Ticker: PFF CUSIP: 464288687 Class: PFD AND INCM SEC
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Victrix Investment Advisors | 93,406 | $2,892 |
| Alpha Financial Partners, LLC | 40,488 | $1,254 |
| Sage Investment Advisers LLC | 28,578 | $885 |
| Whalen Wealth Management Inc. | 30,649 | $949 |
| BROOKS, MOORE & ASSOCIATES, INC. | 29,100 | $901 |
| MINDSET WEALTH MANAGEMENT, LLC | 25,065 | $776 |
| Gallacher Capital Management LLC | 13,534 | $419 |
| Proficio Capital Partners LLC | 54,205 | $1,678 |
| Headlands Technologies LLC | 36,372 | $1,126 |
| Ransom Advisory, Ltd | 7,400 | $229 |
| Argentarii, LLC | 7,340 | $227 |
| McElhenny Sheffield Capital Management, LLC | 8,905 | $276 |
| GTS SECURITIES LLC | 38,660 | $1,197 |
| Peak Retirement Planning, Inc. | 6,653 | $206 |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 9,110 | $282 |
| Signal Advisors Wealth, LLC | 15,822 | $490 |
| Vestmark Advisory Solutions, Inc. | 65,097 | $2,015 |
| BRASADA CAPITAL MANAGEMENT, LP | 8,069 | $252 |
| NOVARE CAPITAL MANAGEMENT LLC | 15,987 | $495 |
| Fortis Capital Advisors, LLC | 7,948 | $246 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Risk Paradigm Group, LLC | 40,935 | 187,360 | +146,425 (+357.7%) |
| BARD ASSOCIATES INC | 469,290 | 693,974 | +224,684 (+47.9%) |
| Mountain Hill Investment Partners Corp. | 216,526 | 295,401 | +78,875 (+36.4%) |
| SWAN Capital LLC | 357,859 | 409,140 | +51,281 (+14.3%) |
| Cornerstone Financial Group, LLC /NE/ | 172,766 | 191,864 | +19,098 (+11.1%) |
| Winthrop Partners - WNY, LLC | 61,840 | 102,181 | +40,341 (+65.2%) |
| Post Resch Tallon Group Inc. | 63,501 | 84,827 | +21,326 (+33.6%) |
| Fortress Financial Solutions, LLC | 178,728 | 185,096 | +6,368 (+3.6%) |
| Houlihan Financial Resource Group, Ltd. | 58,350 | 113,861 | +55,511 (+95.1%) |
| Ballast, Inc. | 396,927 | 415,371 | +18,444 (+4.6%) |
| Sagace Wealth Management LLC | 137,540 | 144,338 | +6,798 (+4.9%) |
| Northside Capital Management, LLC | 472,886 | 628,822 | +155,936 (+33.0%) |
| Infinity Wealth Counsel, LLC | 67,979 | 78,299 | +10,320 (+15.2%) |
| FIRST INTERSTATE BANK | 2,872,073 | 2,906,297 | +34,224 (+1.2%) |
| WJ Financial Advisors LLC | 92,908 | 95,590 | +2,682 (+2.9%) |
| GDS Wealth Management | 839,733 | 948,814 | +109,081 (+13.0%) |
| Kentucky Trust Co | 187,086 | 190,071 | +2,985 (+1.6%) |
| COLLECTIVE FAMILY OFFICE LLC | 316,556 | 329,756 | +13,200 (+4.2%) |
| Platform Technology Partners | 19,264 | 96,454 | +77,190 (+400.7%) |
| KEYNOTE FINANCIAL SERVICES LLC | 17,488 | 45,620 | +28,132 (+160.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Bramshill Investments, LLC | 6,238,662 | 2,116,859 | -4,121,803 (-66.1%) |
| Capital Square, LLC | 408,697 | 29,371 | -379,326 (-92.8%) |
| Crabel Capital Management, LLC | 111,937 | 51,402 | -60,535 (-54.1%) |
| REDMONT WEALTH ADVISORS LLC | 108,043 | 70,472 | -37,571 (-34.8%) |
| Insight Wealth Strategies, LLC | 901,080 | 575,043 | -326,037 (-36.2%) |
| CHESAPEAKE CAPITAL CORP /IL/ | 83,457 | 40,663 | -42,794 (-51.3%) |
| Frisch Financial Group, Inc. | 290,605 | 146,824 | -143,781 (-49.5%) |
| SeaBridge Investment Advisors LLC | 601,986 | 517,870 | -84,116 (-14.0%) |
| Boreal Capital Management LLC | 51,108 | 14,597 | -36,511 (-71.4%) |
| Summit Financial Wealth Advisors, LLC | 737,716 | 700,509 | -37,207 (-5.0%) |
| Emergent Wealth Advisors, LLC | 102,935 | 75,722 | -27,213 (-26.4%) |
| Yorktown Management & Research Co Inc | 65,000 | 40,000 | -25,000 (-38.5%) |
| OAK FAMILY ADVISORS, LLC | 135,760 | 24,008 | -111,752 (-82.3%) |
| Intrepid Financial Planning Group LLC | 153,838 | 118,737 | -35,101 (-22.8%) |
| Crown Oak Advisors, LLC | 130,000 | 106,543 | -23,457 (-18.0%) |
| Jackson, Grant Investment Advisers, Inc. | 164,731 | 131,784 | -32,947 (-20.0%) |
| Montis Financial, LLC | 179,978 | 113,251 | -66,727 (-37.1%) |
| Peoples Bank/KS | 85,050 | 82,315 | -2,735 (-3.2%) |
| BANTA ASSET MANAGEMENT LP | 25,860 | 13,590 | -12,270 (-47.4%) |
| Cannon Wealth Management Services, LLC | 57,078 | 46,514 | -10,564 (-18.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Edge Wealth Management LLC | 1,144,329 | $36,184 |
| Price Capital Management, Inc. | 102,480 | $3,240 |
| CABANA LLC | 20,545 | $650 |
| Townsend & Associates, Inc | 1,037,219 | $32,579 |
| CAMPBELL CAPITAL MANAGEMENT INC | 265,725 | $8,402 |
| Logan Stone Capital, LLC | 186,186 | $5,887 |
| Econ Financial Services Corp | 80,353 | $2,541 |
| SYKON CAPITAL LLC | 103,487 | $3,272 |
| Bouvel Investment Partners, LLC | 110,388 | $3,490 |
| 10Elms LLP | 14,114 | $446 |
| LGT Financial Advisors LLC | 4,653 | $147 |
| FAGAN ASSOCIATES, INC. | 67,623 | $2,138 |
| South Shore Capital Advisors | 6,433 | $204 |
| FSC Wealth Advisors, LLC | 12,708 | $402 |
| Strategic Financial Concepts, LLC | 30,587 | $967 |
| Bank & Trust Co | 9,374 | $296 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 13,800 | $436 |
| Curran Financial Partners, LLC | 29,215 | $924 |
| Westshore Wealth, LLC | 13,532 | $428 |
| Flywheel Private Wealth LLC | 6,820 | $216 |