Ticker: PSQO CUSIP: 696930106 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| ATWOOD & PALMER INC | 1,901,096 | $39,208 |
| Advisory Resource Group | 1,108,459 | $22,861 |
| Mariner, LLC | 878,699 | $18,122 |
| LAKE STREET FINANCIAL LLC | 612,021 | $12,622 |
| BlackDiamond Wealth Management Inc. | 90,252 | $1,870 |
| Savvy Advisors, Inc. | 62,447 | $1,288 |
| Accurate Wealth Management, LLC | 56,082 | $1,157 |
| OneDigital Investment Advisors LLC | 35,304 | $728 |
| JANE STREET GROUP, LLC | 30,520 | $629 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28,759 | $593 |
| REDMONT WEALTH ADVISORS LLC | 26,056 | $537 |
| Providence Financial Advisors, LLC | 19,701 | $406 |
| ENDEAVOR PRIVATE WEALTH, INC. | 11,249 | $232 |
| Elyxium Wealth, LLC | 3,500 | $72 |
| FAS Wealth Partners, Inc. | 2,738 | $56 |
| Beaird Harris Wealth Management, LLC | 620 | $13 |
| Farther Finance Advisors, LLC | 517 | $11 |
| MORGAN STANLEY | 236 | $5 |
| UBS Group AG | 207 | $4 |
| Total (19 institutions) | 4,868,463 | $100,416 |