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Top News In Pinnacle Private Wealth Today - Breaking & Trending Today

RIA Roundup: DayMark Wealth Partners Doubles AUM with Wells Fargo Grab

Ex-Goldman Sachs execs are joining a new RIA, Hightower's investing in a $1 billion Wash.-based RIA, and Captrust is acquiring a $538 million firm. ....

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Pinnacle Private Wealth goes indie with Commonwealth

Commonwealth said Pinnacle Private Wealth, a firm that managed $200 million at Associated Investment Services, is joining Commonwealth. ....

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Raymond James Financial Services Advisors Inc. Acquires 12,138 Shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT)

Raymond James Financial Services Advisors Inc. grew its holdings in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Get Rating) by 15.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 89,313 shares of the company’s stock after buying an additional 12,138 shares during […] ....

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Kore Private Wealth LLC Buys 3,105 Shares of iShares U.S. Energy ETF (NYSEARCA:IYE)

Kore Private Wealth LLC boosted its position in shares of iShares U.S. Energy ETF (NYSEARCA:IYE – Get Rating) by 7.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 42,930 shares of the company’s stock after purchasing an additional 3,105 […] ....

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Pinnacle Private Wealth LLC Sells 70,692 Shares of Apple Inc. (NASDAQ:AAPL)

Pinnacle Private Wealth LLC reduced its stake in Apple Inc. (NASDAQ:AAPL – Get Rating) by 23.8% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 226,414 shares of the iPhone maker’s stock after selling 70,692 shares during the period. Apple comprises […] ....

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