Stock
PDP
| Ownership Count: | 438 |
| Ownership Count: | 438 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 0.03% |
No Change
|
747,904 | $80,481,000.0 |
| MORGAN STANLEY | 0.01% |
No Change
|
710,879 | $73,405,000.0 |
| RAYMOND JAMES & ASSOCIATES | 0.04% |
Added 1.35%
|
595,138 | $61,453,000.0 |
| WELLS FARGO & COMPANY/MN | 0.02% |
Reduced 1.84%
|
410,723 | $44,197,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.06% |
Reduced 5.32%
|
392,556 | $42,243,000.0 |
| NewSquare Capital LLC | 2.9% |
Reduced 2.16%
|
337,250 | $36,291,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.01% |
Reduced 1.43%
|
333,080 | $35,842,000.0 |
| Royal Bank of Canada | 0.02% |
Added 1.35%
|
325,752 | $35,054,000.0 |
| UBS Group AG | 0.01% |
Added 18.03%
|
307,142 | $33,051,000.0 |
| LPL Financial LLC | 0.01% |
Reduced 10.66%
|
231,903 | $24,955,000.0 |
| Trilogy Capital Inc. | 1.64% |
Reduced 4.45%
|
227,842 | $19,992,000.0 |
| Gateway Advisory, LLC | 3.79% |
No Change
|
212,409 | $21,933,000.0 |
| Janney Montgomery Scott LLC | 0.06% |
Added 3.59%
|
181,672 | $19,550,000.0 |
| Prospera Financial Services Inc | 0.46% |
Reduced 11.68%
|
177,755 | $19,127,000.0 |
| Savant Capital, LLC | 0.14% |
Reduced 4.68%
|
155,049 | $16,684,000.0 |