Ticker: PFFV CUSIP: 37954Y376 Class: RATE PREFERRED
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| BENJAMIN EDWARDS INC | 139,154 | $3,092 |
| DEARBORN PARTNERS LLC | 22,903 | $509 |
| Glassman Wealth Services | 2,192 | $49 |
| FLAGSHIP HARBOR ADVISORS, LLC | 3,900 | $87 |
| CITADEL ADVISORS LLC | 37,613 | $836 |
| Triumph Capital Management | 1,000 | $22 |
| Bank of New York Mellon Corp | 10,709 | $238 |
| ROYAL BANK OF CANADA | 7,065 | $157 |
| Kestra Advisory Services, LLC | 3,622 | $80 |
| UBS Group AG | 2,054 | $46 |
| HRT FINANCIAL LP | 22,759 | $1 |
| SageView Advisory Group, LLC | 70 | $2 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Investment Partners Asset Management, Inc. | 209,121 | 234,301 | +25,180 (+12.0%) |
| Leslie Global Wealth, LLC | 158,080 | 169,352 | +11,272 (+7.1%) |
| Comprehensive Money Management Services LLC | 60,863 | 62,753 | +1,890 (+3.1%) |
| INTEGRAL INVESTMENT ADVISORS, INC. | 102,953 | 110,452 | +7,499 (+7.3%) |
| Texas Yale Capital Corp. | 17,363 | 31,834 | +14,471 (+83.3%) |
| MORGAN STANLEY | 1,892,062 | 2,173,299 | +281,237 (+14.9%) |
| Rockefeller Capital Management L.P. | 78,418 | 128,997 | +50,579 (+64.5%) |
| LPL Financial LLC | 234,424 | 261,711 | +27,287 (+11.6%) |
| BANK OF AMERICA CORP /DE/ | 104,249 | 129,675 | +25,426 (+24.4%) |
| WEST MICHIGAN ADVISORS, LLC | 24,699 | 25,197 | +498 (+2.0%) |
| Centurion Wealth Management LLC | 13,738 | 14,260 | +522 (+3.8%) |
| HARBOUR INVESTMENTS, INC. | 13,532 | 15,746 | +2,214 (+16.4%) |
| COMERICA BANK | 31,506 | 35,174 | +3,668 (+11.6%) |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 11,900 | 12,765 | +865 (+7.3%) |
| RAYMOND JAMES FINANCIAL INC | 65,848 | 68,367 | +2,519 (+3.8%) |
| SBI Securities Co., Ltd. | 32,042 | 32,853 | +811 (+2.5%) |
| Janney Montgomery Scott LLC | 328,052 | 369,246 | +41,194 (+12.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Ironsides Asset Advisors, LLC | 287,455 | 258,059 | -29,396 (-10.2%) |
| Bedel Financial Consulting, Inc. | 216,931 | 188,064 | -28,867 (-13.3%) |
| Princeton Global Asset Management LLC | 95,884 | 90,153 | -5,731 (-6.0%) |
| HOWARD WEALTH MANAGEMENT, LLC | 12,847 | 10,180 | -2,667 (-20.8%) |
| Cetera Investment Advisers | 477,609 | 43,233 | -434,376 (-90.9%) |
| ENVESTNET ASSET MANAGEMENT INC | 519,963 | 88,871 | -431,092 (-82.9%) |
| OSAIC HOLDINGS, INC. | 188,939 | 105,634 | -83,305 (-44.1%) |
| PRIVATE TRUST CO NA | 9,651 | 5,621 | -4,030 (-41.8%) |
| Prospera Financial Services Inc | 23,374 | 13,900 | -9,474 (-40.5%) |
| Creative Planning | 219,492 | 167,782 | -51,710 (-23.6%) |
| CreativeOne Wealth, LLC | 23,083 | 16,525 | -6,558 (-28.4%) |
| Joseph P. Lucia & Associates, LLC | 12,391 | 11,826 | -565 (-4.6%) |
| Farther Finance Advisors, LLC | 29,200 | 25,050 | -4,150 (-14.2%) |
| NewEdge Advisors, LLC | 22,162 | 20,746 | -1,416 (-6.4%) |
| Stratos Wealth Partners, LTD. | 26,316 | 25,571 | -745 (-2.8%) |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 839 | 393 | -446 (-53.2%) |
| SEGALL BRYANT & HAMILL, LLC | 10,608 | 10,084 | -524 (-4.9%) |
| Corient Private Wealth LLC | 10,699 | 10,384 | -315 (-2.9%) |
| Cambridge Investment Research Advisors, Inc. | 238,030 | 218,978 | -19,052 (-8.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| AXS Investments LLC | 179,841 | $4,158 |
| Columbus Macro, LLC | 439,536 | $10,162 |
| Firestone Capital Management | 8,885 | $205 |
| North Capital, Inc. | 1,905 | $44 |
| JPMORGAN CHASE & CO | 17,806 | $412 |
| STIFEL FINANCIAL CORP | 11,641 | $269 |
| WELLS FARGO & COMPANY/MN | 1,500 | $35 |
| Ameritas Advisory Services, LLC | 510 | $12 |
| PRINCIPAL SECURITIES, INC. | 234 | $5 |
| Wealthspire Advisors, LLC | 51 | $1 |