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Pinnacle West Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CA
501
Calton & Associates
Florida
$214K +$205K +2,000 New
OL
502
Optas LLC
Texas
$213K +$204K +1,994 New
FLPIM
503
F.L. Putnam Investment Management
Massachusetts
$213K -$9.61K -94 -5%
BWA
504
Babb Wealth Advisors
Arizona
$212K +$203K +1,984 New
CAI
505
Capital Advisors Inc
Oklahoma
$211K +$202K +1,971 New
IFG
506
Independent Financial Group
California
$210K +$201K +1,963 New
NAM
507
NorthCrest Asset Manangement
Minnesota
$210K +$201K +1,965 New
AG
508
AlTi Global
New York
$209K +$200K +1,957 New
BAM
509
Belpointe Asset Management
Nevada
$205K +$196K +1,920 New
DWM
510
Destination Wealth Management
California
$205K +$196K +1,918 New
PI
511
PFG Investments
New York
$204K +$195K +1,904 New
HI
512
Horizon Investments
North Carolina
$202K +$205 +2 +0.1%
ZF
513
Zhang Financial
Michigan
$200K +$191K +1,872 New
CI
514
CX Institutional
Indiana
$199K +$4.4K +43 +2%
SCM
515
Silvant Capital Management
Georgia
$193K
S
516
SignatureFD
Georgia
$189K +$13.5K +132 +8%
AssetMark Inc
517
AssetMark Inc
California
$187K +$2.76K +27 +2%
Optiver Holding
518
Optiver Holding
Netherlands
$184K +$176K +1,724 New
RAM
519
Resona Asset Management
Japan
$179K
SPIA
520
Steward Partners Investment Advisory
New York
$178K +$116K +1,137 +214%
ECSS
521
Eurizon Capital SGR SpA
$177K +$9.71K +95 +6%
HPC
522
HM Payson & Co
Maine
$172K
DB
523
Danske Bank
Denmark
$171K
GWM
524
Geneos Wealth Management
Colorado
$170K +$1.33K +13 +0.8%
MPWT
525
MassMutual Private Wealth & Trust
Connecticut
$170K +$108K +1,054 +198%