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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAM
576
Caitong International Asset Management
Hong Kong
$44.3K +$42.2K +413 +41,300%
CA
577
CoreCap Advisors
Michigan
$43.5K +$205 +2 +0.5%
CIA
578
Cape Investment Advisory
Georgia
$42.9K +$41K +401 New
FUBT
579
First United Bank & Trust
Maryland
$42.8K – – –
MMG
580
Monetary Management Group
Missouri
$42.8K – – –
CH
581
Cromwell Holdings
Wyoming
$42.8K +$1.43K +14 +4%
PS
582
Planning Strategies
Pennsylvania
$42.5K +$40.6K +397 New
TWD
583
True Wealth Design
Ohio
$39.7K +$23.3K +228 +159%
BWS
584
Buck Wealth Strategies
Colorado
$38.7K +$37K +362 New
WA
585
WPG Advisers
Maryland
$38.4K +$1.13K +11 +3%
CA
586
Clearstead Advisors
Ohio
$37K +$32.3K +316 +1,053%
YP
587
YANKCOM Partnership
South Dakota
$36.5K – – –
PF
588
PlanVest Financial
Maryland
$36.4K +$34.8K +340 New
BIA
589
Bell Investment Advisors
California
$36.2K +$20.5K +200 +145%
OL
590
OneFund LLC
Florida
$35.4K +$102 +1 +0.3%
CAM
591
Chesapeake Asset Management
New York
$34.8K – – –
BW
592
Bravera Wealth
North Dakota
$34.2K – – –
BCM
593
Boreal Capital Management
Florida
$33.9K – – –
CFM
594
Compass Financial Management
Florida
$33.4K +$33.6K +329 New
CT
595
Caldwell Trust
Florida
$32.1K – – –
GWP
596
Gen-Wealth Partners
Michigan
$32.1K – – –
FHC
597
First Horizon Corporation
Tennessee
$30.6K -$10.1K -99 -26%
Q1WB
598
Quest 10 Wealth Builders
Virginia
$29.6K +$920 +9 +3%
ECM
599
Estabrook Capital Management
New York
$28.9K – – –
BF
600
BOK Financial
Oklahoma
$27.8K +$26.6K +260 New
22 23
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