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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
576
Grove Bank & Trust
Florida
$4.66K -$3.42K -38 -42%
BGAI
577
Bruce G. Allen Investments
Colorado
$4.57K – – –
GKIM
578
GW&K Investment Management
Massachusetts
$4K -$990 -11 -20%
CT
579
Colonial Trust
South Carolina
$3.74K -$270 -3 -7%
PWMG
580
Private Wealth Management Group
New Jersey
$3.68K – – –
ACM
581
Anfield Capital Management
California
$3.68K – – –
PWA
582
Physician Wealth Advisors
Utah
$3.5K +$1.8K +20 +105%
SS
583
Sunbelt Securities
Texas
$3.14K +$3.15K +35 New
WAG
584
Wiser Advisor Group
Arizona
$2.96K +$2.97K +33 New
PP
585
Pacifica Partners
Canada
$2.91K – – –
OP
586
ORG Partners
Indiana
$2.62K -$990 -11 -28%
APM
587
Advanced Portfolio Management
New York
$2.51K +$2.52K +28 New
TIM
588
Thompson Investment Management
Wisconsin
$2.51K +$2.52K +28 New
HHMI
589
Howard Hughes Medical Institute
Maryland
$2.24K +$90 +1 +4%
WPA
590
Wealth Preservation Advisors
Tennessee
$1.97K – – –
DPW
591
DiNuzzo Private Wealth
Pennsylvania
$1.7K – – –
UCB
592
United Community Bank
South Carolina
$1.61K +$1.62K +18 New
W
593
WealthCollab
Washington
$1.52K – – –
LWA
594
Lowe Wealth Advisors
Maryland
$1.52K -$2.97K -33 -66%
MSWM
595
Mowery & Schoenfeld Wealth Management
Illinois
$1.36K – – –
WWA
596
Wealth Watch Advisors
Colorado
$1.17K +$1.17K +13 New
TFA
597
Transamerica Financial Advisors
Florida
$1.08K +$1.08K +12 New
WCM
598
Winthrop Capital Management
Indiana
$1K – – –
CAL
599
Capital Advisors Ltd
Ohio
$1K +$540 +6 +200%
CCM
600
Cloud Capital Management
Washington
$1K +$1.62K +18 New
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