Stock
PFI
| Ownership Count: | 106 |
| Ownership Count: | 106 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| CITIGROUP INC | 0.04% |
Added 239900.00%
|
600,000 | $28,860,000.0 |
| Invesco Ltd. | 0.01% |
No Change
|
450,650 | $17,427,000.0 |
| Transamerica Financial Advisors, Inc. | 1.64% |
Added 4.51%
|
282,778 | $16,122,000.0 |
| Engrave Wealth Partners LLC | 2.47% |
No Change
|
161,145 | $8,176,000.0 |
| Janney Montgomery Scott LLC | 0.02% |
Reduced 0.76%
|
118,965 | $6,782,000.0 |
| Private Advisor Group, LLC | 0.02% |
Added 8.26%
|
66,983 | $355,000.0 |
| Csenge Advisory Group | 0.41% |
Added 16.71%
|
53,075 | $1,540,000.0 |
| Raymond James Financial Services Advisors, Inc. | 0.0% |
Reduced 5.85%
|
52,012 | $2,555,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Added 2.52%
|
44,279 | $2,524,000.0 |
| RPS ADVISORY SOLUTIONS LLC | 1.58% |
No Change
|
43,038 | $2,453,000.0 |
| Consolidated Planning Corp | 0.46% |
Added 0.24%
|
41,113 | $1,674,000.0 |
| MORGAN STANLEY | 0.0% |
No Change
|
38,869 | $2,151,000.0 |
| SILVER OAK SECURITIES, INCORPORATED | 0.21% |
Reduced 0.60%
|
38,596 | $2,188,000.0 |
| Cambridge Investment Research Advisors, Inc. | 0.01% |
Added 0.09%
|
37,349 | $2,129,000.0 |
| Genesee Capital Advisors, LLC | 0.81% |
Reduced 3.04%
|
30,247 | $1,724,000.0 |