Ticker: PBFR CUSIP: 69420N692 Class: LADDERED S&P 500
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Foguth Wealth Management, LLC. | 181,241 | $5,296 |
| AA Financial Advisors, LLC | 89,839 | $2,625 |
| Nicholas Wealth, LLC. | 25,381 | $742 |
| EHRLICH FINANCIAL GROUP | 7,021 | $205 |
| OneDigital Investment Advisors LLC | 13,300 | $389 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| BLVD Private Wealth, LLC | 111,507 | 151,889 | +40,382 (+36.2%) |
| Brucke Financial, Inc. | 611,642 | 629,310 | +17,668 (+2.9%) |
| Financial Connections Group, Inc. | 311,967 | 333,808 | +21,841 (+7.0%) |
| AssuredPartners Investment Advisors, LLC | 11,109 | 56,179 | +45,070 (+405.7%) |
| Claro Advisors Inc. | 9,767 | 29,213 | +19,446 (+199.1%) |
| Vise Technologies, Inc. | 571,011 | 596,887 | +25,876 (+4.5%) |
| DHJJ Financial Advisors, Ltd. | 21,582 | 24,697 | +3,115 (+14.4%) |
| Long Island Wealth Management, Inc. | 35,417 | 35,977 | +560 (+1.6%) |
| RAYMOND JAMES FINANCIAL INC | 28,807 | 67,477 | +38,670 (+134.2%) |
| ROYAL BANK OF CANADA | 2,132 | 15,774 | +13,642 (+639.9%) |
| Cetera Investment Advisers | 51,142 | 56,480 | +5,338 (+10.4%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 8,100 | 9,303 | +1,203 (+14.9%) |
| CENTAURUS FINANCIAL, INC. | 15,772 | 19,217 | +3,445 (+21.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | 17,145 | 11,486 | -5,659 (-33.0%) |
| Steward Partners Investment Advisory, LLC | 18,163 | 17,821 | -342 (-1.9%) |
| PNC Financial Services Group, Inc. | 1,119 | 1,103 | -16 (-1.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Advisory Services Network, LLC | 1,552 | $44 |