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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
576
Oakworth Capital
Alabama
$5.19K – – –
RF
577
Roxbury Financial
New Jersey
$5.16K +$2.01K +22 +61%
GKIM
578
GW&K Investment Management
Massachusetts
$5K +$1.01K +11 +24%
GEA
579
Glen Eagle Advisors
New Jersey
$4.77K -$10.5K -115 -68%
BGAI
580
Bruce G. Allen Investments
Colorado
$4.56K – – –
LWA
581
Lowe Wealth Advisors
Maryland
$4.47K – – –
CT
582
Colonial Trust
South Carolina
$4.07K -$274 -3 -6%
BCMLT
583
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.05K – – –
SIS
584
Sound Income Strategies
Florida
$3.85K +$3.38K +37 +617%
PWMG
585
Private Wealth Management Group
New Jersey
$3.67K – – –
ACM
586
Anfield Capital Management
California
$3.67K – – –
SFA
587
Semmax Financial Advisors
North Carolina
$3.66K – – –
OP
588
ORG Partners
Indiana
$3.66K +$2.74K +30 +300%
PP
589
Pacifica Partners
Canada
$2.92K – – –
WSFS
590
Wilmington Savings Fund Society
Delaware
$2.68K – – –
WA
591
Whipplewood Advisors
Colorado
$2.6K -$5.58K -61 -68%
GC
592
GFG Capital
Florida
$2.33K +$2.38K +26 New
CPG
593
Cornerstone Planning Group
New Jersey
$2.22K +$366 +4 +20%
HHMI
594
Howard Hughes Medical Institute
Maryland
$2.15K +$2.19K +24 New
WPA
595
Wealth Preservation Advisors
Tennessee
$1.97K – – –
DPW
596
DiNuzzo Private Wealth
Pennsylvania
$1.7K – – –
PWA
597
Physician Wealth Advisors
Utah
$1.7K +$1.01K +11 +138%
EP
598
Essential Partners
California
$1.7K +$1.74K +19 New
W
599
WealthCollab
Washington
$1.52K – – –
BWL
600
Bogart Wealth LLC
Virginia
$1.43K +$1.46K +16 New
22 23
24
25 26