Ticker: PSC CUSIP: 74255Y607 Class: PRIN U S SMALL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Veracity Capital LLC | 264,512 | $15,270 |
| 360 Financial, Inc. | 54,467 | $3,144 |
| Brookwood Investment Group LLC | 17,182 | $992 |
| Redwood Financial Network Corp | 3,775 | $218 |
| KPP Advisory Services LLC | 5,170 | $298 |
| Round Rock Advisors, LLC | 4,739 | $274 |
| Cape Investment Advisory, Inc. | 812 | $47 |
| HRT FINANCIAL LP | 90,809 | $5 |
| CITADEL ADVISORS LLC | 25,012 | $1,444 |
| GOLDMAN SACHS GROUP INC | 4,002 | $231 |
| Thrivent Financial for Lutherans | 63,432 | $4 |
| ASSETMARK, INC | 234 | $14 |
| BANK OF AMERICA CORP /DE/ | 164 | $9 |
| SRS Capital Advisors, Inc. | 101 | $6 |
| EverSource Wealth Advisors, LLC | 47 | $3 |
| Allworth Financial LP | 43 | $2 |
| Global Wealth Strategies & Associates | 2 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| RFG - Bristol Wealth Advisors, LLC | 118,246 | 128,134 | +9,888 (+8.4%) |
| Hudson Capital Management LLC | 179,070 | 182,891 | +3,821 (+2.1%) |
| PRINCIPAL SECURITIES, INC. | 2,219,443 | 2,319,425 | +99,982 (+4.5%) |
| Turning Point Benefit Group, Inc. | 25,091 | 32,173 | +7,082 (+28.2%) |
| PRINCIPAL FINANCIAL GROUP INC | 5,849,572 | 11,734,663 | +5,885,091 (+100.6%) |
| Wealth Advisors of Tampa Bay, LLC | 73,555 | 75,577 | +2,022 (+2.7%) |
| WealthCare Investment Partners, LLC | 10,547 | 16,994 | +6,447 (+61.1%) |
| Integrity Financial Corp /WA | 31,904 | 32,626 | +722 (+2.3%) |
| Global Retirement Partners, LLC | 1 | 21,299 | +21,298 (+2129800.0%) |
| Greenwich Wealth Management LLC | 26,010 | 43,169 | +17,159 (+66.0%) |
| AMERIPRISE FINANCIAL INC | 1,323,665 | 1,806,063 | +482,398 (+36.4%) |
| RAYMOND JAMES FINANCIAL INC | 560,508 | 940,584 | +380,076 (+67.8%) |
| Capital Investment Advisory Services, LLC | 19,594 | 23,353 | +3,759 (+19.2%) |
| LPL Financial LLC | 512,842 | 810,402 | +297,560 (+58.0%) |
| WELLS FARGO & COMPANY/MN | 741,397 | 1,030,728 | +289,331 (+39.0%) |
| Smartleaf Asset Management LLC | 15,050 | 18,768 | +3,718 (+24.7%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 157,394 | 237,011 | +79,617 (+50.6%) |
| ENVESTNET ASSET MANAGEMENT INC | 2,188,441 | 2,287,125 | +98,684 (+4.5%) |
| OSAIC HOLDINGS, INC. | 107,352 | 125,427 | +18,075 (+16.8%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48,337 | 87,836 | +39,499 (+81.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| PSI Advisors, LLC | 143,294 | 134,848 | -8,446 (-5.9%) |
| NewEdge Advisors, LLC | 75,482 | 37,277 | -38,205 (-50.6%) |
| MORGAN STANLEY | 1,440,665 | 1,251,857 | -188,808 (-13.1%) |
| &PARTNERS | 202,878 | 199,854 | -3,024 (-1.5%) |
| PRIVATE TRUST CO NA | 8,090 | 7,815 | -275 (-3.4%) |
| Sigma Planning Corp | 21,744 | 21,317 | -427 (-2.0%) |
| Russell Investments Group, Ltd. | 183 | 114 | -69 (-37.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| SUMMIT WEALTH GROUP LLC / CO | 20,289 | $4,508 |
| Gotham Asset Management, LLC | 5,566 | $317 |
| Clearstead Trust, LLC | 342 | $19 |
| UBS Group AG | 383 | $22 |
| AE Wealth Management LLC | 13 | $1 |