Ticker: PSH CUSIP: 69344A784 Class: SHRT DUR HGH YLD
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Crumly & Associates Inc. | 107,883 | $5,434 |
| MGO ONE SEVEN LLC | 97,532 | $4,912 |
| KERR FINANCIAL PLANNING Corp | 1,204 | $20 |
| Farther Finance Advisors, LLC | 2,728 | $137 |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,129 | $57 |
| BANK OF AMERICA CORP /DE/ | 277 | $14 |
| UBS Group AG | 134 | $7 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Lakeshore Financial Planning, Inc. | 5,893 | 14,110 | +8,217 (+139.4%) |
| Equitable Holdings, Inc. | 16,429 | 46,576 | +30,147 (+183.5%) |
| Focus Partners Wealth | 15,959 | 87,663 | +71,704 (+449.3%) |
| EverSource Wealth Advisors, LLC | 116,681 | 119,412 | +2,731 (+2.3%) |
| LPL Financial LLC | 84,448 | 126,483 | +42,035 (+49.8%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 232,147 | 250,525 | +18,378 (+7.9%) |
| Parallel Advisors, LLC | 1,013 | 4,012 | +2,999 (+296.1%) |
| TRUIST FINANCIAL CORP | 25,478 | 32,528 | +7,050 (+27.7%) |
| Private Advisor Group, LLC | 7,875 | 11,678 | +3,803 (+48.3%) |
| ENVESTNET ASSET MANAGEMENT INC | 12,953 | 19,733 | +6,780 (+52.3%) |
| OSAIC HOLDINGS, INC. | 12,394 | 16,180 | +3,786 (+30.5%) |
| Mariner, LLC | 10,885 | 12,843 | +1,958 (+18.0%) |
| Corient Private Wealth LLC | 21,178 | 22,695 | +1,517 (+7.2%) |
| HARBOUR INVESTMENTS, INC. | 6,011 | 6,098 | +87 (+1.4%) |
| Janney Montgomery Scott LLC | 24,842 | 38,267 | +13,425 (+54.0%) |
| Cambridge Investment Research Advisors, Inc. | 8,267 | 8,457 | +190 (+2.3%) |
| HAZLETT, BURT & WATSON, INC. | 453 | 461 | +8 (+1.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Fjell Capital, LLC | 60,887 | 59,842 | -1,045 (-1.7%) |
| Prosperity Financial Group, Inc. | 22,256 | 6,700 | -15,556 (-69.9%) |
| HighTower Advisors, LLC | 204,803 | 199,857 | -4,946 (-2.4%) |
| XML Financial, LLC | 6,254 | 5,554 | -700 (-11.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Andina Capital Management, LLC | 4,712 | $239 |
| GTS SECURITIES LLC | 11,784 | $599 |
| PRUDENTIAL FINANCIAL INC | 135,500 | $6,882 |
| JANE STREET GROUP, LLC | 7,682 | $390 |
| Advisory Services Network, LLC | 700 | $36 |