YWP
430
YorkBridge Wealth Partners
New York
$21K – – –
CI
431
CX Institutional
Indiana
$20K – – –
CAPTRUST Financial Advisors
432
CAPTRUST Financial Advisors
North Carolina
$20K +$4.02K +50 +25%
ZB
433
Zions Bancorporation
Utah
$20K +$20.3K +253 New
GRP
434
Global Retirement Partners
California
$19K +$161 +2 +0.8%
PCP
435
Proficio Capital Partners
Massachusetts
$17K -$4.1K -51 -19%
FWM
436
Focused Wealth Management
New York
$17K – – –
GCM
437
Gables Capital Management
Florida
$17K – – –
QCG
438
Quadrant Capital Group
Ohio
$17K +$4.9K +61 +29%
JIR
439
James Investment Research
Ohio
$16K -$6.07M -75,617 -100%
OIA
440
Optimum Investment Advisors
Illinois
$16K – – –
RFA
441
Reilly Financial Advisors
California
$16K – – –
AF
442
Advisornet Financial
Minnesota
$15K – – –
PCG
443
Private Capital Group
Connecticut
$15K – – –
JA
444
JOYN Advisors
Georgia
$15K +$2.33K +29 +18%
VCM
445
Versant Capital Management
Arizona
$14K -$18.1K -225 -54%
TFO
446
Tarbox Family Office
California
$13K – – –
SFSIG
447
San Francisco Sentry Investment Group
California
$11K +$11K +137 New
FHA
448
Flagship Harbor Advisors
Massachusetts
$10K -$8.43K -105 -44%
BBA
449
Braun-Bostich & Associates
Pennsylvania
$10K – – –
FC
450
Ferris Capital
Massachusetts
$10K – – –