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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
626
Community Financial Services Group
Vermont
$7.41K +$7.04K +73 New
PSB
627
Piscataqua Savings Bank
New Hampshire
$7.05K – – –
GBT
628
Grove Bank & Trust
Florida
$6.85K – – –
NEWAS
629
N.E.W. Advisory Services
Wisconsin
$6.25K – – –
PWA
630
Physician Wealth Advisors
Utah
$6.15K +$2.6K +27 +79%
LI
631
LRI Investments
Florida
$6.15K +$5.88K +61 New
MCM
632
MV Capital Management
Maryland
$5.95K – – –
OC
633
Oakworth Capital
Alabama
$5.84K – – –
RF
634
Roxbury Financial
New Jersey
$5.81K – – –
WSFG
635
Wall Street Financial Group
Illinois
$5.64K +$5.4K +56 New
CMA
636
Cedar Mountain Advisors
Oregon
$5.44K +$5.21K +54 New
BGAI
637
Bruce G. Allen Investments
Colorado
$5.14K – – –
GKIM
638
GW&K Investment Management
Massachusetts
$5K +$772 +8 +18%
EWP
639
Elevation Wealth Partners
California
$4.84K +$3.86K +40 +500%
ZBNA
640
Zions Bancorporation, National Association
Utah
$4.74K +$1.45K +15 +47%
EC
641
Elequin Capital
New York
$4.33K -$2.6K -27 -39%
CT
642
Colonial Trust
South Carolina
$4.2K – – –
ACM
643
Anfield Capital Management
California
$4.13K – – –
PWMG
644
Private Wealth Management Group
New Jersey
$4.13K – – –
AIS
645
Advocate Investing Services
Maryland
$4K +$96 +1 +3%
TFA
646
Transamerica Financial Advisors
Florida
$3.63K +$868 +9 +33%
RWM
647
Rialto Wealth Management
New York
$3.53K – – –
BFS
648
Bare Financial Services
Pennsylvania
$3.53K +$579 +6 +21%
SS
649
Sunbelt Securities
Texas
$3.53K – – –
PP
650
Pacifica Partners
Canada
$3.33K – – –
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