Ticker: PKB CUSIP: 46137V779 Class: BUILDING & CONST
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Elm3 Financial Group, LLC | 5,724 | $530 |
| LEUTHOLD GROUP, LLC | 9,580 | $887 |
| Fifth Third Securities, Inc. | 5,942 | $550 |
| Sound Income Strategies, LLC | 3,616 | $367 |
| FOUNDERS FINANCIAL SECURITIES LLC | 2,630 | $243 |
| Arete Wealth Advisors, LLC | 4,246 | $0 |
| one8zero8, LLC | 335 | $31 |
| Quantinno Capital Management LP | 6,152 | $570 |
| Steward Partners Investment Advisory, LLC | 498 | $46 |
| Capital Investment Counsel, Inc | 14 | $1 |
| Wealth Watch Advisors, INC | 8 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Accel Wealth Management | 7,508 | 9,147 | +1,639 (+21.8%) |
| OneAscent Financial Services LLC | 3,547 | 4,808 | +1,261 (+35.6%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 64,467 | 73,650 | +9,183 (+14.2%) |
| JONES FINANCIAL COMPANIES LLLP | 20,093 | 29,463 | +9,370 (+46.6%) |
| RAYMOND JAMES FINANCIAL INC | 22,371 | 31,174 | +8,803 (+39.4%) |
| BANK OF AMERICA CORP /DE/ | 56,514 | 64,766 | +8,252 (+14.6%) |
| Cetera Investment Advisers | 60,654 | 62,062 | +1,408 (+2.3%) |
| ENVESTNET ASSET MANAGEMENT INC | 8,966 | 10,072 | +1,106 (+12.3%) |
| JANE STREET GROUP, LLC | 2,339 | 3,343 | +1,004 (+42.9%) |
| Sigma Planning Corp | 3,791 | 4,152 | +361 (+9.5%) |
| OSAIC HOLDINGS, INC. | 12,983 | 13,651 | +668 (+5.1%) |
| Global Retirement Partners, LLC | 920 | 1,203 | +283 (+30.8%) |
| Apollon Wealth Management, LLC | 2,442 | 2,690 | +248 (+10.2%) |
| Spire Wealth Management | 571 | 595 | +24 (+4.2%) |
| Tower Research Capital LLC (TRC) | 2 | 4 | +2 (+100.0%) |
| Janney Montgomery Scott LLC | 3,177 | 3,716 | +539 (+17.0%) |
| Cambridge Investment Research Advisors, Inc. | 9,542 | 10,041 | +499 (+5.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Fulcrum Equity Management | 10,862 | 3,716 | -7,146 (-65.8%) |
| Carr Financial Group Corp | 3,595 | 2,617 | -978 (-27.2%) |
| Copia Wealth Management | 478 | 125 | -353 (-73.8%) |
| Wealthcare Advisory Partners LLC | 9,953 | 5,716 | -4,237 (-42.6%) |
| LPL Financial LLC | 221,347 | 174,616 | -46,731 (-21.1%) |
| UBS Group AG | 66,043 | 17,569 | -48,474 (-73.4%) |
| ROYAL BANK OF CANADA | 38,029 | 22,095 | -15,934 (-41.9%) |
| Focus Financial Network, Inc. | 3,664 | 2,487 | -1,177 (-32.1%) |
| KKM Financial LLC | 3,843 | 3,651 | -192 (-5.0%) |
| PRIVATE TRUST CO NA | 1,128 | 586 | -542 (-48.0%) |
| HighTower Advisors, LLC | 13,864 | 8,878 | -4,986 (-36.0%) |
| MORGAN STANLEY | 107,383 | 101,407 | -5,976 (-5.6%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,639 | 2,355 | -2,284 (-49.2%) |
| AMERIPRISE FINANCIAL INC | 25,297 | 23,321 | -1,976 (-7.8%) |
| Peterson Wealth Services | 267 | 4 | -263 (-98.5%) |
| FRANKLIN RESOURCES INC | 811 | 67 | -744 (-91.7%) |
| MML INVESTORS SERVICES, LLC | 7,567 | 7,118 | -449 (-5.9%) |
| &PARTNERS | 4,961 | 4,731 | -230 (-4.6%) |
| EP Wealth Advisors, LLC | 6,855 | 6,741 | -114 (-1.7%) |
| HARBOUR INVESTMENTS, INC. | 155 | 104 | -51 (-32.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| WMG Financial Advisors, LLC | 3,616 | $346 |
| IBEX WEALTH ADVISORS | 9,031 | $863 |
| SILVER OAK SECURITIES, INCORPORATED | 2,338 | $224 |
| Urban Wealth Management, LLC | 200 | $7 |
| GPS Wealth Strategies Group, LLC | 387 | $37 |
| TFC Financial Management, Inc. | 200 | $19 |
| Advisory Services Network, LLC | 126 | $12 |
| PRINCIPAL SECURITIES, INC. | 68 | $7 |
| CITIGROUP INC | 1 | $0 |