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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
601
Physician Wealth Advisors
Utah
$3.02K -$448 -5 -13%
WAG
602
Wiser Advisor Group
Arizona
$2.93K – – –
PP
603
Pacifica Partners
Canada
$2.91K – – –
ANBT
604
American National Bank & Trust
Texas
$2.84K +$2.87K +32 New
ZBNA
605
Zions Bancorporation, National Association
Utah
$2.84K +$2.87K +32 New
JFGIW
606
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.75K -$10.8K -121 -80%
JSAM
607
J. Safra Asset Management
New York
$2.66K +$2.69K +30 New
BFS
608
Bare Financial Services
Pennsylvania
$2.57K +$2.6K +29 New
TIM
609
Thompson Investment Management
Wisconsin
$2.48K – – –
AFC
610
Ares Financial Consulting
California
$2.48K +$2.51K +28 New
TFA
611
Transamerica Financial Advisors
Florida
$2.4K +$1.34K +15 +125%
HHMI
612
Howard Hughes Medical Institute
Maryland
$2.22K – – –
AW
613
Ankerstar Wealth
Texas
$1.95K +$1.97K +22 New
WPA
614
Wealth Preservation Advisors
Tennessee
$1.86K -$90 -1 -5%
CFG
615
Clayton Financial Group
Missouri
$1.69K +$1.7K +19 New
DPW
616
DiNuzzo Private Wealth
Pennsylvania
$1.6K -$90 -1 -5%
BWA
617
Basecamp Wealth Advisors
Washington
$1.6K +$1.61K +18 New
OCM
618
Osbon Capital Management
Massachusetts
$1.6K +$1.61K +18 New
CPG
619
Cornerstone Planning Group
New Jersey
$1.59K -$99.9K -1,115 -98%
W
620
WealthCollab
Washington
$1.51K – – –
AA
621
Addison Advisors
Vermont
$1.51K +$1.52K +17 New
SFG
622
Strive Financial Group
Indiana
$1.51K +$1.52K +17 New
SG
623
Sankala Group
Colorado
$1.2K +$1.07K +12 New
EW
624
Elyxium Wealth
California
$1.15K +$1.16K +13 New
WWA
625
Wealth Watch Advisors
Colorado
$1.15K – – –
23 24
25
26 27