Stock

PRF

Ownership Count: 886

Ownership

Manager Name % of Portfolio Recent Activity Share Value
Charles Schwab Investment Advisory, Inc. 1.27%
Reduced 4.96%
24,096,157 $926,979,000.0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.18%
Reduced 0.53%
23,520,057 $948,799,000.0
AMERIPRISE FINANCIAL INC 0.09%
Added 5.05%
6,597,545 $266,151,000.0
RFG Advisory, LLC 7.35%
Added 5.36%
6,300,762 $254,172,000.0
ENVESTNET ASSET MANAGEMENT INC 0.06%
Added 0.56%
4,678,839 $188,744,000.0
BANK OF AMERICA CORP /DE/ 0.03%
Added 10.01%
4,350,892 $175,514,000.0
WA Asset Management, LLC 3.08%
Reduced 2.57%
4,064,672 $165,147,000.0
Waverly Advisors, LLC 2.51%
Reduced 2.42%
3,966,188 $159,996,000.0
Mariner, LLC 0.23%
Added 3.67%
2,906,635 $117,253,000.0
Baystate Wealth Management LLC 7.01%
Added 2.28%
2,711,265 $95,436,000.0
COMMONWEALTH EQUITY SERVICES, LLC 0.17%
Added 2.69%
2,678,333 $108,044,000.0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.22%
Reduced 0.10%
2,584,913 $105,025,000.0
LPL Financial LLC 0.04%
Added 0.13%
2,477,334 $99,935,000.0
The PNC Financial Services Group, Inc. 0.08%
Reduced 1.66%
2,420,451 $98,342,000.0
PNC Financial Services Group, Inc. 0.09%
Reduced 0.94%
2,397,784 $96,726,000.0