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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
501
JFS Wealth Advisors
Pennsylvania
$5.82K +$661 +9 +13%
FP
502
Financial Perspectives
Minnesota
$5.82K – – –
WTC
503
WhitTier Trust Company
Nevada
$5.75K – – –
PWMG
504
Private Wealth Management Group
New Jersey
$5.68K +$5.8K +79 New
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$5.39K -$7.35K -100 -57%
KWAG
506
Kiely Wealth Advisory Group
North Carolina
$5.29K +$5.51K +75 New
FGAM
507
Financial Gravity Asset Management
Texas
$5.24K +$5.36K +73 New
PSB
508
Piscataqua Savings Bank
New Hampshire
$5.03K – – –
MCM
509
MV Capital Management
Maryland
$4.53K -$588 -8 -11%
OC
510
Oakworth Capital
Alabama
$4.17K – – –
BEI
511
Benjamin Edwards Inc
Missouri
$4K – – –
BCMLT
512
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.98K – – –
TCWA
513
Turtle Creek Wealth Advisors
Texas
$3.81K +$3.89K +53 New
GEA
514
Glen Eagle Advisors
New Jersey
$3.59K +$3.67K +50 New
BGAI
515
Bruce G. Allen Investments
Colorado
$3.52K +$3.6K +49 New
W
516
WealthCollab
Washington
$3.02K +$3.09K +42 New
LOIP
517
Live Oak Investment Partners
Texas
$2.87K – – –
GWS
518
Glassman Wealth Services
Virginia
$2.51K -$1.54K -21 -38%
SFA
519
Semmax Financial Advisors
North Carolina
$2.5K +$73 +1 +3%
VCM
520
Versant Capital Management
Arizona
$2.44K – – –
WAG
521
Wiser Advisor Group
Arizona
$2.37K +$2.42K +33 New
TAM
522
Tucker Asset Management
Colorado
$2.23K – – –
AW
523
Avion Wealth
Texas
$2K +$514 +7 +44%
SIS
524
Sound Income Strategies
Florida
$1.87K +$1.47K +20 +333%
MTIC
525
Missouri Trust & Investment Company
Missouri
$1.72K +$1.76K +24 New
19 20
21
22 23