We are live on ! Find out more
PNW icon

Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
576
Cape Investment Advisory
Georgia
$42.9K +$41K +401 New
FUBT
577
First United Bank & Trust
Maryland
$42.8K – – –
MMG
578
Monetary Management Group
Missouri
$42.8K – – –
CH
579
Cromwell Holdings
Wyoming
$42.8K +$1.43K +14 +4%
PS
580
Planning Strategies
Pennsylvania
$42.5K +$40.6K +397 New
TWD
581
True Wealth Design
Ohio
$39.7K +$23.3K +228 +159%
BWS
582
Buck Wealth Strategies
Colorado
$38.7K +$37K +362 New
WA
583
WPG Advisers
Maryland
$38.4K +$1.13K +11 +3%
CA
584
Clearstead Advisors
Ohio
$37K +$32.3K +316 +1,053%
YP
585
YANKCOM Partnership
South Dakota
$36.5K – – –
PF
586
PlanVest Financial
Maryland
$36.4K +$34.8K +340 New
BIA
587
Bell Investment Advisors
California
$36.2K +$20.5K +200 +145%
OL
588
OneFund LLC
Florida
$35.4K +$102 +1 +0.3%
CAM
589
Chesapeake Asset Management
New York
$34.8K – – –
BW
590
Bravera Wealth
North Dakota
$34.2K – – –
BCM
591
Boreal Capital Management
Florida
$33.9K – – –
CFM
592
Compass Financial Management
Florida
$33.4K +$33.6K +329 New
CT
593
Caldwell Trust
Florida
$32.1K – – –
GWP
594
Gen-Wealth Partners
Michigan
$32.1K – – –
FHC
595
First Horizon Corporation
Tennessee
$30.6K -$10.1K -99 -26%
Q1WB
596
Quest 10 Wealth Builders
Virginia
$29.6K +$920 +9 +3%
ECM
597
Estabrook Capital Management
New York
$28.9K – – –
BF
598
BOK Financial
Oklahoma
$27.8K +$26.6K +260 New
OCWP
599
Owl Creek Wealth Partners
Colorado
$26.8K – – –
JWA
600
JFS Wealth Advisors
Pennsylvania
$25.8K +$12.9K +126 +110%
22 23
24
25 26