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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
426
Armstrong Advisory Group
Massachusetts
$226K – – –
MC
427
Moors & Cabot
Massachusetts
$226K -$3.6K -40 -2%
WB
428
WesBanco Bank
West Virginia
$223K -$810 -9 -0.4%
DCM
429
DGS Capital Management
New Jersey
$223K +$224K +2,489 New
TWM
430
TriaGen Wealth Management
California
$222K – – –
VF
431
Virtu Financial
New York
$222K -$1.38M -15,361 -86%
CPSC
432
Carl P. Sherr & Co
Massachusetts
$215K – – –
LAM
433
Longboard Asset Management
Arizona
$214K – – –
CA
434
Calton & Associates
Florida
$212K +$213K +2,363 New
PFM
435
Patton Fund Management
Texas
$211K – – –
VFA
436
Valeo Financial Advisors
Indiana
$208K -$3.69K -41 -2%
WANY
437
Wealthspire Advisors (New York)
New York
$207K -$50.8K -564 -20%
SDIC
438
South Dakota Investment Council
South Dakota
$206K -$36K -400 -15%
IWC
439
Integrated Wealth Concepts
Massachusetts
$206K +$207K +2,295 New
MSE
440
MUFG Securities EMEA
United Kingdom
$205K +$174K +1,933 +548%
RMF
441
Red Mountain Financial
Colorado
$202K – – –
UCFA
442
United Capital Financial Advisors
Texas
$201K +$202K +2,245 New
BWA
443
Babb Wealth Advisors
Arizona
$201K – – –
BP
444
Ballentine Partners
Massachusetts
$200K -$1.89K -21 -0.9%
PE
445
Point72 Europe
United Kingdom
$200K +$201K +2,228 New
CPCPP
446
Canada Post Corporation Pension Plan
Canada
$188K +$156K +1,730 +414%
SAM
447
Shell Asset Management
Netherlands
$171K -$207K -2,301 -55%
SCM
448
Silvant Capital Management
Georgia
$162K – – –
HI
449
Horizon Investments
North Carolina
$156K -$1.62K -18 -1%
GRP
450
Global Retirement Partners
California
$151K -$4.59K -51 -3%
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