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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
426
Manchester Capital Management
Vermont
$38K -$4.87K -63 -12%
RTC
427
Riverview Trust Company
Washington
$34K – – –
MMG
428
Monetary Management Group
Missouri
$33K – – –
AIL
429
AGF Investments LLC
Ontario, Canada
$33K +$696 +9 +2%
HPC
430
HM Payson & Co
Maine
$32K – – –
HWA
431
Heritage Wealth Advisors
Virginia
$29.7K +$11.6K +150 +70%
S
432
SignatureFD
Georgia
$29K -$50.1K -648 -65%
PGAM
433
Princeton Global Asset Management
New Jersey
$28K -$16.2K -209 -37%
ST
434
Smithfield Trust
Pennsylvania
$28K – – –
FWM
435
Focused Wealth Management
New York
$26K +$77 +1 +0.3%
SSB
436
Sandy Spring Bank
Maryland
$24K – – –
BCA
437
Berman Capital Advisors
Georgia
$23K +$464 +6 +2%
MA
438
MCF Advisors
Kentucky
$23K +$22K +284 New
PFBT
439
Parkside Financial Bank & Trust
Missouri
$22K -$773 -10 -4%
BFC
440
Bedel Financial Consulting
Indiana
$22K +$17.4K +225 +450%
SN
441
Sittner & Nelson
Oregon
$20K +$19.3K +250 New
NFG
442
Next Financial Group
Texas
$19K – – –
PWMG
443
Prestige Wealth Management Group
New Jersey
$18K – – –
SWM
444
Spire Wealth Management
Virginia
$18K +$17.1K +221 New
RFA
445
Reilly Financial Advisors
California
$17K – – –
VBCG
446
Valley Brook Capital Group
Pennsylvania
$16K -$46.4K -600 -75%
RMC
447
Resources Management Corp
Connecticut
$16K – – –
TFO
448
Tarbox Family Office
California
$16K – – –
TIM
449
Tortoise Investment Management
New York
$16K – – –
PSB
450
Piscataqua Savings Bank
New Hampshire
$16K +$15.5K +200 New
16 17
18
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