CUSIP: 722011103 Class: CEF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Triumph Capital Management | 700 | $6 |
| CWM, LLC | 1,789 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Shaker Financial Services, LLC | 62,625 | 113,811 | +51,186 (+81.7%) |
| Kestra Advisory Services, LLC | 47,789 | 89,886 | +42,097 (+88.1%) |
| Argyle Capital Partners, LLC | 12,985 | 13,985 | +1,000 (+7.7%) |
| LPL Financial LLC | 162,764 | 177,391 | +14,627 (+9.0%) |
| Owen LaRue, LLC | 11,573 | 11,729 | +156 (+1.3%) |
| CoreCap Advisors, LLC | 9,100 | 9,400 | +300 (+3.3%) |
| BANK OF AMERICA CORP /DE/ | 10,823 | 11,027 | +204 (+1.9%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 24,931 | 25,207 | +276 (+1.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | 206,428 | 155,363 | -51,065 (-24.7%) |
| Institute for Wealth Management, LLC. | 41,460 | 37,784 | -3,676 (-8.9%) |
| TRUIST FINANCIAL CORP | 96,032 | 79,093 | -16,939 (-17.6%) |
| ENVESTNET ASSET MANAGEMENT INC | 96,613 | 79,392 | -17,221 (-17.8%) |
| MORGAN STANLEY | 140,722 | 130,968 | -9,754 (-6.9%) |
| NewEdge Advisors, LLC | 44,937 | 43,337 | -1,600 (-3.6%) |
| Cetera Investment Advisers | 30,648 | 29,895 | -753 (-2.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | 12,499 | $107 |
| Ameritas Advisory Services, LLC | 1,927 | $16 |
| Ancora Advisors LLC | 112 | $1 |