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Pinnacle West Capital
PNW

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
676
Fulcrum Asset Management
United Kingdom
$2.8K +$2.66K +26 New
HEIP
677
Hudson Edge Investment Partners
New Jersey
$2.57K +$2.45K +24 New
BWL
678
Bogart Wealth LLC
Virginia
$2.5K +$1.33K +13 +130%
AA
679
Addison Advisors
Vermont
$2.35K -$7.67K -75 -77%
AW
680
Ankerstar Wealth
Texas
$2.35K – – –
AT
681
Arlington Trust
Alabama
$2.35K – – –
KCM
682
Key Capital Management
Tennessee
$2.25K – – –
WTC
683
WhitTier Trust Company
Nevada
$2.17K -$8.18K -80 -80%
BHWM
684
Bay Harbor Wealth Management
Maryland
$2.14K -$205 -2 -9%
EWM
685
Evolution Wealth Management
Florida
$2.14K – – –
SWM
686
SHP Wealth Management
Massachusetts
$2.03K -$920 -9 -32%
DPW
687
DiNuzzo Private Wealth
Pennsylvania
$1.93K – – –
OCM
688
Osbon Capital Management
Massachusetts
$1.93K – – –
W
689
WealthCollab
Washington
$1.82K – – –
CPG
690
Cornerstone Planning Group
New Jersey
$1.81K – – –
ANBT
691
American National Bank & Trust
Texas
$1.71K – – –
SIM
692
Synergy Investment Management
Florida
$1.5K -$409 -4 -22%
AG
693
AmeriFlex Group
Nevada
$1.39K +$1.33K +13 New
RCM
694
Raleigh Capital Management
North Carolina
$1.3K – – –
AWM
695
Activest Wealth Management
Florida
$1.28K +$716 +7 +140%
MCA
696
Maryland Capital Advisors
Maryland
$1.28K +$1.23K +12 New
DF
697
Dunhill Financial
United Kingdom
$1.28K -$102 -1 -8%
SG
698
Sankala Group
Colorado
$1.2K – – –
CWP
699
Clark Wealth Partners
Illinois
$1.18K – – –
RF
700
Rossby Financial
Florida
$1.18K – – –
26 27
28
29 30