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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
651
Continuum Advisory
Idaho
$6.63K +$6.34K +62 New
MCM
652
MV Capital Management
Maryland
$6.31K – – –
OC
653
Oakworth Capital
Alabama
$6.21K – – –
GSWM
654
Golden State Wealth Management
California
$6.21K +$5.11K +50 +625%
RF
655
Roxbury Financial
New Jersey
$6.17K – – –
CMA
656
Cedar Mountain Advisors
Oregon
$5.78K – – –
RWM
657
Rialto Wealth Management
New York
$5.56K +$1.74K +17 +49%
BGAI
658
Bruce G. Allen Investments
Colorado
$5.46K – – –
GKIM
659
GW&K Investment Management
Massachusetts
$5K -$614 -6 -11%
TAP
660
Tounjian Advisory Partners
Florida
$4.83K -$1.07M -10,467 -100%
NRG
661
Nemes Rush Group
Michigan
$4.82K +$4.6K +45 New
PWMG
662
Private Wealth Management Group
New Jersey
$4.39K – – –
TFA
663
Transamerica Financial Advisors
Florida
$4.39K +$511 +5 +14%
AIS
664
Advocate Investing Services
Maryland
$4.29K – – –
CT
665
Colonial Trust
South Carolina
$3.98K -$511 -5 -12%
BFS
666
Bare Financial Services
Pennsylvania
$3.75K – – –
PP
667
Pacifica Partners
Canada
$3.61K – – –
WAG
668
Wiser Advisor Group
Arizona
$3.53K – – –
HWP
669
Highline Wealth Partners
California
$3.32K +$3.17K +31 New
JSAM
670
J. Safra Asset Management
New York
$3.21K – – –
SSG
671
Summit Securities Group
New York
$3.1K +$920 +9 +45%
AFC
672
Ares Financial Consulting
California
$3K – – –
FAM
673
Fulcrum Asset Management
United Kingdom
$2.8K +$2.66K +26 New
HEIP
674
Hudson Edge Investment Partners
New Jersey
$2.57K +$2.45K +24 New
BWL
675
Bogart Wealth LLC
Virginia
$2.5K +$1.33K +13 +130%
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