Ticker: PVI CUSIP: 46138G862 Class: FLOATING RATE MU
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 113,160 | $2,820 |
| Wealthcare Advisory Partners LLC | 79,297 | $1,976 |
| FLAGSHIP HARBOR ADVISORS, LLC | 49,613 | $1,236 |
| LPL Financial LLC | 42,684 | $1,064 |
| Janney Capital Management LLC | 40,143 | $1 |
| Foundations Investment Advisors, LLC | 37,710 | $940 |
| MORGAN STANLEY | 35,114 | $875 |
| Cetera Investment Advisers | 27,750 | $692 |
| OSAIC HOLDINGS, INC. | 22,482 | $560 |
| Avior Wealth Management, LLC | 18,329 | $457 |
| SimpliFi, Inc. | 12,184 | $304 |
| RAYMOND JAMES FINANCIAL INC | 11,510 | $287 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 11,341 | $283 |
| Private Advisor Group, LLC | 9,373 | $234 |
| WealthBridge Capital Management, LLC | 9,023 | $225 |
| Net Worth Advisory Group | 8,420 | $210 |
| Mechanics Financial Corp | 1,700 | $42 |
| Hurley Capital, LLC | 1,082 | $27 |
| US BANCORP \DE\ | 1,067 | $27 |
| Rockefeller Capital Management L.P. | 248 | $6 |
| Olistico Wealth, LLC | 100 | $2 |
| WELLS FARGO & COMPANY/MN | 1 | $0 |
| Total (22 institutions) | 532,331 | $12,266 |