Ticker: PALC CUSIP: 69374H816 Class: LUNT LRGCP MULTI
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Palumbo Wealth Management LLC | 22,086 | $1,154 |
| Brookwood Investment Group LLC | 5,859 | $306 |
| IMG Wealth Management, Inc. | 834 | $44 |
| Gladstone Institutional Advisory LLC | 7,314 | $382 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3,053 | $159 |
| Aptus Capital Advisors, LLC | 10,686 | $558 |
| Creative Planning | 42,490 | $2,220 |
| JANE STREET GROUP, LLC | 14,594 | $762 |
| CITIGROUP INC | 2,666 | $139 |
| WELLS FARGO & COMPANY/MN | 77 | $4 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Lunt Capital Management, Inc. | 263,114 | 265,966 | +2,852 (+1.1%) |
| Centurion Wealth Management LLC | 10,725 | 12,197 | +1,472 (+13.7%) |
| Gallagher Fiduciary Advisors, LLC | 56,467 | 62,212 | +5,745 (+10.2%) |
| StoneX Group Inc. | 10,888 | 13,038 | +2,150 (+19.7%) |
| GOLDMAN SACHS GROUP INC | 73,028 | 103,431 | +30,403 (+41.6%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 66,540 | 76,415 | +9,875 (+14.8%) |
| RAYMOND JAMES FINANCIAL INC | 23,159 | 26,690 | +3,531 (+15.2%) |
| Waverly Advisors, LLC | 19,608 | 21,264 | +1,656 (+8.4%) |
| JPMORGAN CHASE & CO | 29,022 | 30,062 | +1,040 (+3.6%) |
| UBS Group AG | 1,193 | 2,184 | +991 (+83.1%) |
| Glen Eagle Advisors, LLC | 833 | 933 | +100 (+12.0%) |
| IFP Advisors, Inc | 2,379 | 2,443 | +64 (+2.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| ENZI WEALTH | 260,432 | 69,308 | -191,124 (-73.4%) |
| Ergawealth Advisors, Inc. | 139,771 | 39,164 | -100,607 (-72.0%) |
| Financial Designs Corp | 91,856 | 12,331 | -79,525 (-86.6%) |
| Alpha Financial Partners, LLC | 29,141 | 12,849 | -16,292 (-55.9%) |
| Centric Wealth Management | 191,095 | 188,703 | -2,392 (-1.3%) |
| Financial Enhancement Group LLC | 241,126 | 238,289 | -2,837 (-1.2%) |
| Belpointe Asset Management LLC | 50,258 | 12,043 | -38,215 (-76.0%) |
| Clarus Group, Inc. | 14,576 | 10,686 | -3,890 (-26.7%) |
| World Investment Advisors | 63,273 | 43,301 | -19,972 (-31.6%) |
| GeoWealth Management, LLC | 27,747 | 17,945 | -9,802 (-35.3%) |
| Kestra Advisory Services, LLC | 84,411 | 25,224 | -59,187 (-70.1%) |
| Ausdal Financial Partners, Inc. | 119,042 | 114,741 | -4,301 (-3.6%) |
| Geneos Wealth Management Inc. | 247,369 | 241,743 | -5,626 (-2.3%) |
| Atria Investments, Inc | 133,421 | 115,151 | -18,270 (-13.7%) |
| Equitable Holdings, Inc. | 96,263 | 75,496 | -20,767 (-21.6%) |
| Advisory Services Network, LLC | 24,887 | 12,738 | -12,149 (-48.8%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 311,174 | 205,897 | -105,277 (-33.8%) |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 9,763 | 6,002 | -3,761 (-38.5%) |
| Chicago Wealth Management, Inc. | 8,298 | 7,915 | -383 (-4.6%) |
| OSAIC HOLDINGS, INC. | 50,478 | 38,852 | -11,626 (-23.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Foundations Investment Advisors, LLC | 18,048 | $934 |
| HUB Investment Partners, LLC | 7,265 | $376 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33,111 | $1,714 |
| NewEdge Advisors, LLC | 231 | $12 |