Ticker: PDEC CUSIP: 45782C540 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Catalina Capital Group, LLC | 117,640 | $5,103 |
| RETIREMENT GUYS FORMULA LLC | 40,103 | $1,740 |
| Caprock Group, LLC | 259,763 | $11,269 |
| EVOLUTION WEALTH MANAGEMENT INC. | 4,309 | $187 |
| CASTLE WEALTH MANAGEMENT LLC | 7,096 | $308 |
| William Mack & Associates, Inc. | 4,760 | $206 |
| Cape Investment Advisory, Inc. | 5,200 | $226 |
| Integrity Advisory Solutions, LLC | 13,195 | $572 |
| Lineweaver Wealth Advisors, LLC | 12,979 | $563 |
| AssuredPartners Investment Advisors, LLC | 5,966 | $259 |
| Delta Investment Management, LLC | 5,818 | $252 |
| Galvin, Gaustad & Stein, LLC | 10,371 | $450 |
| Stratos Wealth Advisors, LLC | 10,948 | $475 |
| Goldstein Advisors, LLC | 4,679 | $203 |
| XML Financial, LLC | 5,810 | $252 |
| Atlantic Private Wealth, LLC | 877 | $38 |
| Ritter Daniher Financial Advisory LLC / DE | 2,485 | $108 |
| EVERMAY WEALTH MANAGEMENT LLC | 2,235 | $97 |
| INTEGRITY ALLIANCE, LLC. | 4,698 | $204 |
| SRS Capital Advisors, Inc. | 8,077 | $350 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Bellwether Advisors, LLC | 199,025 | 248,755 | +49,730 (+25.0%) |
| CORRADO ADVISORS, LLC | 71,283 | 79,075 | +7,792 (+10.9%) |
| Chris Bulman Inc | 41,330 | 57,698 | +16,368 (+39.6%) |
| Brookstone Capital Management | 164,244 | 840,921 | +676,677 (+412.0%) |
| First City Capital Management, Inc. | 4,925 | 22,480 | +17,555 (+356.4%) |
| GILL CAPITAL PARTNERS, LLC | 107,755 | 116,124 | +8,369 (+7.8%) |
| Pinnacle Wealth Management Group, Inc. | 67,240 | 72,255 | +5,015 (+7.5%) |
| BCS Wealth Management | 49,234 | 105,022 | +55,788 (+113.3%) |
| Blue Sky Capital Consultants Group, Inc. | 4,876 | 17,049 | +12,173 (+249.7%) |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 93,190 | 106,359 | +13,169 (+14.1%) |
| Compass Advisory Group LLC | 68,514 | 72,674 | +4,160 (+6.1%) |
| Clay Northam Wealth Management, LLC | 7,050 | 11,200 | +4,150 (+58.9%) |
| Focus Partners Wealth | 24,656 | 1,112,771 | +1,088,115 (+4413.2%) |
| Soltis Investment Advisors LLC | 251,780 | 264,142 | +12,362 (+4.9%) |
| Lakeridge Wealth Management LLC | 10,567 | 14,729 | +4,162 (+39.4%) |
| Diligent Investors, LLC | 62,928 | 66,056 | +3,128 (+5.0%) |
| MBL Wealth, LLC | 120,473 | 130,205 | +9,732 (+8.1%) |
| SILVER OAK SECURITIES, INCORPORATED | 8,935 | 25,735 | +16,800 (+188.0%) |
| CoreCap Advisors, LLC | 109,239 | 131,734 | +22,495 (+20.6%) |
| Capital Square, LLC | 5,131 | 7,336 | +2,205 (+43.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Noble Wealth Management PBC | 70,054 | 58,749 | -11,305 (-16.1%) |
| Crown Wealth Group, LLC | 52,494 | 5,224 | -47,270 (-90.0%) |
| CRA Financial Services, LLC | 163,623 | 135,214 | -28,409 (-17.4%) |
| SageView Advisory Group, LLC | 184,449 | 3,363 | -181,086 (-98.2%) |
| BROWN WEALTH MANAGEMENT, LLC | 30,336 | 11,292 | -19,044 (-62.8%) |
| MMA ASSET MANAGEMENT LLC | 24,922 | 12,470 | -12,452 (-50.0%) |
| KFG WEALTH MANAGEMENT, LLC | 97,578 | 78,722 | -18,856 (-19.3%) |
| Weaver Capital Management LLC | 78,634 | 68,667 | -9,967 (-12.7%) |
| Foundations Investment Advisors, LLC | 207,707 | 46,156 | -161,551 (-77.8%) |
| AMERIFLEX GROUP, INC. | 11,938 | 5,969 | -5,969 (-50.0%) |
| CYPRESS FINANCIAL PLANNING LLC | 13,515 | 6,837 | -6,678 (-49.4%) |
| Retirement Income Solutions, Inc | 38,677 | 29,708 | -8,969 (-23.2%) |
| Global Strategic Investment Solutions, LLC | 161,138 | 153,303 | -7,835 (-4.9%) |
| Castle Rock Wealth Management, LLC | 86,973 | 83,898 | -3,075 (-3.5%) |
| Southland Equity Partners LLC | 64,563 | 60,874 | -3,689 (-5.7%) |
| OSAIC HOLDINGS, INC. | 1,274,728 | 786,638 | -488,090 (-38.3%) |
| DHJJ Financial Advisors, Ltd. | 11,623 | 8,507 | -3,116 (-26.8%) |
| Firestone Capital Management | 10,119 | 5,164 | -4,955 (-49.0%) |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 40,183 | 25,348 | -14,835 (-36.9%) |
| ALLIANCEBERNSTEIN L.P. | 4,438,333 | 3,273,654 | -1,164,679 (-26.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| OLD MISSION CAPITAL LLC | 632,032 | $26,558 |
| Helium Advisors LLC | 13,250 | $557 |
| Kovitz Investment Group Partners, LLC | 1,071,452 | $45,022 |
| ORBA Wealth Advisors, L.L.C. | 8,500 | $357 |
| TOWNSQUARE CAPITAL LLC | 16,360 | $687 |
| Certified Advisory Corp | 27,633 | $1,161 |
| O'Connor Financial Group LLC | 6,904 | $290 |
| GWN SECURITIES INC. | 5,056 | $213 |
| Archer Investment Corp | 4,100 | $172 |
| GTS SECURITIES LLC | 16,789 | $705 |
| Evergreen Private Wealth LLC | 1,767 | $74 |
| Buckingham Strategic Partners | 19,472 | $831 |
| Strategic Blueprint, LLC | 4,947 | $208 |
| PRINCIPAL SECURITIES, INC. | 3,166 | $133 |
| ROYAL BANK OF CANADA | 1,592 | $67 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 880 | $37 |
| HRT FINANCIAL LP | 20,590 | $1 |