Ticker: PFI CUSIP: 46137V860 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| AlphaCore Capital LLC | 17,847 | $1,030 |
| Darwin Wealth Management, LLC | 598 | $35 |
| Kestra Advisory Services, LLC | 2,000 | $115 |
| Sound Income Strategies, LLC | 338 | $20 |
| BANK OF MONTREAL /CAN/ | 62 | $3 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Genesee Capital Advisors, LLC | 5,000 | 9,247 | +4,247 (+84.9%) |
| Trueblood Wealth Management, LLC | 6,977 | 7,405 | +428 (+6.1%) |
| IMC-Chicago, LLC | 25,483 | 32,256 | +6,773 (+26.6%) |
| Advisory Services Network, LLC | 6,914 | 7,683 | +769 (+11.1%) |
| ROYAL BANK OF CANADA | 5,351 | 5,854 | +503 (+9.4%) |
| RAYMOND JAMES FINANCIAL INC | 5,767 | 6,122 | +355 (+6.2%) |
| Cetera Investment Advisers | 4,891 | 5,116 | +225 (+4.6%) |
| JONES FINANCIAL COMPANIES LLLP | 2,266 | 2,448 | +182 (+8.0%) |
| WELLS FARGO & COMPANY/MN | 1 | 36 | +35 (+3500.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 269,825 | 246,469 | -23,356 (-8.7%) |
| SILVER OAK SECURITIES, INCORPORATED | 44,769 | 5,721 | -39,048 (-87.2%) |
| Laurel Wealth Advisors LLC | 9,425 | 4,367 | -5,058 (-53.7%) |
| GOLDMAN SACHS GROUP INC | 11,930 | 6,839 | -5,091 (-42.7%) |
| LPL Financial LLC | 28,207 | 24,193 | -4,014 (-14.2%) |
| MORGAN STANLEY | 35,709 | 32,051 | -3,658 (-10.2%) |
| CITADEL ADVISORS LLC | 7,449 | 5,558 | -1,891 (-25.4%) |
| AMERIPRISE FINANCIAL INC | 19,069 | 18,152 | -917 (-4.8%) |
| UBS Group AG | 12,001 | 11,502 | -499 (-4.2%) |
| Janney Montgomery Scott LLC | 98,587 | 90,903 | -7,684 (-7.8%) |
| Cambridge Investment Research Advisors, Inc. | 11,607 | 10,226 | -1,381 (-11.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,662 | $502 |
| CENTAURUS FINANCIAL, INC. | 1,925 | $0 |