Ticker: PWV CUSIP: 46137V738 Class: LARGE CAP VALUE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Stonebridge Wealth Management, LLC | 7,078 | $471 |
| CARY STREET PARTNERS FINANCIAL LLC | 31,650 | $2,105 |
| CAPITAL PERFORMANCE ADVISORS LLP | 5,825 | $387 |
| First Heartland Consultants, Inc. | 6,184 | $411 |
| YANKCOM Partnership | 1,077 | $72 |
| Cypress Capital Group | 3,047 | $203 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 14,440 | $961 |
| Concurrent Investment Advisors, LLC | 6,321 | $420 |
| Atria Investments, Inc | 5,867 | $390 |
| Fortitude Family Office, LLC | 468 | $31 |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,291 | $86 |
| Operose Advisors LLC | 259 | $17 |
| UBS ASSET MANAGEMENT AMERICAS INC | 1,719 | $114 |
| Motiv8 Investments LLC | 919 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Atlas Private Wealth Advisors | 220,281 | 233,148 | +12,867 (+5.8%) |
| Solutions 4 Wealth, Ltd | 5,244 | 9,747 | +4,503 (+85.9%) |
| IAG Wealth Partners, LLC | 316,933 | 323,838 | +6,905 (+2.2%) |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 63,837 | 67,414 | +3,577 (+5.6%) |
| AGH Wealth Advisors, LLC | 50,256 | 51,076 | +820 (+1.6%) |
| Strategic Investment Advisors / MI | 390 | 7,345 | +6,955 (+1783.3%) |
| Arkadios Wealth Advisors | 106,525 | 160,577 | +54,052 (+50.7%) |
| Farther Finance Advisors, LLC | 4,129 | 43,570 | +39,441 (+955.2%) |
| Regal Investment Advisors LLC | 133,371 | 135,666 | +2,295 (+1.7%) |
| SimpliFi, Inc. | 8,760 | 9,506 | +746 (+8.5%) |
| LPL Financial LLC | 1,529,382 | 1,845,579 | +316,197 (+20.7%) |
| RAYMOND JAMES FINANCIAL INC | 327,464 | 460,396 | +132,932 (+40.6%) |
| Garden State Investment Advisory Services LLC | 3,640 | 4,451 | +811 (+22.3%) |
| Private Advisor Group, LLC | 63,534 | 75,183 | +11,649 (+18.3%) |
| OSAIC HOLDINGS, INC. | 82,554 | 106,791 | +24,237 (+29.4%) |
| CULLEN/FROST BANKERS, INC. | 153,792 | 157,154 | +3,362 (+2.2%) |
| Cornerstone Wealth Management, LLC | 10,998 | 12,444 | +1,446 (+13.1%) |
| FLORIDA FINANCIAL ADVISORS, LLC | 3,397 | 3,776 | +379 (+11.2%) |
| Kestra Advisory Services, LLC | 143,707 | 149,756 | +6,049 (+4.2%) |
| JONES FINANCIAL COMPANIES LLLP | 5,509 | 15,020 | +9,511 (+172.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Wharton Business Group, LLC | 170,370 | 162,735 | -7,635 (-4.5%) |
| Philip James Wealth Mangement, LLC | 18,245 | 14,789 | -3,456 (-18.9%) |
| Fundamentum, LLC | 155,562 | 152,581 | -2,981 (-1.9%) |
| NESTEGG ADVISORS, INC. | 3,646 | 3,368 | -278 (-7.6%) |
| HOWARD WEALTH MANAGEMENT, LLC | 13,247 | 13,060 | -187 (-1.4%) |
| Ameritas Advisory Services, LLC | 17,597 | 15,395 | -2,202 (-12.5%) |
| Spire Wealth Management | 33,459 | 30,699 | -2,760 (-8.2%) |
| GOLDMAN SACHS GROUP INC | 34,135 | 9,814 | -24,321 (-71.2%) |
| JNBA Financial Advisors | 19,359 | 18,718 | -641 (-3.3%) |
| Institute for Wealth Management, LLC. | 14,315 | 13,742 | -573 (-4.0%) |
| Mariner, LLC | 18,524 | 9,850 | -8,674 (-46.8%) |
| CAPTRUST FINANCIAL ADVISORS | 104,877 | 98,643 | -6,234 (-5.9%) |
| Rockefeller Capital Management L.P. | 136,764 | 133,117 | -3,647 (-2.7%) |
| Waverly Advisors, LLC | 18,593 | 16,492 | -2,101 (-11.3%) |
| AQR CAPITAL MANAGEMENT LLC | 12,148 | 7,664 | -4,484 (-36.9%) |
| JPMORGAN CHASE & CO | 50,852 | 46,246 | -4,606 (-9.1%) |
| Prospera Financial Services Inc | 7,398 | 6,058 | -1,340 (-18.1%) |
| Parker Financial LLC | 6,429 | 6,328 | -101 (-1.6%) |
| Baird Financial Group, Inc. | 34,774 | 32,253 | -2,521 (-7.2%) |
| NBC SECURITIES, INC. | 1,115 | 650 | -465 (-41.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Main Street Financial Solutions, LLC | 39,322 | $2,564 |
| TWO SIGMA INVESTMENTS, LP | 22,500 | $1,467 |
| AMERIPRISE FINANCIAL INC | 7,397 | $501 |
| Advisory Services Network, LLC | 525 | $34 |
| ASSETMARK, INC | 413 | $27 |
| HRT FINANCIAL LP | 13,273 | $1 |