Stock

PCY

Ownership Count: 696

Ownership

Manager Name % of Portfolio Recent Activity Share Value
BANK OF AMERICA CORP /DE/ 0.06%
Reduced 18.23%
18,047,486 $357,701,000.0
UBS Group AG 0.02%
Reduced 1.61%
3,266,519 $64,742,000.0
Invesco Ltd. 0.02%
Added 0.00%
2,838,280 $56,254,000.0
Cerity Partners OCIO LLC 1.05%
Added 16.36%
1,758,684 $32,835,000.0
SYON CAPITAL LLC 3.17%
Added 0.35%
1,741,594 $34,518,000.0
WELLS FARGO & COMPANY/MN 0.01%
Added 4.23%
1,063,710 $21,082,000.0
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.09%
Added 100.00%
1,000,000 $18,670,000.0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04%
Reduced 1.79%
837,080 $17,997,000.0
Reby Advisors, LLC 6.27%
No Change
828,350 $23,890,000.0
LPL Financial LLC 0.01%
Added 14.78%
751,226 $14,889,000.0
Financial & Tax Architects, LLC 3.71%
No Change
671,270 $14,432,000.0
SEI INVESTMENTS CO 0.06%
No Change
610,928 $14,567,000.0
KAYS FINANCIAL ADVISORY CORP /ADV 2.53%
No Change
581,090 $15,759,000.0
Cambria Investment Management, L.P. 0.67%
No Change
532,069 $10,886,000.0
Royal Fund Management, LLC 1.47%
Added 216.99%
507,655 $9,736,000.0