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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
526
Clearstead Advisors
Ohio
$34.9K +$16.6K +185 +89%
CH
527
Cromwell Holdings
Wyoming
$34.2K – – –
WA
528
WPG Advisers
Maryland
$32.6K +$3.13K +35 +11%
YP
529
YANKCOM Partnership
South Dakota
$30.2K – – –
BTI
530
Blue Trust Inc
Georgia
$30K -$61.3K -684 -67%
OL
531
OneFund LLC
Florida
$29.4K +$1.88K +21 +7%
RFP
532
Root Financial Partners
California
$29.3K +$5.64K +63 +24%
SIM
533
Sentry Investment Management
Wisconsin
$29K – – –
CAM
534
Chesapeake Asset Management
New York
$28.8K – – –
BW
535
Bravera Wealth
North Dakota
$28.4K +$28.7K +320 New
BCM
536
Boreal Capital Management
Florida
$28.1K – – –
CT
537
Caldwell Trust
Florida
$26.6K – – –
GWP
538
Gen-Wealth Partners
Michigan
$26.6K – – –
C
539
Covestor
United Kingdom
$26K -$358 -4 -1%
DMBA
540
Deseret Mutual Benefit Administrators
Utah
$26K – – –
PFBT
541
Parkside Financial Bank & Trust
Missouri
$25.6K +$1.16K +13 +5%
Q1WB
542
Quest 10 Wealth Builders
Virginia
$24.1K +$24.4K +272 New
ECM
543
Estabrook Capital Management
New York
$23.9K – – –
SIC
544
SJS Investment Consulting
Ohio
$20.6K – – –
SAM
545
Smartleaf Asset Management
Massachusetts
$19.9K +$5.82K +65 +41%
JWA
546
JFS Wealth Advisors
Pennsylvania
$18.7K +$12.9K +144 +215%
CAM
547
Costello Asset Management
Pennsylvania
$18.6K -$5.46K -61 -23%
KFAS
548
Keating Financial Advisory Services
Kansas
$17.9K +$18.1K +202 New
TCOV
549
Trust Company of Vermont
Vermont
$17.7K – – –
SIS
550
Sound Income Strategies
Florida
$17.1K +$9.4K +105 +136%
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22
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