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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
601
Maryland Capital Advisors
Maryland
$987 – – –
BWL
602
Bogart Wealth LLC
Virginia
$906 -$540 -6 -38%
DF
603
Dunhill Financial
United Kingdom
$811 – – –
NWM
604
Nova Wealth Management
Florida
$717 – – –
RF
605
Rossby Financial
Florida
$705 – – –
NSIM
606
North Star Investment Management
Illinois
$628 – – –
OCM
607
Orion Capital Management
California
$628 – – –
EWM
608
Evolution Wealth Management
Florida
$538 -$9.36K -104 -95%
ADL
609
Asset Dedication LLC
California
$538 – – –
MEG
610
Millstone Evans Group
Colorado
$538 – – –
HWA
611
Heartwood Wealth Advisors
Virginia
$538 +$540 +6 New
WA
612
WestEnd Advisors
North Carolina
$538 +$540 +6 New
BHWM
613
Bay Harbor Wealth Management
Maryland
$537 +$90 +1 +20%
EWP
614
Elevation Wealth Partners
California
$449 +$450 +5 New
HIA
615
HFM Investment Advisors
New Jersey
$448 – – –
IWP
616
IAG Wealth Partners
Wisconsin
$448 – – –
HFS
617
Hughes Financial Services
Virginia
$439 +$450 +5 New
QWM
618
Quaker Wealth Management
New Jersey
$359 – – –
EFMH
619
E Fund Management (HK)
Hong Kong
$359 +$360 +4 New
RWM
620
Rialto Wealth Management
New York
$269 – – –
SA
621
Seneschal Advisors
Washington
$180 +$180 +2 New
AWM
622
Activest Wealth Management
Florida
$179 -$180 -2 -50%
CWP
623
Clark Wealth Partners
Illinois
$177 -$270 -3 -60%
HC
624
Hurley Capital
New York
$92 – – –
GEA
625
Glen Eagle Advisors
New Jersey
$3 -$4.77K -53 Closed
23 24
25
26 27