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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
451
American Research & Management Company
Massachusetts
$29K – – –
QAM
452
QCI Asset Management
New York
$29K – – –
WCG
453
Weaver Consulting Group
California
$29K +$26.6K +295 New
CIA
454
CSat Investment Advisory
Michigan
$28K +$2.53K +28 +10%
LC
455
Lindbrook Capital
California
$27K – – –
PMFA
456
Plante Moran Financial Advisors
Michigan
$27K – – –
OIA
457
OneDigital Investment Advisors
Kansas
$26K – – –
CI
458
CX Institutional
Indiana
$26K +$1.8K +20 +8%
PCP
459
Proficio Capital Partners
Massachusetts
$26K +$5.14K +57 +26%
ZB
460
Zions Bancorporation
Utah
$26K +$24.1K +267 New
YWP
461
YorkBridge Wealth Partners
New York
$25K – – –
CTC
462
Central Trust Company
Missouri
$24K – – –
RIA
463
Realta Investment Advisors
Delaware
$22K +$20.5K +227 New
FWM
464
Focused Wealth Management
New York
$21K – – –
GCM
465
Gables Capital Management
Florida
$20K – – –
PI
466
PEAK6 Investments
Illinois
$20K +$18.6K +206 New
PWMG
467
Prestige Wealth Management Group
New Jersey
$19K -$3.88K -43 -17%
OIA
468
Optimum Investment Advisors
Illinois
$19K – – –
RFA
469
Reilly Financial Advisors
California
$19K – – –
SLF
470
Sun Life Financial
Ontario, Canada
$18K -$10.6K -117 -38%
AF
471
Advisornet Financial
Minnesota
$18K – – –
VCM
472
Versant Capital Management
Arizona
$16K -$1.53K -17 -9%
AIA
473
Alera Investment Advisors
Illinois
$16K +$541 +6 +4%
WWM
474
Willingdon Wealth Management
North Carolina
$15K -$1.66M -18,423 -99%
TFO
475
Tarbox Family Office
California
$15K – – –
17 18
19
20 21