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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
476
MGO One Seven
Ohio
$18K +$18.3K +212 New
OIA
477
Optimum Investment Advisors
Illinois
$17K – – –
PCG
478
Private Capital Group
Connecticut
$17K – – –
RFA
479
Reilly Financial Advisors
California
$17K – – –
PRC
480
Pearl River Capital
Michigan
$17K +$17.2K +200 New
AF
481
Advisornet Financial
Minnesota
$16K – – –
VCM
482
Versant Capital Management
Arizona
$16K – – –
TFO
483
Tarbox Family Office
California
$14K – – –
CAM
484
Cresset Asset Management
Illinois
$14K +$13.7K +159 New
WANY
485
Wealthspire Advisors (New York)
New York
$14K +$14K +162 New
AIA
486
Alera Investment Advisors
Illinois
$14K +$14.1K +164 New
SFSIG
487
San Francisco Sentry Investment Group
California
$12K – – –
FC
488
Ferris Capital
Massachusetts
$11K – – –
FHA
489
Flagship Harbor Advisors
Massachusetts
$10K -$603 -7 -5%
BBA
490
Braun-Bostich & Associates
Pennsylvania
$10K – – –
OC
491
Oakworth Capital
Alabama
$10K +$5K +58 +105%
TRCT
492
Tower Research Capital (TRC)
New York
$9K -$56.2K -653 -86%
NFG
493
Next Financial Group
Texas
$9K -$56K -650 -87%
GI
494
Gradient Investments
Minnesota
$9K -$37.6K -437 -81%
SA
495
SRH Advisors
Kansas
$9K – – –
BCA
496
Berman Capital Advisors
Georgia
$9K +$10.6K +123 New
GAM
497
Gemmer Asset Management
California
$8K – – –
PFBT
498
Parkside Financial Bank & Trust
Missouri
$8K +$2.15K +25 +34%
FDCDDQ
499
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.16K -$160K -1,857 -96%
CFG
500
Citizens Financial Group
Rhode Island
$7K – – –
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