Stock
PTY
| Ownership Count: | 425 |
| Ownership Count: | 425 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| MORGAN STANLEY | 0.01% |
Added 13.18%
|
2,536,613 | $36,451,000.0 |
| LPL Financial LLC | 0.01% |
Added 10.50%
|
2,235,344 | $32,121,000.0 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.02% |
Added 35.35%
|
1,569,486 | $22,553,000.0 |
| XML Financial, LLC | 1.93% |
Added 3.82%
|
1,455,963 | $20,922,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.02% |
Reduced 0.49%
|
986,916 | $14,182,000.0 |
| Cetera Investment Advisers | 0.03% |
Reduced 0.44%
|
910,415 | $13,082,000.0 |
| Invesco Ltd. | 0.0% |
No Change
|
746,428 | $11,458,000.0 |
| Penserra Capital Management LLC | 0.14% |
Added 2.27%
|
744,648 | $10,656,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.0% |
No Change
|
705,963 | $10,144,000.0 |
| OSAIC HOLDINGS, INC. | 0.03% |
Added 16.60%
|
614,920 | $8,849,000.0 |
| Advisor Group Holdings, Inc. | 0.03% |
No Change
|
614,920 | $8,849,000.0 |
| PFG Investments, LLC | 0.57% |
Reduced 1.18%
|
610,423 | $8,771,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Added 6.00%
|
560,117 | $8,048,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.0% |
Added 2.20%
|
545,915 | $7,844,000.0 |
| Raymond James Financial Services Advisors, Inc. | 0.01% |
No Change
|
524,513 | $7,547,000.0 |