Ticker: PMBS CUSIP: 72201R569 Class: MTG BKD SECS ACT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| McNamara Financial Services, Inc. | 435,160 | $21,625 |
| Econ Financial Services Corp | 55,910 | $2,778 |
| Wayfinding Financial, LLC | 54,620 | $3 |
| SEVEN MILE ADVISORY | 28,272 | $1,405 |
| Fortis Group Advisors, LLC | 10,762 | $539 |
| Columbia River Financial Group, LLC | 4,921 | $0 |
| Essex Savings Bank | 4,201 | $209 |
| STUDIO INVESTMENT MANAGEMENT LLC | 4,075 | $203 |
| WCG Wealth Advisors LLC | 14,038 | $698 |
| Focus Partners Wealth | 205,480 | $10,211 |
| RFG Advisory, LLC | 14,601 | $726 |
| Ritter Daniher Financial Advisory LLC / DE | 2,250 | $112 |
| Mariner, LLC | 21,400 | $1,063 |
| Envestnet Portfolio Solutions, Inc. | 4,969 | $247 |
| MERCER GLOBAL ADVISORS INC /ADV | 6,363 | $316 |
| Kestra Advisory Services, LLC | 3,700 | $184 |
| Capital Investment Advisory Services, LLC | 420 | $21 |
| Rockefeller Capital Management L.P. | 459 | $23 |
| Register Financial Advisors LLC | 84 | $4 |
| AE Wealth Management LLC | 17 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Orgel Wealth Management, LLC | 4,486,329 | 4,730,002 | +243,673 (+5.4%) |
| Cresta Advisors, Ltd. | 153,403 | 158,335 | +4,932 (+3.2%) |
| BAM Wealth Management, LLC | 20,812 | 27,273 | +6,461 (+31.0%) |
| Allianz Asset Management GmbH | 5,370,583 | 7,039,958 | +1,669,375 (+31.1%) |
| PAX Financial Group, LLC | 50,692 | 62,538 | +11,846 (+23.4%) |
| OneDigital Investment Advisors LLC | 215,091 | 422,678 | +207,587 (+96.5%) |
| Essex Financial Services, Inc. | 37,868 | 79,321 | +41,453 (+109.5%) |
| Security Financial Services, INC. | 9,966 | 19,851 | +9,885 (+99.2%) |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 16,816 | 27,779 | +10,963 (+65.2%) |
| CreativeOne Wealth, LLC | 61,907 | 89,934 | +28,027 (+45.3%) |
| Trek Financial, LLC | 5,329 | 19,110 | +13,781 (+258.6%) |
| Financial Synergies Wealth Advisors, Inc. | 11,836 | 18,489 | +6,653 (+56.2%) |
| GeoWealth Management, LLC | 34,592 | 48,222 | +13,630 (+39.4%) |
| MILESTONE ASSET MANAGEMENT, LLC | 6,739 | 9,734 | +2,995 (+44.4%) |
| NewEdge Advisors, LLC | 45,336 | 111,471 | +66,135 (+145.9%) |
| Integrated Wealth Concepts LLC | 224,950 | 238,798 | +13,848 (+6.2%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,561,056 | 1,608,419 | +47,363 (+3.0%) |
| Barnes Wealth Management Group, Inc | 13,523 | 13,808 | +285 (+2.1%) |
| LPL Financial LLC | 239,461 | 295,571 | +56,110 (+23.4%) |
| ENVESTNET ASSET MANAGEMENT INC | 52,606 | 76,090 | +23,484 (+44.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Advocacy Wealth Management Services, LLC | 1,338,372 | 1,279,315 | -59,057 (-4.4%) |
| WBI INVESTMENTS, INC. | 30,225 | 28,287 | -1,938 (-6.4%) |
| Wealthspire Advisors, LLC | 130,885 | 64,993 | -65,892 (-50.3%) |
| OSAIC HOLDINGS, INC. | 3,548 | 871 | -2,677 (-75.5%) |
| HUNTINGTON NATIONAL BANK | 6,529 | 5,753 | -776 (-11.9%) |
| MORGAN STANLEY | 1,456 | 1,083 | -373 (-25.6%) |
| Cambridge Investment Research Advisors, Inc. | 56,366 | 55,360 | -1,006 (-1.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Authentikos Wealth Advisory, LLC | 17,522 | $870 |
| Ameritas Advisory Services, LLC | 1,054 | $52 |
| EVOLUTION WEALTH MANAGEMENT INC. | 65 | $3 |