We are live on ! Find out more
PNW icon

Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
451
Shepherd Wealth Management
Ohio
$284K – – –
C
452
Certuity
Florida
$281K +$269K +2,792 New
CPCPP
453
Canada Post Corporation Pension Plan
Canada
$280K – – –
RS
454
R Squared
Hong Kong
$272K -$1.21M -12,519 -82%
1WA
455
180 Wealth Advisors
Washington
$271K +$36K +373 +16%
EWA
456
EP Wealth Advisors
California
$270K +$20.7K +215 +9%
EAN
457
Excelsior Advisor Network
Colorado
$264K +$10.4K +108 +4%
ZIM
458
Zacks Investment Management
Illinois
$263K -$93.4K -968 -27%
CA
459
Crewe Advisors
Utah
$262K – – –
JIC
460
Johnson Investment Counsel
Ohio
$260K – – –
MW
461
Marble Wealth
Alabama
$256K -$15.7K -163 -6%
AAG
462
Armstrong Advisory Group
Massachusetts
$254K – – –
PFM
463
Patton Fund Management
Texas
$254K – – –
BAAM
464
Baker Avenue Asset Management
California
$250K +$239K +2,482 New
TWM
465
TriaGen Wealth Management
California
$250K – – –
MS
466
Madden Securities
Texas
$247K -$400K -4,150 -63%
OPA
467
Old Port Advisors
Maine
$243K -$16.4K -170 -7%
CPSC
468
Carl P. Sherr & Co
Massachusetts
$242K – – –
AU
469
AlphaGrep UK
$239K +$228K +2,368 New
EFG
470
Everhart Financial Group
Ohio
$238K +$228K +2,361 New
GT
471
Greenleaf Trust
Michigan
$235K +$7.33K +76 +3%
CAU
472
Caxton Associates (UK)
$233K -$405K -4,201 -64%
DWM
473
Diversify Wealth Management
Utah
$232K +$221K +2,286 New
MCM
474
MAI Capital Management
Ohio
$232K +$111K +1,152 +100%
HPWM
475
High Point Wealth Management
New Jersey
$227K +$35.4K +367 +19%
17 18
19
20 21