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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
EBA
501
Eagle Bay Advisors
New York
$4.09K – – –
GEA
502
Glen Eagle Advisors
New Jersey
$3.91K – – –
BGAI
503
Bruce G. Allen Investments
Colorado
$3.9K +$151 +2 +4%
BCMLT
504
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.36K – – –
SFA
505
Semmax Financial Advisors
North Carolina
$3.27K +$75 +1 +3%
PWMG
506
Private Wealth Management Group
New Jersey
$3.13K -$2.87K -38 -48%
ACM
507
Anfield Capital Management
California
$3.13K +$3.09K +41 New
LOIP
508
Live Oak Investment Partners
Texas
$3.06K – – –
TWP
509
Triad Wealth Partners
Kansas
$2.83K +$2.79K +37 New
WAG
510
Wiser Advisor Group
Arizona
$2.52K – – –
PP
511
Pacifica Partners
Canada
$2.49K +$2.49K +33 New
CFGS
512
Concourse Financial Group Securities
Alabama
$2.21K +$1.43K +19 +190%
VNA
513
Valley National Advisers
Pennsylvania
$2K -$755 -10 -25%
HEIP
514
Hudson Edge Investment Partners
New Jersey
$1.83K +$1.81K +24 New
CWC
515
Carolinas Wealth Consulting
North Carolina
$1.69K +$528 +7 +44%
RI
516
Ridgewood Investments
New Jersey
$1.53K +$1.51K +20 New
SIC
517
SJS Investment Consulting
Ohio
$1.45K +$151 +2 +12%
CPG
518
Cornerstone Planning Group
New Jersey
$1.45K +$226 +3 +21%
DPW
519
DiNuzzo Private Wealth
Pennsylvania
$1.38K +$151 +2 +13%
W
520
WealthCollab
Washington
$1.3K -$1.89K -25 -60%
ADL
521
Asset Dedication LLC
California
$1.22K – – –
TFA
522
Transamerica Financial Advisors
Florida
$1K – – –
GKIM
523
GW&K Investment Management
Massachusetts
$1K +$906 +12 New
MSG
524
Main Street Group
Virginia
$984 – – –
DF
525
Dunhill Financial
United Kingdom
$809 +$226 +3 +38%
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