Ticker: PDP CUSIP: 46137V837 Class: DORSEY WRIGHT MO
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Lloyd Advisory Services, LLC. | 11,865 | $1,381 |
| AlphaCore Capital LLC | 3,830 | $446 |
| Vise Technologies, Inc. | 3,146 | $366 |
| Kingdom Financial Group LLC. | 328 | $38 |
| CreativeOne Wealth, LLC | 1,871 | $218 |
| MGO ONE SEVEN LLC | 1,969 | $229 |
| Apollon Wealth Management, LLC | 2,016 | $235 |
| Operose Advisors LLC | 275 | $32 |
| Capital Investment Counsel, Inc | 392 | $46 |
| Quantinno Capital Management LP | 4,524 | $527 |
| AQR CAPITAL MANAGEMENT LLC | 3,057 | $356 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 266 | $31 |
| Ritter Daniher Financial Advisory LLC / DE | 130 | $15 |
| SageView Advisory Group, LLC | 257 | $30 |
| UBS ASSET MANAGEMENT AMERICAS INC | 490 | $57 |
| Legacy Wealth Managment, LLC/ID | 8 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| &PARTNERS | 14,931 | 41,800 | +26,869 (+180.0%) |
| Rockefeller Capital Management L.P. | 102,393 | 151,288 | +48,895 (+47.8%) |
| Summit Financial, LLC | 211,927 | 215,035 | +3,108 (+1.5%) |
| AE Wealth Management LLC | 2,183 | 14,111 | +11,928 (+546.4%) |
| STIFEL FINANCIAL CORP | 218,237 | 257,673 | +39,436 (+18.1%) |
| Frazier Financial Advisors, LLC | 174 | 341 | +167 (+96.0%) |
| MML INVESTORS SERVICES, LLC | 44,000 | 53,989 | +9,989 (+22.7%) |
| BNP PARIBAS ARBITRAGE, SA | 20,000 | 40,000 | +20,000 (+100.0%) |
| LPL Financial LLC | 329,955 | 350,205 | +20,250 (+6.1%) |
| RAYMOND JAMES FINANCIAL INC | 491,106 | 507,687 | +16,581 (+3.4%) |
| Spire Wealth Management | 2,319 | 3,404 | +1,085 (+46.8%) |
| UBS Group AG | 177,016 | 192,339 | +15,323 (+8.7%) |
| PFG Investments, LLC | 21,307 | 21,830 | +523 (+2.5%) |
| Focus Partners Wealth | 9,391 | 15,972 | +6,581 (+70.1%) |
| Keystone Financial Group | 2,001 | 2,367 | +366 (+18.3%) |
| AMERIPRISE FINANCIAL INC | 111,898 | 113,426 | +1,528 (+1.4%) |
| Merit Financial Group, LLC | 6,129 | 6,623 | +494 (+8.1%) |
| JONES FINANCIAL COMPANIES LLLP | 3,251 | 3,845 | +594 (+18.3%) |
| Equitable Holdings, Inc. | 8,457 | 8,845 | +388 (+4.6%) |
| Snowden Capital Advisors LLC | 15,428 | 15,608 | +180 (+1.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| NewSquare Capital LLC | 307,398 | 205,401 | -101,997 (-33.2%) |
| Tradition Wealth Management, LLC | 60,489 | 51,480 | -9,009 (-14.9%) |
| MTM Investment Management, LLC | 29,742 | 29,423 | -319 (-1.1%) |
| Institute for Wealth Management, LLC. | 45,193 | 43,067 | -2,126 (-4.7%) |
| Claris Financial LLC | 3,126 | 2,506 | -620 (-19.8%) |
| Prospera Financial Services Inc | 173,611 | 165,161 | -8,450 (-4.9%) |
| CALTON & ASSOCIATES, INC. | 21,371 | 20,201 | -1,170 (-5.5%) |
| MorganRosel Wealth Management, LLC | 22,115 | 21,790 | -325 (-1.5%) |
| Farther Finance Advisors, LLC | 41,589 | 30,340 | -11,249 (-27.0%) |
| PACIFIC SUN FINANCIAL CORP | 2,892 | 2,642 | -250 (-8.6%) |
| B. Riley Wealth Advisors, Inc. | 28,882 | 27,245 | -1,637 (-5.7%) |
| GOLDEN ROAD ADVISORS LLC | 3,416 | 3,235 | -181 (-5.3%) |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 35,208 | 34,064 | -1,144 (-3.2%) |
| NWF Advisory Services Inc. | 3,898 | 3,028 | -870 (-22.3%) |
| Founders Financial Alliance, LLC | 1,378 | 814 | -564 (-40.9%) |
| BANK OF AMERICA CORP /DE/ | 440,242 | 340,691 | -99,551 (-22.6%) |
| Onyx Bridge Wealth Group LLC | 3,360 | 2,765 | -595 (-17.7%) |
| WELLS FARGO & COMPANY/MN | 450,191 | 432,067 | -18,124 (-4.0%) |
| Savant Capital, LLC | 138,040 | 135,575 | -2,465 (-1.8%) |
| JPMORGAN CHASE & CO | 104,226 | 86,693 | -17,533 (-16.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Kiker Wealth Management, LLC | 5,387 | $636 |
| Harvest Investment Services, LLC | 9,523 | $1,124 |
| Rede Wealth, LLC | 3,519 | $415 |
| Capital Wealth Alliance, LLC | 2,245 | $264 |
| WORLD EQUITY GROUP, INC. | 2,924 | $345 |
| SMITH, MOORE & CO. | 2,125 | $251 |
| Tortoise Investment Management, LLC | 1,000 | $118 |
| IHT Wealth Management, LLC | 2,136 | $252 |
| Tower Research Capital LLC (TRC) | 1,888 | $223 |
| GOLDMAN SACHS GROUP INC | 27,670 | $3,267 |
| CITADEL ADVISORS LLC | 10,183 | $1,202 |
| Ameritas Advisory Services, LLC | 671 | $79 |
| Advisory Services Network, LLC | 1,426 | $168 |
| Kovitz Investment Group Partners, LLC | 1,842 | $217 |
| CAPTRUST FINANCIAL ADVISORS | 2,739 | $323 |
| JANE STREET GROUP, LLC | 3,310 | $391 |
| Truvestments Capital LLC | 181 | $21 |
| Bank of New York Mellon Corp | 1,701 | $201 |
| Abound Wealth Management | 80 | $9 |
| Russell Investments Group, Ltd. | 295 | $35 |