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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
601
Annis Gardner Whiting Capital Advisors
Florida
$13.6K +$96 +1 +0.7%
CFO
602
CVA Family Office
Colorado
$13.5K +$12.3K +128 +2,133%
EFMH
603
E Fund Management (HK)
Hong Kong
$13K +$12.1K +125 +3,125%
BCWM
604
Bartlett & Co Wealth Management
Ohio
$12.8K +$193 +2 +2%
PB
605
Pinnacle Bancorp
Nebraska
$12.7K – – –
SS
606
SBI Securities
Japan
$12.6K -$386 -4 -3%
SGK
607
Steigerwald Gordon & Koch
Virginia
$12.6K – – –
WSFS
608
Wilmington Savings Fund Society
Delaware
$12.6K – – –
JWA
609
JFS Wealth Advisors
Pennsylvania
$11.5K -$9.26K -96 -45%
S
610
Sachetta
Massachusetts
$11.3K +$10.8K +112 New
SA
611
SRH Advisors
Kansas
$11.1K – – –
SWP
612
Strategic Wealth Partners
Ohio
$10.6K – – –
SWM
613
Spire Wealth Management
Virginia
$10.3K -$289 -3 -3%
RTL
614
Red Tortoise LLC
Georgia
$10.3K – – –
WTC
615
WhitTier Trust Company
Nevada
$10.2K +$1.93K +20 +25%
MPW
616
MASECO Private Wealth
$10.1K – – –
BFPW
617
BOK Financial Private Wealth
Colorado
$10.1K – – –
CTB
618
Country Trust Bank
Illinois
$10.1K – – –
AA
619
Addison Advisors
Vermont
$9.77K +$7.72K +80 +471%
SRCM
620
Signature Resources Capital Management
California
$9.37K – – –
EP
621
Essential Partners
California
$8.97K +$579 +6 +7%
FP
622
Financial Perspectives
Minnesota
$8.16K – – –
SIS
623
Sound Income Strategies
Florida
$8.12K -$9.84K -102 -56%
IAAG
624
Innovative Asset Advisors Group
Connecticut
$7.66K +$7.33K +76 New
FMII
625
Farmers & Merchants Investments Inc
Nebraska
$7.56K – – –
23 24
25
26 27