Ticker: PAMC CUSIP: 69374H725 Class: LUNT MDCAP MLT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Triumph Capital Management | 1,009 | $47 |
| Aptus Capital Advisors, LLC | 5,159 | $240 |
| AE Wealth Management LLC | 4 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Lunt Capital Management, Inc. | 224,694 | 227,378 | +2,684 (+1.2%) |
| Kestra Advisory Services, LLC | 69,412 | 181,986 | +112,574 (+162.2%) |
| Clear Creek Financial Management, LLC | 13,799 | 15,881 | +2,082 (+15.1%) |
| JPMORGAN CHASE & CO | 19,208 | 23,308 | +4,100 (+21.3%) |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4,946 | 5,629 | +683 (+13.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Geneos Wealth Management Inc. | 44,711 | 29,321 | -15,390 (-34.4%) |
| Ausdal Financial Partners, Inc. | 40,898 | 37,023 | -3,875 (-9.5%) |
| OSAIC HOLDINGS, INC. | 65,718 | 30,787 | -34,931 (-53.2%) |
| HARBOUR INVESTMENTS, INC. | 7,871 | 2,486 | -5,385 (-68.4%) |
| GeoWealth Management, LLC | 20,330 | 17,683 | -2,647 (-13.0%) |
| LPL Financial LLC | 53,176 | 45,386 | -7,790 (-14.6%) |
| UBS Group AG | 6,498 | 78 | -6,420 (-98.8%) |
| ROTHSCHILD INVESTMENT LLC | 1,575 | 600 | -975 (-61.9%) |
| Cetera Investment Advisers | 9,291 | 5,117 | -4,174 (-44.9%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 16,529 | 12,663 | -3,866 (-23.4%) |
| Belpointe Asset Management LLC | 11,698 | 10,667 | -1,031 (-8.8%) |
| Sanctuary Advisors, LLC | 29,796 | 28,497 | -1,299 (-4.4%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 23,536 | 23,192 | -344 (-1.5%) |
| Cambridge Investment Research Advisors, Inc. | 47,987 | 46,577 | -1,410 (-2.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| PFG Advisors | 5,500 | $259 |
| CITADEL ADVISORS LLC | 36,878 | $1,734 |