Ticker: PBD CUSIP: 46138G847 Class: GBL CLEAN ENRG
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Nilsine Partners, LLC | 91,821 | $1,477 |
| Wellington Shields & Co., LLC | 25,807 | $415 |
| MinichMacGregor Wealth Management, LLC | 21,982 | $354 |
| HighTower Advisors, LLC | 1,917,933 | $30,845 |
| Hennion & Walsh Asset Management, Inc. | 37,850 | $609 |
| Prospera Financial Services Inc | 23,094 | $372 |
| Private Advisor Group, LLC | 26,884 | $432 |
| ENVESTNET ASSET MANAGEMENT INC | 62,435 | $1,004 |
| Ritter Daniher Financial Advisory LLC / DE | 1,550 | $25 |
| Cetera Investment Advisers | 17,438 | $280 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5,706 | $92 |
| Kestra Advisory Services, LLC | 1,335 | $21 |
| Millstone Evans Group, LLC | 235 | $4 |
| Atlantic Union Bankshares Corp | 479 | $8 |
| Sound Income Strategies, LLC | 109 | $2 |
| Cambridge Investment Research Advisors, Inc. | 31,659 | $1 |
| COMERICA BANK | 36 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| MORGAN STANLEY | 124,394 | 1,187,100 | +1,062,706 (+854.3%) |
| RAYMOND JAMES FINANCIAL INC | 17,267 | 386,143 | +368,876 (+2136.3%) |
| STIFEL FINANCIAL CORP | 18,618 | 169,828 | +151,210 (+812.2%) |
| ROYAL BANK OF CANADA | 11,822 | 342,688 | +330,866 (+2798.7%) |
| LPL Financial LLC | 60,553 | 218,412 | +157,859 (+260.7%) |
| UBS Group AG | 36,615 | 163,790 | +127,175 (+347.3%) |
| Johnson Financial Group, LLC | 18,781 | 22,306 | +3,525 (+18.8%) |
| WELLS FARGO & COMPANY/MN | 17,925 | 56,017 | +38,092 (+212.5%) |
| AMERIPRISE FINANCIAL INC | 105,236 | 122,211 | +16,975 (+16.1%) |
| OSAIC HOLDINGS, INC. | 14,725 | 19,562 | +4,837 (+32.8%) |
| Harel Insurance Investments & Financial Services Ltd. | 107,615 | 132,832 | +25,217 (+23.4%) |
| CITIGROUP INC | 3,958 | 4,075 | +117 (+3.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| JANE STREET GROUP, LLC | 60,504 | 33,043 | -27,461 (-45.4%) |
| Global View Capital Management LLC | 56,209 | 55,442 | -767 (-1.4%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 77,032 | 56,490 | -20,542 (-26.7%) |
| Financial Engines Advisors L.L.C. | 59,247 | 50,176 | -9,071 (-15.3%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,450 | 450 | -6,000 (-93.0%) |
| AE Wealth Management LLC | 4,393 | 4 | -4,389 (-99.9%) |
| Federation des caisses Desjardins du Quebec | 2,765 | 1,984 | -781 (-28.2%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 18,834 | 17,677 | -1,157 (-6.1%) |
| JONES FINANCIAL COMPANIES LLLP | 11,820 | 11,633 | -187 (-1.6%) |
| Colorado Capital Management, Inc. | 16,374 | 15,639 | -735 (-4.5%) |
| Rockefeller Capital Management L.P. | 438 | 432 | -6 (-1.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| IHT Wealth Management, LLC | 34,460 | $519 |
| Urban Wealth Management, LLC | 250 | $5 |
| GPS Wealth Strategies Group, LLC | 1,460 | $22 |
| Wealthspire Advisors, LLC | 7,371 | $111 |
| BANK OF AMERICA CORP /DE/ | 4,077 | $61 |
| Advisory Services Network, LLC | 480 | $7 |
| NewEdge Advisors, LLC | 252 | $4 |
| SIMPLEX TRADING, LLC | 144 | $0 |