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Pinnacle West Capital

Name Holding Trade Value Shares
Change
Change in
Stake
BC
451
Bartlett & Co
Ohio
$30K +$30.1K +350 New
MWC
452
MKD Wealth Coaches
Michigan
$30K +$30.1K +350 New
BCWM
453
Bartlett & Co Wealth Management
Ohio
$29.8K +$30.1K +350 New
GLI
454
Guardian Life Insurance
New York
$27K
ARMC
455
American Research & Management Company
Massachusetts
$26K
QAM
456
QCI Asset Management
New York
$26K
SLF
457
Sun Life Financial
Ontario, Canada
$26K +$86 +1 +0.3%
AS
458
Altshuler Shaham
Israel
$26K +$26.4K +307 New
PHK
459
Point72 Hong Kong
Hong Kong
$25K -$249K -2,887 -91%
QCG
460
Quadrant Capital Group
Ohio
$25K +$6.46K +75 +28%
PMFA
461
Plante Moran Financial Advisors
Michigan
$24K
KA
462
Kaizen Advisory
Illinois
$24K +$689 +8 +3%
LC
463
Lindbrook Capital
California
$24K +$25K +290 New
OIA
464
OneDigital Investment Advisors
Kansas
$23K -$57.3K -665 -71%
CIA
465
CSat Investment Advisory
Michigan
$23K -$1.81K -21 -7%
YWP
466
YorkBridge Wealth Partners
New York
$23K
CI
467
CX Institutional
Indiana
$22K +$431 +5 +2%
CTC
468
Central Trust Company
Missouri
$21K -$8.61K -100 -29%
CAPTRUST Financial Advisors
469
CAPTRUST Financial Advisors
North Carolina
$21K
PWMG
470
Prestige Wealth Management Group
New Jersey
$21K +$21.2K +246 New
BAM
471
Bruderman Asset Management
New York
$19K -$8.79K -102 -32%
PCP
472
Proficio Capital Partners
Massachusetts
$19K
FWM
473
Focused Wealth Management
New York
$18K
GCM
474
Gables Capital Management
Florida
$18K
JA
475
JOYN Advisors
Georgia
$18K +$2.41K +28 +15%