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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
451
Private Trust Company
Ohio
$129K – – –
CI
452
CX Institutional
Indiana
$129K +$121K +1,357 New
YDMI
453
Y.D. More Investments
Israel
$123K -$14.9K -167 -11%
S
454
SignatureFD
Georgia
$121K -$2.77K -31 -2%
UB
455
UMB Bank
Missouri
$121K +$5.18K +58 +5%
LFG
456
Larson Financial Group
Missouri
$119K -$377K -4,224 -77%
NRWA
457
North Ridge Wealth Advisors
Oregon
$117K – – –
AIP
458
Ameritas Investment Partners
Nebraska
$114K – – –
EWA
459
EverSource Wealth Advisors
Alabama
$113K +$37.9K +425 +56%
BTI
460
Blue Trust Inc
Georgia
$104K +$66.7K +747 +215%
SL
461
Salomon & Ludwin
Virginia
$103K – – –
RAM
462
Resona Asset Management
Japan
$98.7K +$30.4K +341 +48%
PWMG
463
Prestige Wealth Management Group
New Jersey
$98.6K +$91.5K +1,025 +10,250%
HFM
464
Harvest Fund Management
China
$97K -$714K -7,999 -89%
MAFA
465
MJT & Associates Financial Advisory
Minnesota
$96.3K +$90.3K +1,011 New
HSA
466
Hussman Strategic Advisors
Maryland
$95.3K – – –
AA
467
Ancora Advisors
Ohio
$90.5K – – –
DJSG
468
D.J. St. Germain
Massachusetts
$90K -$17.9K -200 -17%
BC
469
Bayforest Capital
United Kingdom
$89.1K +$37.8K +423 +83%
T
470
Tidemark
California
$86.6K – – –
API
471
Asset Planning Inc
California
$81K – – –
FHA
472
First Horizon Advisors
Tennessee
$80.4K +$3.39K +38 +5%
VCM
473
Versant Capital Management
Arizona
$79.6K +$67.7K +758 +972%
HI
474
Harbour Investments
Wisconsin
$79.1K -$1.07K -12 -1%
TWC
475
TD Waterhouse Canada
Ontario, Canada
$77.5K -$2.59K -29 -3%
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