Ticker: PKW CUSIP: 46137V308 Class: BUYBACK ACHIEV
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Stegent Equity Advisors, Inc. | 14,045 | $1,886 |
| Hyundai Investments Co., Ltd. | 3,762 | $509 |
| Osbon Capital Management LLC | 3,124 | $420 |
| Navis Wealth Advisors, LLC | 1,500 | $201 |
| Total Clarity Wealth Management, Inc. | 2,311 | $310 |
| Tactive Advisors, LLC | 1,653 | $222 |
| Vertex Planning Partners, LLC | 1,500 | $201 |
| Mount Yale Investment Advisors, LLC | 4,331 | $582 |
| Dana Investment Advisors, Inc. | 5,403 | $726 |
| SteelPeak Wealth, LLC | 4,101 | $551 |
| CHESAPEAKE ASSET MANAGEMENT LLC | 250 | $34 |
| Western Wealth Management, LLC | 1,827 | $245 |
| Vestmark Advisory Solutions, Inc. | 4,331 | $582 |
| INTEGRITY ALLIANCE, LLC. | 1,701 | $228 |
| Kohmann Bosshard Financial Services, LLC | 800 | $107 |
| EP Wealth Advisors, LLC | 6,000 | $806 |
| Focus Partners Wealth | 16,101 | $2,163 |
| Concurrent Investment Advisors, LLC | 3,054 | $410 |
| Retirement Planning Group, LLC | 1,513 | $203 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 649 | $87 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Triton Wealth Management, PLLC | 10,659 | 70,934 | +60,275 (+565.5%) |
| Smart Portfolios, LLC | 18,397 | 22,750 | +4,353 (+23.7%) |
| Curtis Advisory Group, LLC | 78,060 | 81,820 | +3,760 (+4.8%) |
| Hudock, Inc. | 20,356 | 41,793 | +21,437 (+105.3%) |
| Kendall Capital Management | 3,647 | 8,082 | +4,435 (+121.6%) |
| H&H Retirement Design & Management INC | 11,837 | 12,369 | +532 (+4.5%) |
| Cornerstone Wealth Management, LLC | 20,897 | 29,640 | +8,743 (+41.8%) |
| Koshinski Asset Management, Inc. | 68,595 | 70,184 | +1,589 (+2.3%) |
| PACIFIC SUN FINANCIAL CORP | 15,266 | 15,421 | +155 (+1.0%) |
| Nova Wealth Management, Inc. | 943 | 1,303 | +360 (+38.2%) |
| Key Client Fiduciary Advisors, LLC | 3,758 | 4,327 | +569 (+15.1%) |
| Breakwater Capital Group | 20,172 | 20,500 | +328 (+1.6%) |
| Cetera Investment Advisers | 35,968 | 57,610 | +21,642 (+60.2%) |
| LPL Financial LLC | 423,187 | 463,308 | +40,121 (+9.5%) |
| WELLS FARGO & COMPANY/MN | 334,903 | 372,416 | +37,513 (+11.2%) |
| Kestra Advisory Services, LLC | 25,592 | 31,741 | +6,149 (+24.0%) |
| Waverly Advisors, LLC | 45,737 | 48,893 | +3,156 (+6.9%) |
| BANK OF AMERICA CORP /DE/ | 824,794 | 865,959 | +41,165 (+5.0%) |
| Prime Capital Investment Advisors, LLC | 45,065 | 46,947 | +1,882 (+4.2%) |
| RAYMOND JAMES FINANCIAL INC | 212,887 | 226,646 | +13,759 (+6.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Pacific Wealth Strategies Group, Inc. | 79,297 | 21,252 | -58,045 (-73.2%) |
| Legacy Capital Wealth Partners, LLC | 64,552 | 58,755 | -5,797 (-9.0%) |
| Collaborative Wealth Managment Inc. | 7,474 | 6,959 | -515 (-6.9%) |
| Del-Sette Capital Management, LLC | 6,611 | 6,417 | -194 (-2.9%) |
| NewEdge Advisors, LLC | 36,818 | 18,813 | -18,005 (-48.9%) |
| UPTICK PARTNERS, LLC | 10,082 | 9,782 | -300 (-3.0%) |
| PFG Advisors | 4,250 | 2,125 | -2,125 (-50.0%) |
| S.A. Mason LLC | 6,841 | 6,721 | -120 (-1.8%) |
| Avantra Family Wealth, Inc. | 3,057 | 2,961 | -96 (-3.1%) |
| Fortis Group Advisors, LLC | 19,878 | 19,678 | -200 (-1.0%) |
| Destiny Wealth Partners, LLC | 9,000 | 8,618 | -382 (-4.2%) |
| UBS Group AG | 137,398 | 111,345 | -26,053 (-19.0%) |
| Tempus Wealth Planning, LLC | 11,057 | 10,944 | -113 (-1.0%) |
| FLAGSHIP HARBOR ADVISORS, LLC | 18,971 | 18,334 | -637 (-3.4%) |
| Essex Financial Services, Inc. | 16,604 | 16,152 | -452 (-2.7%) |
| Bank of New York Mellon Corp | 24,274 | 10,264 | -14,010 (-57.7%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 58,418 | 49,129 | -9,289 (-15.9%) |
| TBH Global Asset Management, LLC | 6,654 | 6,487 | -167 (-2.5%) |
| Regal Investment Advisors LLC | 3,108 | 2,575 | -533 (-17.1%) |
| Ethos Financial Group, LLC | 4,709 | 4,334 | -375 (-8.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Elevation Capital Advisory, LLC | 61,388 | $8,133 |
| Fortitude Financial, LLC | 25,272 | $3,048 |
| WIN ADVISORS, INC | 34,512 | $4,572 |
| Hershey Financial Advisers, LLC | 13,206 | $1,750 |
| Park Edge Advisors, LLC | 16,200 | $2,146 |
| WealthBridge Capital Management, LLC | 9,921 | $1,314 |
| VISTA INVESTMENT PARTNERS II, LLC | 3,149 | $417 |
| Runnymede Capital Advisors, Inc. | 1,840 | $244 |
| National Wealth Management Group, LLC | 2,710 | $359 |
| SILVER OAK SECURITIES, INCORPORATED | 9,091 | $1,204 |
| Kovitz Investment Group Partners, LLC | 14,318 | $1,897 |
| TWO SIGMA INVESTMENTS, LP | 33,000 | $4,372 |
| GSA CAPITAL PARTNERS LLP | 3,437 | $0 |
| Integrated Wealth Concepts LLC | 6,425 | $851 |
| Main Street Group, LTD | 361 | $48 |
| StoneX Group Inc. | 1,705 | $226 |
| Freestone Capital Holdings, LLC | 2,000 | $265 |
| GPS Wealth Strategies Group, LLC | 432 | $57 |
| CARDIFF PARK ADVISORS, LLC | 600 | $79 |
| GOLDMAN SACHS GROUP INC | 10,867 | $1,440 |