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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
OCWP
601
Owl Creek Wealth Partners
Colorado
$26.8K – – –
JWA
602
JFS Wealth Advisors
Pennsylvania
$25.8K +$12.9K +126 +110%
EP
603
Essential Partners
California
$25.4K +$15.1K +148 +166%
GSEP
604
Golden State Equity Partners
California
$25.1K -$409 -4 -2%
SAM
605
Smartleaf Asset Management
Massachusetts
$24.4K – – –
KFAS
606
Keating Financial Advisory Services
Kansas
$23K +$818 +8 +4%
KFG
607
Kingdom Financial Group
Arizona
$22.7K +$21.7K +212 New
CAM
608
Costello Asset Management
Pennsylvania
$22.6K +$102 +1 +0.5%
APFP
609
Action Point Financial Planning
Michigan
$20.9K +$20.4K +199 New
CT
610
Clearstead Trust
Maine
$19.9K – – –
WAU
611
Wellington-Altus USA
Manitoba, Canada
$19.7K – – –
CIM
612
Contravisory Investment Management
Massachusetts
$19.7K -$378K -3,700 -95%
BC
613
Bayforest Capital
United Kingdom
$18.9K -$113K -1,107 -86%
HWA
614
Heritage Wealth Advisors
Virginia
$18.6K – – –
EWP
615
Elevation Wealth Partners
California
$18.1K +$12.4K +121 +252%
HIIFS
616
Harel Insurance Investments & Financial Services
Israel
$18K +$1.74K +17 +12%
PAI
617
Pittenger & Anderson Inc
Nebraska
$17.9K – – –
IA
618
IFG Advisory
Georgia
$17.8K +$17K +166 New
RF
619
Robinswood Financial
Washington
$17.6K +$102 +1 +0.6%
KG
620
Kilter Group
New York
$17.1K +$16.4K +160 New
PMAM
621
Picton Mahoney Asset Management
Ontario, Canada
$17.1K +$16.4K +160 New
CTB
622
Country Trust Bank
Illinois
$15.6K +$4.7K +46 +46%
IAIM
623
International Assets Investment Management
Florida
$15.4K – – –
CFO
624
CVA Family Office
Colorado
$15.3K +$920 +9 +7%
IFWM
625
Institute for Wealth Management
Colorado
$15K +$14.3K +140 New
23 24
25
26 27