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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
501
Valley National Advisers
Pennsylvania
$2K +$2.82K +40 New
NCTC
502
New Covenant Trust Company
Indiana
$1.79K +$1.69K +24 New
SIC
503
SJS Investment Consulting
Ohio
$1.27K – – –
CWC
504
Carolinas Wealth Consulting
North Carolina
$1.21K +$1.13K +16 New
TAM
505
Tucker Asset Management
Colorado
$1.2K -$1.06K -15 -48%
DPW
506
DiNuzzo Private Wealth
Pennsylvania
$1.2K -$70 -1 -6%
CPG
507
Cornerstone Planning Group
New Jersey
$1.06K +$986 +14 New
ADL
508
Asset Dedication LLC
California
$1K – – –
TFA
509
Transamerica Financial Advisors
Florida
$1K – – –
CAL
510
Capital Advisors Ltd
Ohio
$1K +$634 +9 New
FMTCOCP
511
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K +$704 +10 New
MSG
512
Main Street Group
Virginia
$963 – – –
OP
513
ORG Partners
Indiana
$761 +$704 +10 New
PWMG
514
Prestige Wealth Management Group
New Jersey
$748 – – –
CFGS
515
Concourse Financial Group Securities
Alabama
$747 – – –
DF
516
Dunhill Financial
United Kingdom
$631 +$70 +1 +14%
TWD
517
True Wealth Design
Ohio
$598 +$282 +4 +100%
CA
518
Continuum Advisory
Idaho
$542 +$493 +7 New
OCM
519
Orion Capital Management
California
$523 – – –
RAM
520
Riggs Asset Management
Pennsylvania
$449 +$422 +6 New
SIS
521
Sound Income Strategies
Florida
$448 -$1.41K -20 -77%
IWP
522
IAG Wealth Partners
Wisconsin
$374 – – –
S
523
Sachetta
Massachusetts
$216 – – –
WA
524
WestEnd Advisors
North Carolina
$149 -$70 -1 -33%
CTA
525
Colonial Trust Advisors
South Carolina
$149 – – –
19 20
21
22 23