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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
651
Wiser Advisor Group
Arizona
$3.33K – – –
JFGIW
652
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.12K – – –
CA
653
Clearstead Advisors
Ohio
$3.02K -$35.1K -364 -92%
JSAM
654
J. Safra Asset Management
New York
$3.02K – – –
AFC
655
Ares Financial Consulting
California
$2.84K – – –
SWM
656
SHP Wealth Management
Massachusetts
$2.82K +$2.7K +28 New
AW
657
Ankerstar Wealth
Texas
$2.22K – – –
AT
658
Arlington Trust
Alabama
$2.22K +$2.12K +22 New
BHWM
659
Bay Harbor Wealth Management
Maryland
$2.22K +$1.16K +12 +120%
KCM
660
Key Capital Management
Tennessee
$2.12K +$2.03K +21 New
SSG
661
Summit Securities Group
New York
$2.02K -$15.2K -158 -89%
EWM
662
Evolution Wealth Management
Florida
$2.02K +$1.35K +14 +233%
TPWA
663
Twin Peaks Wealth Advisors
California
$2.02K +$1.93K +20 New
CFG
664
Clayton Financial Group
Missouri
$1.92K – – –
WA
665
Whipplewood Advisors
Colorado
$1.91K +$1.83K +19 New
BWA
666
Basecamp Wealth Advisors
Washington
$1.81K – – –
DPW
667
DiNuzzo Private Wealth
Pennsylvania
$1.81K – – –
OCM
668
Osbon Capital Management
Massachusetts
$1.81K – – –
SIM
669
Synergy Investment Management
Florida
$1.81K +$1.74K +18 New
CPG
670
Cornerstone Planning Group
New Jersey
$1.72K – – –
W
671
WealthCollab
Washington
$1.71K – – –
ANBT
672
American National Bank & Trust
Texas
$1.61K -$1.54K -16 -50%
LWMI
673
Legacy Wealth Management (Idaho)
Idaho
$1.61K +$1.54K +16 New
DF
674
Dunhill Financial
United Kingdom
$1.27K -$96 -1 -8%
RCM
675
Raleigh Capital Management
North Carolina
$1.21K +$1.16K +12 New
25 26
27
28 29