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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
501
MassMutual Private Wealth & Trust
Connecticut
$7K -$1.43K -20 -19%
PP
502
Pacifica Partners
Canada
$6.61K +$6.07K +85 New
WTC
503
WhitTier Trust Company
Nevada
$6.08K – – –
BTI
504
Blue Trust Inc
Georgia
$6K +$286 +4 +4%
MCM
505
MV Capital Management
Maryland
$5.25K +$2.57K +36 +109%
BAAM
506
Baker Avenue Asset Management
California
$5.17K +$4.86K +68 New
OC
507
Oakworth Capital
Alabama
$4.41K – – –
BCMLT
508
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.11K – – –
BEI
509
Benjamin Edwards Inc
Missouri
$4K -$4.79K -67 -55%
VCM
510
Versant Capital Management
Arizona
$3.12K -$4.22K -59 -59%
LOIP
511
Live Oak Investment Partners
Texas
$3.04K – – –
PPWM
512
PFG Private Wealth Management
Florida
$3K – – –
SC
513
Sierra Capital
Florida
$3K +$1.14K +16 +89%
BWM
514
BerganKDV Wealth Management
Minnesota
$2.71K -$786 -11 -23%
GWS
515
Glassman Wealth Services
Virginia
$2.66K -$1.5K -21 -38%
SC
516
Schubert & Co
Texas
$2.43K – – –
TF
517
TimeScale Financial
Massachusetts
$2.07K – – –
IBOK
518
Independence Bank of Kentucky
Kentucky
$2K +$1.5K +21 New
SIS
519
Sound Income Strategies
Florida
$1.67K – – –
DI
520
Disciplined Investments
Oklahoma
$1.37K -$143 -2 -10%
SIC
521
SJS Investment Consulting
Ohio
$1.29K +$429 +6 +55%
TAM
522
Tucker Asset Management
Colorado
$1.16K – – –
AW
523
Avion Wealth
Texas
$1K – – –
TFA
524
Transamerica Financial Advisors
Florida
$1K +$572 +8 +800%
LFG
525
Larson Financial Group
Missouri
$836 – – –
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