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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
551
Steigerwald Gordon & Koch
Virginia
$11.2K +$11.3K +125 New
HIIFS
552
Harel Insurance Investments & Financial Services
Israel
$11K +$11.2K +124 New
SA
553
SRH Advisors
Kansas
$9.86K – – –
TWD
554
True Wealth Design
Ohio
$9.59K +$2.34K +26 +32%
SWP
555
Strategic Wealth Partners
Ohio
$9.41K – – –
RTL
556
Red Tortoise LLC
Georgia
$9.14K – – –
BCWM
557
Bartlett & Co Wealth Management
Ohio
$9.06K – – –
SC
558
Stephens Consulting
Michigan
$8.97K -$270 -3 -3%
BFPW
559
BOK Financial Private Wealth
Colorado
$8.97K – – –
CTB
560
Country Trust Bank
Illinois
$8.97K – – –
SRCM
561
Signature Resources Capital Management
California
$8.34K – – –
SWM
562
Spire Wealth Management
Virginia
$8.25K +$720 +8 +10%
FP
563
Financial Perspectives
Minnesota
$7.26K – – –
WTC
564
WhitTier Trust Company
Nevada
$7.21K -$540 -6 -7%
SIS
565
Sound Income Strategies
Florida
$7.05K +$3.06K +34 +79%
FMII
566
Farmers & Merchants Investments Inc
Nebraska
$6.72K – – –
FDCP
567
Foster Dykema Cabot & Partners
Massachusetts
$6.54K – – –
EP
568
Essential Partners
California
$6.54K +$4.86K +54 +284%
PSB
569
Piscataqua Savings Bank
New Hampshire
$6.28K – – –
JWA
570
JFS Wealth Advisors
Pennsylvania
$6.01K – – –
BI
571
Binnacle Investments
Iowa
$5.65K – – –
NEWAS
572
N.E.W. Advisory Services
Wisconsin
$5.56K – – –
MCM
573
MV Capital Management
Maryland
$5.29K – – –
OC
574
Oakworth Capital
Alabama
$5.2K – – –
RF
575
Roxbury Financial
New Jersey
$5.17K – – –
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