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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
551
Evolution Wealth Management
Florida
$9.84K +$10.1K +110 New
NC
552
NewSquare Capital
Pennsylvania
$9.39K +$3.57K +39 +59%
SWP
553
Strategic Wealth Partners
Ohio
$9.39K +$9.61K +105 New
SC
554
Stephens Consulting
Michigan
$9.22K +$274 +3 +3%
RTL
555
Red Tortoise LLC
Georgia
$9.13K – – –
BCWM
556
Bartlett & Co Wealth Management
Ohio
$9.04K +$91 +1 +1%
BFPW
557
BOK Financial Private Wealth
Colorado
$8.95K – – –
CTB
558
Country Trust Bank
Illinois
$8.95K – – –
MPW
559
MASECO Private Wealth
$8.95K +$9.15K +100 New
SRCM
560
Signature Resources Capital Management
California
$8.32K +$8.51K +93 New
MYIA
561
Mount Yale Investment Advisors
Colorado
$8.23K +$8.42K +92 New
GBT
562
Grove Bank & Trust
Florida
$8.05K +$823 +9 +11%
WTC
563
WhitTier Trust Company
Nevada
$7.69K +$549 +6 +8%
SWM
564
Spire Wealth Management
Virginia
$7.51K -$366 -4 -5%
TWD
565
True Wealth Design
Ohio
$7.25K +$732 +8 +11%
FP
566
Financial Perspectives
Minnesota
$7.25K – – –
SSG
567
Summit Securities Group
New York
$7.16K +$7.32K +80 New
FMII
568
Farmers & Merchants Investments Inc
Nebraska
$6.71K – – –
SAM
569
Smartleaf Asset Management
Massachusetts
$6.64K -$457 -5 -6%
FDCP
570
Foster Dykema Cabot & Partners
Massachusetts
$6.53K – – –
PSB
571
Piscataqua Savings Bank
New Hampshire
$6.26K – – –
JWA
572
JFS Wealth Advisors
Pennsylvania
$6K -$457 -5 -7%
BI
573
Binnacle Investments
Iowa
$5.64K – – –
NEWAS
574
N.E.W. Advisory Services
Wisconsin
$5.55K – – –
MCM
575
MV Capital Management
Maryland
$5.28K – – –
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