On this page, we present all of the funds holding PAVE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PAVE, with a link to that fund's top holdings. The next columns indicate the amount of PAVE stock held by each of the funds holding PAVE, followed by the PAVE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 482 funds holding PAVE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding PAVE), click the fund name in the "Holder" column of the funds-holding-PAVE table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 18,994,006 | $654,533 | 12/31/2023 |
PAVE | 18,994,006 | $654,533 | 12/31/2023 |
Bank of Montreal Can | 15,680,584 | $543,175 | 12/31/2023 |
PAVE | 15,680,584 | $543,175 | 12/31/2023 |
Morgan Stanley | 7,476,550 | $257,642 | 12/31/2023 |
PAVE | 7,476,550 | $257,642 | 12/31/2023 |
Harel Insurance Investments & Financial Services Ltd. | 6,833,801 | $236,292 | 12/31/2023 |
PAVE | 6,833,801 | $236,292 | 12/31/2023 |
LPL Financial LLC | 5,430,049 | $187,119 | 12/31/2023 |
PAVE | 5,430,049 | $187,119 | 12/31/2023 |
Congress Wealth Management LLC DE | 2,408,055 | $95,865 | 03/31/2024 |
PAVE | 2,408,055 | $95,865 | 03/31/2024 |
CIBC Private Wealth Group LLC | 2,679,566 | $92,338 | 12/31/2023 |
PAVE | 2,679,566 | $92,338 | 12/31/2023 |
Meitav Dash Investments Ltd. | 2,104,227 | $72,746 | 12/31/2023 |
PAVE | 2,104,227 | $72,746 | 12/31/2023 |
Wells Fargo & Company MN | 2,104,458 | $72,520 | 12/31/2023 |
PAVE | 2,104,458 | $72,520 | 12/31/2023 |
UBS Group AG | 1,440,819 | $49,651 | 12/31/2023 |
PAVE | 1,440,819 | $49,651 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 1,375,289 | $47,393 | 12/31/2023 |
PAVE | 1,375,289 | $47,393 | 12/31/2023 |
GenTrust LLC | 1,238,462 | $42,871 | 12/31/2023 |
PAVE | 1,238,462 | $42,871 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 1,235,068 | $42,560 | 12/31/2023 |
PAVE | 1,235,068 | $42,560 | 12/31/2023 |
Royal Bank of Canada | 1,109,760 | $38,242 | 12/31/2023 |
PAVE | 1,109,760 | $38,242 | 12/31/2023 |
Mariner LLC | 1,109,458 | $38,232 | 12/31/2023 |
PAVE | 1,109,458 | $38,232 | 12/31/2023 |
Commonwealth Equity Services LLC | 1,041,895 | $35,904 | 12/31/2023 |
PAVE | 1,041,895 | $35,904 | 12/31/2023 |
Envestnet Asset Management Inc. | 1,034,614 | $35,653 | 12/31/2023 |
PAVE | 1,034,614 | $35,653 | 12/31/2023 |
Evolution Wealth Advisors LLC | 779,825 | $26,873 | 12/31/2023 |
PAVE | 779,825 | $26,873 | 12/31/2023 |
Destination Wealth Management | 720,262 | $24,820 | 12/31/2023 |
PAVE | 720,262 | $24,820 | 12/31/2023 |
Advisor Group Holdings Inc. | 673,209 | $23,169 | 12/31/2023 |
PAVE | 673,209 | $23,169 | 12/31/2023 |
Ameriprise Financial Inc. | 595,792 | $20,539 | 12/31/2023 |
PAVE | 595,792 | $20,539 | 12/31/2023 |
HighTower Advisors LLC | 570,079 | $19,634 | 12/31/2023 |
PAVE | 570,079 | $19,634 | 12/31/2023 |
Stratos Wealth Partners LTD. | 475,240 | $18,919 | 03/31/2024 |
PAVE | 475,240 | $18,919 | 03/31/2024 |
Schroder Investment Management Group | 509,278 | $17,550 | 12/31/2023 |
PAVE | 509,278 | $17,550 | 12/31/2023 |
Raymond James & Associates | 497,134 | $17,131 | 12/31/2023 |
PAVE | 497,134 | $17,131 | 12/31/2023 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 478,564 | $16,552 | 12/31/2023 |
PAVE | 478,564 | $16,552 | 12/31/2023 |
Thrivent Financial for Lutherans | 477,042 | $16,439 | 12/31/2023 |
PAVE | 477,042 | $16,439 | 12/31/2023 |
JPMorgan Chase & Co. | 462,544 | $15,939 | 12/31/2023 |
PAVE | 462,544 | $15,939 | 12/31/2023 |
MML Investors Services LLC | 455,758 | $15,705 | 12/31/2023 |
PAVE | 455,758 | $15,705 | 12/31/2023 |
Riggs Asset Managment Co. Inc. | 445,226 | $15,342 | 12/31/2023 |
PAVE | 445,226 | $15,342 | 12/31/2023 |
Cooper Financial Group | 381,711 | $15,196 | 03/31/2024 |
PAVE | 381,711 | $15,196 | 03/31/2024 |
Great Valley Advisor Group Inc. | 432,847 | $14,916 | 12/31/2023 |
PAVE | 432,847 | $14,916 | 12/31/2023 |
Blair William & Co. IL | 426,514 | $14,698 | 12/31/2023 |
PAVE | 426,514 | $14,698 | 12/31/2023 |
Bank Hapoalim BM | 405,014 | $13,954 | 12/31/2023 |
PAVE | 405,014 | $13,954 | 12/31/2023 |
Beaumont Financial Advisors LLC | 398,151 | $13,720 | 12/31/2023 |
PAVE | 398,151 | $13,720 | 12/31/2023 |
CWM LLC | 342,369 | $13,630 | 03/31/2024 |
PAVE | 342,369 | $13,630 | 03/31/2024 |
Bulltick Wealth Management LLC | 390,891 | $13,531 | 12/31/2023 |
PAVE | 390,891 | $13,531 | 12/31/2023 |
Bensler LLC | 366,792 | $12,640 | 12/31/2023 |
PAVE | 366,792 | $12,640 | 12/31/2023 |
Cetera Advisor Networks LLC | 356,534 | $12,286 | 12/31/2023 |
PAVE | 356,534 | $12,286 | 12/31/2023 |
Evergreen Capital Management LLC | 353,751 | $12,245 | 12/31/2023 |
PAVE | 353,751 | $12,245 | 12/31/2023 |
Private Advisor Group LLC | 351,190 | $12,102 | 12/31/2023 |
PAVE | 351,190 | $12,102 | 12/31/2023 |
McMahon Financial Advisors LLC | 345,685 | $11,912 | 12/31/2023 |
PAVE | 345,685 | $11,912 | 12/31/2023 |
National Bank of Canada FI | 333,965 | $11,386 | 12/31/2023 |
PAVE | 333,965 | $11,386 | 12/31/2023 |
Kestra Advisory Services LLC | 322,626 | $11,118 | 12/31/2023 |
PAVE | 322,626 | $11,118 | 12/31/2023 |
Vishria Bird Financial Group LLC | 315,780 | $10,882 | 12/31/2023 |
PAVE | 315,780 | $10,882 | 12/31/2023 |
Prudential PLC | 310,060 | $10,685 | 12/31/2023 |
PAVE | 310,060 | $10,685 | 12/31/2023 |
360 Financial Inc. | 301,267 | $10,382 | 12/31/2023 |
PAVE | 301,267 | $10,382 | 12/31/2023 |
Sharkey Howes & Javer | 243,968 | $9,712 | 03/31/2024 |
PAVE | 243,968 | $9,712 | 03/31/2024 |
Sei Investments Co. | 274,000 | $9,442 | 12/31/2023 |
PAVE | 274,000 | $9,442 | 12/31/2023 |
Ameraudi Asset Management Inc. | 263,631 | $9,085 | 12/31/2023 |
PAVE | 263,631 | $9,085 | 12/31/2023 |
Stifel Financial Corp | 250,500 | $8,632 | 12/31/2023 |
PAVE | 250,500 | $8,632 | 12/31/2023 |
Ogorek Anthony Joseph NY ADV | 242,461 | $8,355 | 12/31/2023 |
PAVE | 242,461 | $8,355 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 230,916 | $7,957 | 12/31/2023 |
PAVE | 230,916 | $7,957 | 12/31/2023 |
Jmac Enterprises LLC | 230,723 | $7,951 | 12/31/2023 |
PAVE | 230,723 | $7,951 | 12/31/2023 |
MAI Capital Management | 227,100 | $7,826 | 12/31/2023 |
PAVE | 227,100 | $7,826 | 12/31/2023 |
Rockefeller Capital Management L.P. | 221,263 | $7,625 | 12/31/2023 |
PAVE | 221,263 | $7,625 | 12/31/2023 |
Equitable Holdings Inc. | 220,318 | $7,592 | 12/31/2023 |
PAVE | 220,318 | $7,592 | 12/31/2023 |
Cetera Investment Advisers | 217,056 | $7,480 | 12/31/2023 |
PAVE | 217,056 | $7,480 | 12/31/2023 |
Cetera Advisors LLC | 213,726 | $7,365 | 12/31/2023 |
PAVE | 213,726 | $7,365 | 12/31/2023 |
CIBC World Markets Inc. | 212,503 | $7,323 | 12/31/2023 |
PAVE | 212,503 | $7,323 | 12/31/2023 |
New England Private Wealth Advisors LLC | 210,977 | $7,270 | 12/31/2023 |
PAVE | 210,977 | $7,270 | 12/31/2023 |
Financial Advocates Investment Management | 201,382 | $6,940 | 12/31/2023 |
PAVE | 201,382 | $6,940 | 12/31/2023 |
Royal Harbor Partners LLC | 201,345 | $6,938 | 12/31/2023 |
PAVE | 201,345 | $6,938 | 12/31/2023 |
Clarus Group Inc. | 198,837 | $6,852 | 12/31/2023 |
PAVE | 198,837 | $6,852 | 12/31/2023 |
AE Wealth Management LLC | 193,632 | $6,622 | 12/31/2023 |
PAVE | 193,632 | $6,622 | 12/31/2023 |
Pecaut & CO. | 186,186 | $6,416 | 12/31/2023 |
PAVE | 186,186 | $6,416 | 12/31/2023 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 170,896 | $5,911 | 12/31/2023 |
PAVE | 170,896 | $5,911 | 12/31/2023 |
Cerity Partners LLC | 169,039 | $5,826 | 12/31/2023 |
PAVE | 169,039 | $5,826 | 12/31/2023 |
Omnia Family Wealth LLC | 166,506 | $5,764 | 12/31/2023 |
PAVE | 166,506 | $5,764 | 12/31/2023 |
Chicago Wealth Management Inc. | 165,140 | $5,691 | 12/31/2023 |
PAVE | 165,140 | $5,691 | 12/31/2023 |
Ameritas Advisory Services LLC | 162,831 | $5,637 | 12/31/2023 |
PAVE | 162,831 | $5,637 | 12/31/2023 |
HBW Advisory Services LLC | 162,325 | $5,594 | 12/31/2023 |
PAVE | 162,325 | $5,594 | 12/31/2023 |
IHT Wealth Management LLC | 160,839 | $5,543 | 12/31/2023 |
PAVE | 160,839 | $5,543 | 12/31/2023 |
Frisch Financial Group Inc. | 153,741 | $5,298 | 12/31/2023 |
PAVE | 153,741 | $5,298 | 12/31/2023 |
TPG Financial Advisors LLC | 156,410 | $5,277 | 12/31/2023 |
PAVE | 156,410 | $5,277 | 12/31/2023 |
Advisor Resource Council | 149,992 | $5,169 | 12/31/2023 |
PAVE | 149,992 | $5,169 | 12/31/2023 |
Gerber Kawasaki Wealth & Investment Management | 148,730 | $5,125 | 12/31/2023 |
PAVE | 148,730 | $5,125 | 12/31/2023 |
Zimmermann Investment Management & Planning LLC | 148,187 | $5,107 | 12/31/2023 |
PAVE | 148,187 | $5,107 | 12/31/2023 |
Systelligence LLC | 124,189 | $4,944 | 03/31/2024 |
PAVE | 124,189 | $4,944 | 03/31/2024 |
CX Institutional | 118,264 | $4,708 | 03/31/2024 |
PAVE | 118,264 | $4,708 | 03/31/2024 |
Mirae Asset Global Investments Co. Ltd. | 136,000 | $4,697 | 12/31/2023 |
PAVE | 136,000 | $4,697 | 12/31/2023 |
Clark Capital Management Group Inc. | 134,144 | $4,623 | 12/31/2023 |
PAVE | 134,144 | $4,623 | 12/31/2023 |
Allworth Financial LP | 133,165 | $4,589 | 12/31/2023 |
PAVE | 133,165 | $4,589 | 12/31/2023 |
Montag A & Associates Inc. | 129,071 | $4,468 | 12/31/2023 |
PAVE | 129,071 | $4,468 | 12/31/2023 |
Centaurus Financial Inc. | 127,873 | $4,407 | 12/31/2023 |
PAVE | 127,873 | $4,407 | 12/31/2023 |
Ratio Wealth Group | 126,951 | $4,375 | 12/31/2023 |
PAVE | 126,951 | $4,375 | 12/31/2023 |
NTV Asset Management LLC | 126,087 | $4,345 | 12/31/2023 |
PAVE | 126,087 | $4,345 | 12/31/2023 |
Aspire Capital Advisors LLC | 123,784 | $4,266 | 12/31/2023 |
PAVE | 123,784 | $4,266 | 12/31/2023 |
Trinity Wealth Management LLC | 106,404 | $4,236 | 03/31/2024 |
PAVE | 106,404 | $4,236 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 121,500 | $4,187 | 12/31/2023 |
PAVE | 121,500 | $4,187 | 12/31/2023 |
New Millennium Group LLC | 115,785 | $3,990 | 12/31/2023 |
PAVE | 115,785 | $3,990 | 12/31/2023 |
Janney Montgomery Scott LLC | 111,126 | $3,829 | 12/31/2023 |
PAVE | 111,126 | $3,829 | 12/31/2023 |
MGO Private Wealth LLC | 96,141 | $3,827 | 03/31/2024 |
PAVE | 96,141 | $3,827 | 03/31/2024 |
Snowden Capital Advisors LLC | 111,010 | $3,825 | 12/31/2023 |
PAVE | 111,010 | $3,825 | 12/31/2023 |
Synergy Financial Management LLC | 91,856 | $3,657 | 03/31/2024 |
PAVE | 91,856 | $3,657 | 03/31/2024 |
Austin Wealth Management LLC | 98,464 | $3,584 | 12/31/2023 |
PAVE | 98,464 | $3,584 | 12/31/2023 |
Prudential Financial Inc. | 99,587 | $3,432 | 12/31/2023 |
PAVE | 99,587 | $3,432 | 12/31/2023 |
REDW Wealth LLC | 99,210 | $3,419 | 12/31/2023 |
PAVE | 99,210 | $3,419 | 12/31/2023 |
Transamerica Financial Advisors Inc. | 96,705 | $3,333 | 12/31/2023 |
PAVE | 96,705 | $3,333 | 12/31/2023 |
Van ECK Associates Corp | 95,421 | $3,288 | 12/31/2023 |
PAVE | 95,421 | $3,288 | 12/31/2023 |
National Asset Management Inc. | 93,255 | $3,228 | 12/31/2023 |
PAVE | 93,255 | $3,228 | 12/31/2023 |
IAM Advisory LLC | 80,583 | $3,208 | 03/31/2024 |
PAVE | 80,583 | $3,208 | 03/31/2024 |
Ameritas Investment Partners Inc. | 89,018 | $3,068 | 12/31/2023 |
PAVE | 89,018 | $3,068 | 12/31/2023 |
Congress Asset Management Co. MA | 76,739 | $3,055 | 03/31/2024 |
PAVE | 76,739 | $3,055 | 03/31/2024 |
Park Avenue Securities LLC | 74,165 | $2,952 | 03/31/2024 |
PAVE | 74,165 | $2,952 | 03/31/2024 |
Perennial Investment Advisors LLC | 85,282 | $2,940 | 12/31/2023 |
PAVE | 85,282 | $2,940 | 12/31/2023 |
Oppenheimer & Co. Inc. | 85,015 | $2,930 | 12/31/2023 |
PAVE | 85,015 | $2,930 | 12/31/2023 |
Qube Research & Technologies Ltd | 84,536 | $2,913 | 12/31/2023 |
PAVE | 84,536 | $2,913 | 12/31/2023 |
Change Path LLC | 83,370 | $2,873 | 12/31/2023 |
PAVE | 83,370 | $2,873 | 12/31/2023 |
Peddock Capital Advisors LLC | 82,969 | $2,859 | 12/31/2023 |
PAVE | 82,969 | $2,859 | 12/31/2023 |
Stratos Wealth Advisors LLC | 71,240 | $2,836 | 03/31/2024 |
PAVE | 71,240 | $2,836 | 03/31/2024 |
Ausdal Financial Partners Inc. | 70,959 | $2,825 | 03/31/2024 |
PAVE | 70,959 | $2,825 | 03/31/2024 |
Truist Financial Corp | 80,902 | $2,788 | 12/31/2023 |
PAVE | 80,902 | $2,788 | 12/31/2023 |
NorthCrest Asset Manangement LLC | 68,730 | $2,736 | 03/31/2024 |
PAVE | 68,730 | $2,736 | 03/31/2024 |
Two Sigma Investments LP | 76,500 | $2,636 | 12/31/2023 |
PAVE | 76,500 | $2,636 | 12/31/2023 |
Harbour Investments Inc. | 73,703 | $2,540 | 12/31/2023 |
PAVE | 73,703 | $2,540 | 12/31/2023 |
Kingsview Wealth Management LLC | 71,079 | $2,449 | 12/31/2023 |
PAVE | 71,079 | $2,449 | 12/31/2023 |
Paladin Advisory Group LLC | 69,904 | $2,409 | 12/31/2023 |
PAVE | 69,904 | $2,409 | 12/31/2023 |
DB Wealth Management Group LLC | 69,104 | $2,381 | 12/31/2023 |
PAVE | 69,104 | $2,381 | 12/31/2023 |
Meridian Wealth Management LLC | 68,651 | $2,366 | 12/31/2023 |
PAVE | 68,651 | $2,366 | 12/31/2023 |
Claudia M.P. Batlle CRP R LLC | 68,245 | $2,352 | 12/31/2023 |
PAVE | 68,245 | $2,352 | 12/31/2023 |
Atria Investments LLC | 67,642 | $2,331 | 12/31/2023 |
PAVE | 67,642 | $2,331 | 12/31/2023 |
Western Wealth Management LLC | 67,256 | $2,318 | 12/31/2023 |
PAVE | 67,256 | $2,318 | 12/31/2023 |
Summit Financial Group Inc. | 57,280 | $2,280 | 03/31/2024 |
PAVE | 57,280 | $2,280 | 03/31/2024 |
Baker Avenue Asset Management LP | 64,634 | $2,227 | 12/31/2023 |
PAVE | 64,634 | $2,227 | 12/31/2023 |
Fifth Third Securities Inc. | 54,801 | $2,182 | 03/31/2024 |
PAVE | 54,801 | $2,182 | 03/31/2024 |
Atria Wealth Solutions Inc. | 62,091 | $2,140 | 12/31/2023 |
PAVE | 62,091 | $2,140 | 12/31/2023 |
Renaissance Technologies LLC | 62,000 | $2,137 | 12/31/2023 |
PAVE | 62,000 | $2,137 | 12/31/2023 |
Asio Capital LLC | 53,106 | $2,114 | 03/31/2024 |
PAVE | 53,106 | $2,114 | 03/31/2024 |
Consolidated Planning Corp | 61,351 | $2,114 | 12/31/2023 |
PAVE | 61,351 | $2,114 | 12/31/2023 |
GWM Advisors LLC | 59,477 | $2,033 | 12/31/2023 |
PAVE | 59,477 | $2,033 | 12/31/2023 |
WT Wealth Management | 58,761 | $2,031 | 12/31/2023 |
PAVE | 58,761 | $2,031 | 12/31/2023 |
Pinnacle Wealth Management Group Inc. | 58,335 | $2,010 | 12/31/2023 |
PAVE | 58,335 | $2,010 | 12/31/2023 |
Avantax Advisory Services Inc. | 57,658 | $1,987 | 12/31/2023 |
PAVE | 57,658 | $1,987 | 12/31/2023 |
Focus Financial Network Inc. ADV | 55,943 | $1,936 | 12/31/2023 |
PAVE | 55,943 | $1,936 | 12/31/2023 |
Bank of Nova Scotia | 56,150 | $1,933 | 12/31/2023 |
PAVE | 56,150 | $1,933 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 46,387 | $1,847 | 03/31/2024 |
PAVE | 46,387 | $1,847 | 03/31/2024 |
Thrive Capital Management LLC | 53,262 | $1,835 | 12/31/2023 |
PAVE | 53,262 | $1,835 | 12/31/2023 |
Laurel Wealth Advisors LLC | 53,148 | $1,831 | 12/31/2023 |
PAVE | 53,148 | $1,831 | 12/31/2023 |
TAP Consulting LLC | 52,893 | $1,823 | 12/31/2023 |
PAVE | 52,893 | $1,823 | 12/31/2023 |
KWB Wealth | 51,817 | $1,786 | 12/31/2023 |
PAVE | 51,817 | $1,786 | 12/31/2023 |
Baird Financial Group Inc. | 51,743 | $1,783 | 12/31/2023 |
PAVE | 51,743 | $1,783 | 12/31/2023 |
Citadel Advisors LLC | $1,780 | 12/31/2023 | |
Call | 64,500 | $2,223 | 12/31/2023 |
Put | 17,200 | $593 | 12/31/2023 |
PAVE | 4,356 | $150 | 12/31/2023 |
Wade G W & Inc. | 50,319 | $1,734 | 12/31/2023 |
PAVE | 50,319 | $1,734 | 12/31/2023 |
Arvest Investments Inc. | 50,015 | $1,724 | 12/31/2023 |
PAVE | 50,015 | $1,724 | 12/31/2023 |
Strategic Advisors LLC | 49,589 | $1,709 | 12/31/2023 |
PAVE | 49,589 | $1,709 | 12/31/2023 |
Toroso Investments LLC | 49,126 | $1,693 | 12/31/2023 |
PAVE | 49,126 | $1,693 | 12/31/2023 |
Northern Trust Corp | 47,483 | $1,636 | 12/31/2023 |
PAVE | 47,483 | $1,636 | 12/31/2023 |
Powell Investment Advisors LLC | 41,010 | $1,633 | 03/31/2024 |
PAVE | 41,010 | $1,633 | 03/31/2024 |
Yahav Achim Ve Achayot Provident Funds Management Co Ltd. | 47,110 | $1,628 | 12/31/2023 |
PAVE | 47,110 | $1,628 | 12/31/2023 |
PFG Advisors | 46,553 | $1,604 | 12/31/2023 |
PAVE | 46,553 | $1,604 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 46,505 | $1,603 | 12/31/2023 |
PAVE | 46,505 | $1,603 | 12/31/2023 |
CVA Family Office LLC | 40,086 | $1,596 | 03/31/2024 |
PAVE | 40,086 | $1,596 | 03/31/2024 |
Nvwm LLC | 45,295 | $1,568 | 12/31/2023 |
PAVE | 45,295 | $1,568 | 12/31/2023 |
Evoke Wealth LLC | 45,115 | $1,562 | 12/31/2023 |
PAVE | 45,115 | $1,562 | 12/31/2023 |
Axxcess Wealth Management LLC | 45,228 | $1,559 | 12/31/2023 |
PAVE | 45,228 | $1,559 | 12/31/2023 |
American Institute for Advanced Investment Management LLP | 43,645 | $1,504 | 12/31/2023 |
PAVE | 43,645 | $1,504 | 12/31/2023 |
CIC Wealth LLC | 37,686 | $1,500 | 03/31/2024 |
PAVE | 37,686 | $1,500 | 03/31/2024 |
ARS Investment Partners LLC | 43,209 | $1,489 | 12/31/2023 |
PAVE | 43,209 | $1,489 | 12/31/2023 |
Capital Analysts LLC | 42,309 | $1,458 | 12/31/2023 |
PAVE | 42,309 | $1,458 | 12/31/2023 |
WBH Advisory Inc. | 36,501 | $1,453 | 03/31/2024 |
PAVE | 36,501 | $1,453 | 03/31/2024 |
Transatlantique Private Wealth LLC | 40,352 | $1,391 | 12/31/2023 |
PAVE | 40,352 | $1,391 | 12/31/2023 |
Security Financial Services INC. | 34,310 | $1,366 | 03/31/2024 |
PAVE | 34,310 | $1,366 | 03/31/2024 |
Capital Advisors Ltd. LLC | 34,108 | $1,358 | 03/31/2024 |
PAVE | 34,108 | $1,358 | 03/31/2024 |
Lakeview Capital Partners LLC | 38,380 | $1,323 | 12/31/2023 |
PAVE | 38,380 | $1,323 | 12/31/2023 |
Prospera Financial Services Inc | 37,862 | $1,305 | 12/31/2023 |
PAVE | 37,862 | $1,305 | 12/31/2023 |
Tsfg LLC | 32,275 | $1,285 | 03/31/2024 |
PAVE | 32,275 | $1,285 | 03/31/2024 |
Dumont & Blake Investment Advisors LLC | 31,205 | $1,242 | 03/31/2024 |
PAVE | 31,205 | $1,242 | 03/31/2024 |
O ROURKE & COMPANY Inc | 30,850 | $1,228 | 03/31/2024 |
PAVE | 30,850 | $1,228 | 03/31/2024 |
Sumitomo Mitsui Financial Group Inc. | 35,577 | $1,228 | 12/31/2023 |
PAVE | 35,577 | $1,228 | 12/31/2023 |
Comerica Bank | 34,904 | $1,203 | 12/31/2023 |
PAVE | 34,904 | $1,203 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 30,189 | $1,202 | 03/31/2024 |
PAVE | 30,189 | $1,202 | 03/31/2024 |
Orion Portfolio Solutions LLC | 35,430 | $1,195 | 12/31/2023 |
PAVE | 35,430 | $1,195 | 12/31/2023 |
Creative Planning | 34,400 | $1,186 | 12/31/2023 |
PAVE | 34,400 | $1,186 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 34,024 | $1,172 | 12/31/2023 |
PAVE | 34,024 | $1,172 | 12/31/2023 |
Kingswood Wealth Advisors LLC | 29,279 | $1,166 | 03/31/2024 |
PAVE | 29,279 | $1,166 | 03/31/2024 |
Koshinski Asset Management Inc. | 33,762 | $1,163 | 12/31/2023 |
PAVE | 33,762 | $1,163 | 12/31/2023 |
Financial Freedom LLC | 33,305 | $1,148 | 12/31/2023 |
PAVE | 33,305 | $1,148 | 12/31/2023 |
Goldman Sachs Group Inc. | 32,355 | $1,115 | 12/31/2023 |
PAVE | 32,355 | $1,115 | 12/31/2023 |
Joel Isaacson & Co. LLC | 32,286 | $1,113 | 12/31/2023 |
PAVE | 32,286 | $1,113 | 12/31/2023 |
Csenge Advisory Group | 31,855 | $1,098 | 12/31/2023 |
PAVE | 31,855 | $1,098 | 12/31/2023 |
Susquehanna International Group LLP | $1,092 | 12/31/2023 | |
Call | 44,700 | $1,540 | 12/31/2023 |
Put | 13,000 | $448 | 12/31/2023 |
Steel Peak Wealth Management LLC | 26,960 | $1,073 | 03/31/2024 |
PAVE | 26,960 | $1,073 | 03/31/2024 |
We Are One Seven LLC | 30,840 | $1,063 | 12/31/2023 |
PAVE | 30,840 | $1,063 | 12/31/2023 |
Merit Financial Group LLC | 30,796 | $1,061 | 12/31/2023 |
PAVE | 30,796 | $1,061 | 12/31/2023 |
Autumn Glory Partners LLC | 31,528 | $1,060 | 12/31/2023 |
PAVE | 31,528 | $1,060 | 12/31/2023 |
Prosperity Financial Group Inc. | 29,856 | $1,029 | 12/31/2023 |
PAVE | 29,856 | $1,029 | 12/31/2023 |
Colony Group LLC | 29,387 | $1,013 | 12/31/2023 |
PAVE | 29,387 | $1,013 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 25,433 | $1,012 | 03/31/2024 |
PAVE | 25,433 | $1,012 | 03/31/2024 |
Brookstone Capital Management | 25,289 | $1,007 | 03/31/2024 |
PAVE | 25,289 | $1,007 | 03/31/2024 |
Cookson Peirce & Co. Inc. | 28,991 | $999 | 12/31/2023 |
PAVE | 28,991 | $999 | 12/31/2023 |
WealthCare Investment Partners LLC | 24,703 | $983 | 03/31/2024 |
PAVE | 24,703 | $983 | 03/31/2024 |
Barings LLC | 28,426 | $980 | 12/31/2023 |
PAVE | 28,426 | $980 | 12/31/2023 |
Harbor Investment Advisory LLC | 24,463 | $974 | 03/31/2024 |
PAVE | 24,463 | $974 | 03/31/2024 |
Foundations Investment Advisors LLC | 27,355 | $963 | 12/31/2023 |
PAVE | 27,355 | $963 | 12/31/2023 |
Wealthfront Advisers LLC | 26,589 | $916 | 12/31/2023 |
PAVE | 26,589 | $916 | 12/31/2023 |
RSM US Wealth Management LLC | 26,546 | $915 | 12/31/2023 |
PAVE | 26,546 | $915 | 12/31/2023 |
Essex Financial Services Inc. | 25,935 | $894 | 12/31/2023 |
PAVE | 25,935 | $894 | 12/31/2023 |
Castle Rock Wealth Management LLC | 26,697 | $889 | 12/31/2023 |
PAVE | 26,697 | $889 | 12/31/2023 |
Providence First Trust Co | 25,710 | $886 | 12/31/2023 |
PAVE | 25,710 | $886 | 12/31/2023 |
Ellis Investment Partners LLC | 22,042 | $877 | 03/31/2024 |
PAVE | 22,042 | $877 | 03/31/2024 |
Perigon Wealth Management LLC | 25,255 | $870 | 12/31/2023 |
PAVE | 25,255 | $870 | 12/31/2023 |
LWM Advisory Services LLC | 25,160 | $867 | 12/31/2023 |
PAVE | 25,160 | $867 | 12/31/2023 |
Kraematon Investment Advisors Inc. | 24,830 | $856 | 12/31/2023 |
PAVE | 24,830 | $856 | 12/31/2023 |
Key Client Fiduciary Advisors LLC | 21,296 | $848 | 03/31/2024 |
PAVE | 21,296 | $848 | 03/31/2024 |
Circle Wealth Management LLC | 24,607 | $848 | 12/31/2023 |
PAVE | 24,607 | $848 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 24,303 | $837 | 12/31/2023 |
PAVE | 24,303 | $837 | 12/31/2023 |
Barometer Capital Management Inc. | 24,300 | $837 | 12/31/2023 |
PAVE | 24,300 | $837 | 12/31/2023 |
IFG Advisory LLC | 23,729 | $818 | 12/31/2023 |
PAVE | 23,729 | $818 | 12/31/2023 |
IFP Advisors Inc | 23,339 | $804 | 12/31/2023 |
PAVE | 23,339 | $804 | 12/31/2023 |
Intrepid Financial Planning Group LLC | 23,279 | $802 | 12/31/2023 |
PAVE | 23,279 | $802 | 12/31/2023 |
Principal Securities Inc. | 23,110 | $796 | 12/31/2023 |
PAVE | 23,110 | $796 | 12/31/2023 |
Dfpg Investments LLC | 23,515 | $786 | 12/31/2023 |
PAVE | 23,515 | $786 | 12/31/2023 |
NBC Securities Inc. | 19,549 | $778 | 03/31/2024 |
PAVE | 19,549 | $778 | 03/31/2024 |
PCG Wealth Advisors LLC | 21,714 | $748 | 12/31/2023 |
PAVE | 21,714 | $748 | 12/31/2023 |
FMR LLC | 21,679 | $747 | 12/31/2023 |
PAVE | 21,679 | $747 | 12/31/2023 |
Sontag Advisory LLC | 21,609 | $745 | 12/31/2023 |
PAVE | 21,609 | $745 | 12/31/2023 |
WealthBridge Capital Management LLC | 21,532 | $742 | 12/31/2023 |
PAVE | 21,532 | $742 | 12/31/2023 |
Trademark Financial Management LLC | 21,261 | $733 | 12/31/2023 |
PAVE | 21,261 | $733 | 12/31/2023 |
Fort Point Capital Partners LLC | 21,213 | $731 | 12/31/2023 |
PAVE | 21,213 | $731 | 12/31/2023 |
Flagship Harbor Advisors LLC | 18,290 | $728 | 03/31/2024 |
PAVE | 18,290 | $728 | 03/31/2024 |
Clear Creek Financial Management LLC | 20,935 | $721 | 12/31/2023 |
PAVE | 20,935 | $721 | 12/31/2023 |
Wedbush Securities Inc. | 20,668 | $712 | 12/31/2023 |
PAVE | 20,668 | $712 | 12/31/2023 |
Y.D. More Investments Ltd | 20,544 | $707 | 12/31/2023 |
PAVE | 20,544 | $707 | 12/31/2023 |
Bard Associates Inc. | 20,395 | $706 | 12/31/2023 |
PAVE | 20,395 | $706 | 12/31/2023 |
Insight Advisors LLC PA | 20,151 | $694 | 12/31/2023 |
PAVE | 20,151 | $694 | 12/31/2023 |
Sequoia Financial Advisors LLC | 20,099 | $693 | 12/31/2023 |
PAVE | 20,099 | $693 | 12/31/2023 |
Wellington Shields Capital Management LLC | 19,875 | $685 | 12/31/2023 |
PAVE | 19,875 | $685 | 12/31/2023 |
GeoWealth Management LLC | 19,725 | $678 | 12/31/2023 |
PAVE | 19,725 | $678 | 12/31/2023 |
Strategy Asset Managers LLC | 19,622 | $676 | 12/31/2023 |
PAVE | 19,622 | $676 | 12/31/2023 |
Citigroup Inc. | 19,570 | $674 | 12/31/2023 |
PAVE | 19,570 | $674 | 12/31/2023 |
Altus Wealth Group LLC | 19,547 | $674 | 12/31/2023 |
PAVE | 19,547 | $674 | 12/31/2023 |
Castle Wealth Management LLC | 19,403 | $672 | 12/31/2023 |
PAVE | 19,403 | $672 | 12/31/2023 |
Citizens Financial Group Inc RI | 19,363 | $667 | 12/31/2023 |
PAVE | 19,363 | $667 | 12/31/2023 |
Vestcor Inc | 18,930 | $652 | 12/31/2023 |
PAVE | 18,930 | $652 | 12/31/2023 |
Stamos Capital Partners L.P. | 18,880 | $651 | 12/31/2023 |
PAVE | 18,880 | $651 | 12/31/2023 |
Lincoln National Corp | 18,857 | $650 | 12/31/2023 |
PAVE | 18,857 | $650 | 12/31/2023 |
Raymond James Trust N.A. | 18,734 | $646 | 12/31/2023 |
PAVE | 18,734 | $646 | 12/31/2023 |
SFI Advisors LLC | 18,472 | $637 | 12/31/2023 |
PAVE | 18,472 | $637 | 12/31/2023 |
Hazlett Burt & Watson Inc. | 18,370 | $633 | 12/31/2023 |
PAVE | 18,370 | $633 | 12/31/2023 |
Accel Wealth Management | 18,330 | $632 | 12/31/2023 |
PAVE | 18,330 | $632 | 12/31/2023 |
Investors Research Corp | 18,235 | $628 | 12/31/2023 |
PAVE | 18,235 | $628 | 12/31/2023 |
Mine & Arao Wealth Creation & Management LLC. | 17,551 | $605 | 12/31/2023 |
PAVE | 17,551 | $605 | 12/31/2023 |
Kestra Private Wealth Services LLC | 17,483 | $602 | 12/31/2023 |
PAVE | 17,483 | $602 | 12/31/2023 |
Geneos Wealth Management Inc. | 17,467 | $602 | 12/31/2023 |
PAVE | 17,467 | $602 | 12/31/2023 |
Integrated Wealth Concepts LLC | 17,328 | $597 | 12/31/2023 |
PAVE | 17,328 | $597 | 12/31/2023 |
Laidlaw Wealth Management LLC | 17,268 | $595 | 12/31/2023 |
PAVE | 17,268 | $595 | 12/31/2023 |
All Season Financial Advisors Inc. | 14,852 | $591 | 03/31/2024 |
PAVE | 14,852 | $591 | 03/31/2024 |
D.A. Davidson & CO. | 17,162 | $591 | 12/31/2023 |
PAVE | 17,162 | $591 | 12/31/2023 |
Tidemark LLC | 16,910 | $583 | 12/31/2023 |
PAVE | 16,910 | $583 | 12/31/2023 |
Sage Mountain Advisors LLC | 16,528 | $570 | 12/31/2023 |
PAVE | 16,528 | $570 | 12/31/2023 |
Capital Management Associates NY | 16,525 | $569 | 12/31/2023 |
PAVE | 16,525 | $569 | 12/31/2023 |
Claro Advisors LLC | 14,265 | $568 | 03/31/2024 |
PAVE | 14,265 | $568 | 03/31/2024 |
Tandem Capital Management Corp ADV | 15,950 | $550 | 12/31/2023 |
PAVE | 15,950 | $550 | 12/31/2023 |
Stevard LLC | 15,885 | $547 | 12/31/2023 |
PAVE | 15,885 | $547 | 12/31/2023 |
Advisors Capital Management LLC | 15,294 | $527 | 12/31/2023 |
PAVE | 15,294 | $527 | 12/31/2023 |
Princeton Global Asset Management LLC | 14,879 | $513 | 12/31/2023 |
PAVE | 14,879 | $513 | 12/31/2023 |
Beacon Financial Advisory LLC | 14,840 | $511 | 12/31/2023 |
PAVE | 14,840 | $511 | 12/31/2023 |
EverSource Wealth Advisors LLC | 14,558 | $502 | 12/31/2023 |
PAVE | 14,558 | $502 | 12/31/2023 |
Ferguson Wellman Capital Management Inc. | 12,489 | $497 | 03/31/2024 |
PAVE | 12,489 | $497 | 03/31/2024 |
Investment Partners Asset Management Inc. | 12,476 | $497 | 03/31/2024 |
PAVE | 12,476 | $497 | 03/31/2024 |
Journey Advisory Group LLC | 14,294 | $493 | 12/31/2023 |
PAVE | 14,294 | $493 | 12/31/2023 |
Diversified LLC | 13,725 | $473 | 12/31/2023 |
PAVE | 13,725 | $473 | 12/31/2023 |
BigSur Wealth Management LLC | 13,600 | $471 | 12/31/2023 |
PAVE | 13,600 | $471 | 12/31/2023 |
Coastal Investment Advisors Inc. | 13,586 | $468 | 12/31/2023 |
PAVE | 13,586 | $468 | 12/31/2023 |
Stephens Inc. AR | 13,433 | $463 | 12/31/2023 |
PAVE | 13,433 | $463 | 12/31/2023 |
Eagle Wealth Strategies LLC | 11,659 | $461 | 03/31/2024 |
PAVE | 11,659 | $461 | 03/31/2024 |
GPS Wealth Strategies Group LLC | 13,344 | $460 | 12/31/2023 |
PAVE | 13,344 | $460 | 12/31/2023 |
1776 Wealth LLC | 13,310 | $459 | 12/31/2023 |
PAVE | 13,310 | $459 | 12/31/2023 |
Private Trust Co. NA | 13,148 | $453 | 12/31/2023 |
PAVE | 13,148 | $453 | 12/31/2023 |
Cornerstone Wealth Management LLC | 13,074 | $451 | 12/31/2023 |
PAVE | 13,074 | $451 | 12/31/2023 |
Willner & Heller LLC | 12,965 | $447 | 12/31/2023 |
PAVE | 12,965 | $447 | 12/31/2023 |
BNP Paribas Arbitrage SA | 12,947 | $446 | 12/31/2023 |
PAVE | 12,947 | $446 | 12/31/2023 |
Resources Investment Advisors LLC. | 12,901 | $445 | 12/31/2023 |
PAVE | 12,901 | $445 | 12/31/2023 |
Concurrent Investment Advisors LLC | 12,752 | $439 | 12/31/2023 |
PAVE | 12,752 | $439 | 12/31/2023 |
Swisher Financial Concepts Inc. | 13,072 | $436 | 12/31/2023 |
PAVE | 13,072 | $436 | 12/31/2023 |
Ancora Advisors LLC | 12,555 | $433 | 12/31/2023 |
PAVE | 12,555 | $433 | 12/31/2023 |
Paragon Wealth Strategies LLC | 12,580 | $433 | 12/31/2023 |
PAVE | 12,580 | $433 | 12/31/2023 |
Sigma Planning Corp | 12,377 | $427 | 12/31/2023 |
PAVE | 12,377 | $427 | 12/31/2023 |
Alpha Financial Partners LLC | 12,370 | $426 | 12/31/2023 |
PAVE | 12,370 | $426 | 12/31/2023 |
Mechanics Bank Trust Department | 10,575 | $421 | 03/31/2024 |
PAVE | 10,575 | $421 | 03/31/2024 |
STA Wealth Management LLC | 12,090 | $417 | 12/31/2023 |
PAVE | 12,090 | $417 | 12/31/2023 |
Acorn Wealth Advisors LLC | 12,082 | $416 | 12/31/2023 |
PAVE | 12,082 | $416 | 12/31/2023 |
Captrust Financial Advisors | 12,052 | $415 | 12/31/2023 |
PAVE | 12,052 | $415 | 12/31/2023 |
CAPROCK Group Inc. | 11,792 | $408 | 12/31/2023 |
PAVE | 11,792 | $408 | 12/31/2023 |
Core Wealth Advisors Inc. | 11,712 | $404 | 12/31/2023 |
PAVE | 11,712 | $404 | 12/31/2023 |
Consolidated Portfolio Review Corp | 11,708 | $403 | 12/31/2023 |
PAVE | 11,708 | $403 | 12/31/2023 |
Tradition Wealth Management LLC | 11,499 | $396 | 12/31/2023 |
PAVE | 11,499 | $396 | 12/31/2023 |
Spire Wealth Management | 11,616 | $393 | 12/31/2023 |
PAVE | 11,616 | $393 | 12/31/2023 |
Sawtooth Solutions LLC | 11,199 | $386 | 12/31/2023 |
PAVE | 11,199 | $386 | 12/31/2023 |
RPg Family Wealth Advisory LLC | 11,162 | $386 | 12/31/2023 |
PAVE | 11,162 | $386 | 12/31/2023 |
Apollon Wealth Management LLC | 11,188 | $386 | 12/31/2023 |
PAVE | 11,188 | $386 | 12/31/2023 |
Bleakley Financial Group LLC | 11,199 | $386 | 12/31/2023 |
PAVE | 11,199 | $386 | 12/31/2023 |
Great Diamond Partners LLC | 11,117 | $383 | 12/31/2023 |
PAVE | 11,117 | $383 | 12/31/2023 |
Conservest Capital Advisors Inc. | 11,055 | $381 | 12/31/2023 |
PAVE | 11,055 | $381 | 12/31/2023 |
Cascade Investment Group Inc. | 11,028 | $380 | 12/31/2023 |
PAVE | 11,028 | $380 | 12/31/2023 |
DAVENPORT & Co LLC | 10,899 | $376 | 12/31/2023 |
PAVE | 10,899 | $376 | 12/31/2023 |
Arkadios Wealth Advisors | 10,874 | $375 | 12/31/2023 |
PAVE | 10,874 | $375 | 12/31/2023 |
Capital Asset Advisory Services LLC | 9,308 | $370 | 03/31/2024 |
PAVE | 9,308 | $370 | 03/31/2024 |
Elevated Capital Advisors LLC | 9,091 | $362 | 03/31/2024 |
PAVE | 9,091 | $362 | 03/31/2024 |
Benjamin F. Edwards & Company Inc. | 10,497 | $362 | 12/31/2023 |
PAVE | 10,497 | $362 | 12/31/2023 |
Invesco Ltd. | 10,223 | $352 | 12/31/2023 |
PAVE | 10,223 | $352 | 12/31/2023 |
International Assets Investment Management LLC | 8,891 | $351 | 03/31/2024 |
PAVE | 8,891 | $351 | 03/31/2024 |
Mutual Advisors LLC | 10,183 | $351 | 12/31/2023 |
PAVE | 10,183 | $351 | 12/31/2023 |
Good Life Advisors LLC | 10,111 | $348 | 12/31/2023 |
PAVE | 10,111 | $348 | 12/31/2023 |
DHK Financial Advisors Inc. | 10,000 | $345 | 12/31/2023 |
PAVE | 10,000 | $345 | 12/31/2023 |
Purus Wealth Management LLC | 8,532 | $340 | 03/31/2024 |
PAVE | 8,532 | $340 | 03/31/2024 |
Centurion Wealth Management LLC | 9,873 | $340 | 12/31/2023 |
PAVE | 9,873 | $340 | 12/31/2023 |
RFG Advisory LLC | 8,298 | $330 | 03/31/2024 |
PAVE | 8,298 | $330 | 03/31/2024 |
Triumph Capital Management | 9,518 | $329 | 12/31/2023 |
PAVE | 9,518 | $329 | 12/31/2023 |
Avondale Wealth Management | 8,158 | $325 | 03/31/2024 |
PAVE | 8,158 | $325 | 03/31/2024 |
First Manhattan Co. | 9,343 | $322 | 12/31/2023 |
PAVE | 9,343 | $322 | 12/31/2023 |
CI Private Wealth LLC | 9,322 | $321 | 12/31/2023 |
PAVE | 9,322 | $321 | 12/31/2023 |
Whittier Trust Co. | 9,189 | $317 | 12/31/2023 |
PAVE | 9,189 | $317 | 12/31/2023 |
RiverFront Investment Group LLC | 9,220 | $317 | 12/31/2023 |
PAVE | 9,220 | $317 | 12/31/2023 |
Endowment Wealth Management Inc. | 9,194 | $317 | 12/31/2023 |
PAVE | 9,194 | $317 | 12/31/2023 |
Grandview Asset Management LLC | 7,921 | $315 | 03/31/2024 |
PAVE | 7,921 | $315 | 03/31/2024 |
Total Clarity Wealth Management Inc. | 9,085 | $313 | 12/31/2023 |
PAVE | 9,085 | $313 | 12/31/2023 |
Werba Rubin Papier Wealth Management | 9,001 | $312 | 12/31/2023 |
PAVE | 9,001 | $312 | 12/31/2023 |
Valmark Advisers Inc. | 8,970 | $309 | 12/31/2023 |
PAVE | 8,970 | $309 | 12/31/2023 |
GSG Advisors LLC | 7,696 | $305 | 03/31/2024 |
PAVE | 7,696 | $305 | 03/31/2024 |
Kraft Davis & Associates LLC | 8,927 | $305 | 12/31/2023 |
PAVE | 8,927 | $305 | 12/31/2023 |
Global Retirement Partners LLC | 9,094 | $304 | 12/31/2023 |
PAVE | 9,094 | $304 | 12/31/2023 |
Cresset Asset Management LLC | 8,767 | $302 | 12/31/2023 |
PAVE | 8,767 | $302 | 12/31/2023 |
Wolverine Trading LLC | $300 | 12/31/2023 | |
Call | 8,700 | $300 | 12/31/2023 |
Advisors Management Group Inc. ADV | 8,482 | $292 | 12/31/2023 |
PAVE | 8,482 | $292 | 12/31/2023 |
Scissortail Wealth Management LLC | 8,435 | $292 | 12/31/2023 |
PAVE | 8,435 | $292 | 12/31/2023 |
Wealthspan Partners LLC | 8,461 | $292 | 12/31/2023 |
PAVE | 8,461 | $292 | 12/31/2023 |
Means Investment CO. Inc. | 7,254 | $289 | 03/31/2024 |
PAVE | 7,254 | $289 | 03/31/2024 |
Lido Advisors LLC | 8,354 | $289 | 12/31/2023 |
PAVE | 8,354 | $289 | 12/31/2023 |
Jacobi Capital Management LLC | 8,346 | $288 | 12/31/2023 |
PAVE | 8,346 | $288 | 12/31/2023 |
Kovack Advisors Inc. | 8,355 | $288 | 12/31/2023 |
PAVE | 8,355 | $288 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 8,276 | $285 | 12/31/2023 |
PAVE | 8,276 | $285 | 12/31/2023 |
ORG Partners LLC | 8,229 | $284 | 12/31/2023 |
PAVE | 8,229 | $284 | 12/31/2023 |
Planning Directions Inc. | 8,104 | $279 | 12/31/2023 |
PAVE | 8,104 | $279 | 12/31/2023 |
Channel Wealth LLC | 6,973 | $278 | 03/31/2024 |
PAVE | 6,973 | $278 | 03/31/2024 |
Valley National Advisers Inc. | 8,032 | $276 | 12/31/2023 |
PAVE | 8,032 | $276 | 12/31/2023 |
Cullen Frost Bankers Inc. | 7,975 | $275 | 12/31/2023 |
PAVE | 7,975 | $275 | 12/31/2023 |
Avitas Wealth Management LLC | 7,954 | $274 | 12/31/2023 |
PAVE | 7,954 | $274 | 12/31/2023 |
Financial Partners Group Inc | 7,799 | $269 | 12/31/2023 |
PAVE | 7,799 | $269 | 12/31/2023 |
The PNC Financial Services Group Inc. | 7,637 | $263 | 12/31/2023 |
PAVE | 7,637 | $263 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 6,593 | $262 | 03/31/2024 |
PAVE | 6,593 | $262 | 03/31/2024 |
Executive Wealth Management LLC | 7,570 | $261 | 12/31/2023 |
PAVE | 7,570 | $261 | 12/31/2023 |
One Capital Management LLC | 7,562 | $261 | 12/31/2023 |
PAVE | 7,562 | $261 | 12/31/2023 |
Whalen Wealth Management Inc. | 7,562 | $261 | 12/31/2023 |
PAVE | 7,562 | $261 | 12/31/2023 |
First Heartland Consultants Inc. | 7,498 | $259 | 12/31/2023 |
PAVE | 7,498 | $259 | 12/31/2023 |
Alpha Cubed Investments LLC | 7,400 | $255 | 12/31/2023 |
PAVE | 7,400 | $255 | 12/31/2023 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,389 | $255 | 12/31/2023 |
PAVE | 7,389 | $255 | 12/31/2023 |
Pine Valley Investments Ltd Liability Co | 7,338 | $254 | 12/31/2023 |
PAVE | 7,338 | $254 | 12/31/2023 |
Bank of New York Mellon Corp | 7,322 | $252 | 12/31/2023 |
PAVE | 7,322 | $252 | 12/31/2023 |
1858 Wealth Management LLC | 6,245 | $249 | 03/31/2024 |
PAVE | 6,245 | $249 | 03/31/2024 |
Capital Insight Partners LLC | 6,209 | $247 | 03/31/2024 |
PAVE | 6,209 | $247 | 03/31/2024 |
Pinnacle Associates Ltd. | 7,170 | $247 | 12/31/2023 |
PAVE | 7,170 | $247 | 12/31/2023 |
US Bancorp DE | 7,078 | $244 | 12/31/2023 |
PAVE | 7,078 | $244 | 12/31/2023 |
Lindbrook Capital LLC | 7,072 | $244 | 12/31/2023 |
PAVE | 7,072 | $244 | 12/31/2023 |
Verdence Capital Advisors LLC | 7,011 | $242 | 12/31/2023 |
PAVE | 7,011 | $242 | 12/31/2023 |
Sandbox Financial Partners LLC | 6,051 | $241 | 03/31/2024 |
PAVE | 6,051 | $241 | 03/31/2024 |
Simplicity Wealth LLC | 6,859 | $236 | 12/31/2023 |
PAVE | 6,859 | $236 | 12/31/2023 |
Brandywine Oak Private Wealth LLC | 6,812 | $235 | 12/31/2023 |
PAVE | 6,812 | $235 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 6,757 | $233 | 12/31/2023 |
PAVE | 6,757 | $233 | 12/31/2023 |
Archford Capital Strategies LLC | 6,772 | $233 | 12/31/2023 |
PAVE | 6,772 | $233 | 12/31/2023 |
Prosperity Wealth Management Inc. | 6,617 | $228 | 12/31/2023 |
PAVE | 6,617 | $228 | 12/31/2023 |
Beacon Pointe Advisors LLC | 6,515 | $225 | 12/31/2023 |
PAVE | 6,515 | $225 | 12/31/2023 |
RWM Asset Management LLC | 5,628 | $224 | 03/31/2024 |
PAVE | 5,628 | $224 | 03/31/2024 |
CM Wealth Advisors LLC | 6,466 | $224 | 12/31/2023 |
PAVE | 6,466 | $224 | 12/31/2023 |
FRG Family Wealth Advisors LLC | 6,490 | $224 | 12/31/2023 |
PAVE | 6,490 | $224 | 12/31/2023 |
Advisory Services Network LLC | 6,445 | $222 | 12/31/2023 |
PAVE | 6,445 | $222 | 12/31/2023 |
Wsfs Capital Management LLC | 6,417 | $221 | 12/31/2023 |
PAVE | 6,417 | $221 | 12/31/2023 |
TD Waterhouse Canada Inc. | 6,350 | $220 | 12/31/2023 |
PAVE | 6,350 | $220 | 12/31/2023 |
Berger Financial Group Inc | 5,397 | $215 | 03/31/2024 |
PAVE | 5,397 | $215 | 03/31/2024 |
SlateStone Wealth LLC | 6,233 | $215 | 12/31/2023 |
PAVE | 6,233 | $215 | 12/31/2023 |
Gladstone Institutional Advisory LLC | 6,209 | $214 | 12/31/2023 |
PAVE | 6,209 | $214 | 12/31/2023 |
Townsquare Capital LLC | 6,166 | $212 | 12/31/2023 |
PAVE | 6,166 | $212 | 12/31/2023 |
GTS Securities LLC | 5,877 | $203 | 12/31/2023 |
PAVE | 5,877 | $203 | 12/31/2023 |
Financial Advisory Service Inc. | 5,789 | $199 | 12/31/2023 |
PAVE | 5,789 | $199 | 12/31/2023 |
Farther Finance Advisors LLC | 5,747 | $198 | 12/31/2023 |
PAVE | 5,747 | $198 | 12/31/2023 |
Peoples Bank KS | 4,385 | $175 | 03/31/2024 |
PAVE | 4,385 | $175 | 03/31/2024 |
Tyler Stone Wealth Management | 4,583 | $158 | 12/31/2023 |
PAVE | 4,583 | $158 | 12/31/2023 |
Cornerstone Planning Group LLC | 4,511 | $155 | 12/31/2023 |
PAVE | 4,511 | $155 | 12/31/2023 |
Proequities Inc. | 4,159 | $144 | 12/31/2023 |
PAVE | 4,159 | $144 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 4,110 | $142 | 12/31/2023 |
PAVE | 4,110 | $142 | 12/31/2023 |
Concord Wealth Partners | 3,628 | $125 | 12/31/2023 |
PAVE | 3,628 | $125 | 12/31/2023 |
BOKF NA | 3,425 | $118 | 12/31/2023 |
PAVE | 3,425 | $118 | 12/31/2023 |
AdvisorNet Financial Inc | 2,766 | $110 | 03/31/2024 |
PAVE | 2,766 | $110 | 03/31/2024 |
Signaturefd LLC | 2,928 | $101 | 12/31/2023 |
PAVE | 2,928 | $101 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 2,857 | $98 | 12/31/2023 |
PAVE | 2,857 | $98 | 12/31/2023 |
Macroview Investment Management LLC | 2,652 | $91 | 12/31/2023 |
PAVE | 2,652 | $91 | 12/31/2023 |
Beacon Capital Management LLC | 2,642 | $91 | 12/31/2023 |
PAVE | 2,642 | $91 | 12/31/2023 |
Walleye Trading LLC | $90 | 12/31/2023 | |
Put | 14,200 | $489 | 12/31/2023 |
Call | 8,700 | $300 | 12/31/2023 |
PAVE | 8,096 | $279 | 12/31/2023 |
ICA Group Wealth Management LLC | 2,556 | $88 | 12/31/2023 |
PAVE | 2,556 | $88 | 12/31/2023 |
Register Financial Advisors LLC | 1,841 | $73 | 03/31/2024 |
PAVE | 1,841 | $73 | 03/31/2024 |
Interactive Financial Advisors | 2,044 | $70 | 12/31/2023 |
PAVE | 2,044 | $70 | 12/31/2023 |
Cutler Group LP | $70 | 12/31/2023 | |
Call | 9,500 | $60 | 12/31/2023 |
PAVE | 300 | $10 | 12/31/2023 |
Put | 500 | $0 | 12/31/2023 |
Colonial Trust Co SC | 2,000 | $69 | 12/31/2023 |
PAVE | 2,000 | $69 | 12/31/2023 |
Creekmur Asset Management LLC | 1,775 | $61 | 12/31/2023 |
PAVE | 1,775 | $61 | 12/31/2023 |
Venturi Wealth Management LLC | 1,740 | $60 | 12/31/2023 |
PAVE | 1,740 | $60 | 12/31/2023 |
Richard W. Paul & Associates LLC | 1,753 | $60 | 12/31/2023 |
PAVE | 1,753 | $60 | 12/31/2023 |
Tower Research Capital LLC TRC | 1,635 | $56 | 12/31/2023 |
PAVE | 1,635 | $56 | 12/31/2023 |
Jackson Grant Investment Advisers Inc. | 1,616 | $56 | 12/31/2023 |
PAVE | 1,616 | $56 | 12/31/2023 |
First United Bank Trust | 1,565 | $54 | 12/31/2023 |
PAVE | 1,565 | $54 | 12/31/2023 |
Founders Financial Alliance LLC | 1,563 | $54 | 12/31/2023 |
PAVE | 1,563 | $54 | 12/31/2023 |
Sound Income Strategies LLC | 1,054 | $42 | 03/31/2024 |
PAVE | 1,054 | $42 | 03/31/2024 |
Planning Capital Management Corp | 1,179 | $41 | 12/31/2023 |
PAVE | 1,179 | $41 | 12/31/2023 |
Richardson Capital Management LLC | 977 | $39 | 03/31/2024 |
PAVE | 977 | $39 | 03/31/2024 |
Winch Advisory Services LLC | 1,034 | $36 | 12/31/2023 |
PAVE | 1,034 | $36 | 12/31/2023 |
Impact Partnership Wealth LLC | 1,033 | $36 | 12/31/2023 |
PAVE | 1,033 | $36 | 12/31/2023 |
U S Global Investors Inc. | 1,000 | $34 | 12/31/2023 |
PAVE | 1,000 | $34 | 12/31/2023 |
Hollencrest Capital Management | 1,000 | $34 | 12/31/2023 |
PAVE | 1,000 | $34 | 12/31/2023 |
AllSquare Wealth Management LLC | 1,000 | $34 | 12/31/2023 |
PAVE | 1,000 | $34 | 12/31/2023 |
Greenwood Gearhart Inc. | 952 | $33 | 12/31/2023 |
PAVE | 952 | $33 | 12/31/2023 |
Bank of New Hampshire | 800 | $32 | 03/31/2024 |
PAVE | 800 | $32 | 03/31/2024 |
Salomon & Ludwin LLC | 915 | $32 | 12/31/2023 |
PAVE | 915 | $32 | 12/31/2023 |
Capital Investment Advisory Services LLC | 867 | $30 | 12/31/2023 |
PAVE | 867 | $30 | 12/31/2023 |
Sunbelt Securities Inc. | 700 | $28 | 03/31/2024 |
PAVE | 700 | $28 | 03/31/2024 |
Addison Advisors LLC | 800 | $28 | 12/31/2023 |
PAVE | 800 | $28 | 12/31/2023 |
Crewe Advisors LLC | 612 | $21 | 12/31/2023 |
PAVE | 612 | $21 | 12/31/2023 |
Global Trust Asset Management LLC | 450 | $18 | 03/31/2024 |
PAVE | 450 | $18 | 03/31/2024 |
Archer Investment Corp | 512 | $18 | 12/31/2023 |
PAVE | 512 | $18 | 12/31/2023 |
MCF Advisors LLC | 420 | $17 | 03/31/2024 |
PAVE | 420 | $17 | 03/31/2024 |
BOK Financial Private Wealth Inc. | 500 | $17 | 12/31/2023 |
PAVE | 500 | $17 | 12/31/2023 |
EdgeRock Capital LLC | 477 | $17 | 12/31/2023 |
PAVE | 477 | $17 | 12/31/2023 |
VitalStone Financial LLC | 500 | $17 | 12/31/2023 |
PAVE | 500 | $17 | 12/31/2023 |
Dividend Assets Capital LLC | 450 | $16 | 12/31/2023 |
PAVE | 450 | $16 | 12/31/2023 |
RFP Financial Group LLC | 478 | $16 | 12/31/2023 |
PAVE | 478 | $16 | 12/31/2023 |
Rogco LP | 475 | $16 | 12/31/2023 |
PAVE | 475 | $16 | 12/31/2023 |
Plante Moran Financial Advisors LLC | 448 | $15 | 12/31/2023 |
PAVE | 448 | $15 | 12/31/2023 |
Bfsg LLC | 430 | $15 | 12/31/2023 |
PAVE | 430 | $15 | 12/31/2023 |
M&R Capital Management Inc. | 350 | $14 | 03/31/2024 |
PAVE | 350 | $14 | 03/31/2024 |
Glenmede Trust Co. NA | 400 | $14 | 12/31/2023 |
PAVE | 400 | $14 | 12/31/2023 |
Sandy Spring Bank | 407 | $14 | 12/31/2023 |
PAVE | 407 | $14 | 12/31/2023 |
Main Street Group LTD | 401 | $14 | 12/31/2023 |
PAVE | 401 | $14 | 12/31/2023 |
Trust Co. of Vermont | 380 | $13 | 12/31/2023 |
PAVE | 380 | $13 | 12/31/2023 |
Pacific Center for Financial Services | 365 | $13 | 12/31/2023 |
PAVE | 365 | $13 | 12/31/2023 |
LM Advisors LLC | 390 | $13 | 12/31/2023 |
PAVE | 390 | $13 | 12/31/2023 |
Able Wealth Management LLC | 376 | $13 | 12/31/2023 |
PAVE | 376 | $13 | 12/31/2023 |
Bogart Wealth LLC | 327 | $11 | 12/31/2023 |
PAVE | 327 | $11 | 12/31/2023 |
Future Financial Wealth Managment LLC | 215 | $9 | 03/31/2024 |
PAVE | 215 | $9 | 03/31/2024 |
PFS Partners LLC | 218 | $9 | 03/31/2024 |
PAVE | 218 | $9 | 03/31/2024 |
Institutional & Family Asset Management LLC | 250 | $9 | 12/31/2023 |
PAVE | 250 | $9 | 12/31/2023 |
Huntington National Bank | 232 | $8 | 12/31/2023 |
PAVE | 232 | $8 | 12/31/2023 |
Group One Trading L.P. | $8 | 12/31/2023 | |
Call | 1,300 | $8 | 12/31/2023 |
Aptus Capital Advisors LLC | 223 | $8 | 12/31/2023 |
PAVE | 223 | $8 | 12/31/2023 |
FSA Wealth Management LLC | 228 | $8 | 12/31/2023 |
PAVE | 228 | $8 | 12/31/2023 |
Tennessee Valley Asset Management Partners | 239 | $8 | 12/31/2023 |
PAVE | 239 | $8 | 12/31/2023 |
Pinnacle Bank | 171 | $7 | 03/31/2024 |
PAVE | 171 | $7 | 03/31/2024 |
Fifth Third Bancorp | 200 | $7 | 12/31/2023 |
PAVE | 200 | $7 | 12/31/2023 |
Prestige Wealth Management Group LLC | 195 | $7 | 12/31/2023 |
PAVE | 195 | $7 | 12/31/2023 |
Bellevue Asset Management LLC | 202 | $7 | 12/31/2023 |
PAVE | 202 | $7 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 216 | $7 | 12/31/2023 |
PAVE | 216 | $7 | 12/31/2023 |
Atticus Wealth Management LLC | 150 | $6 | 03/31/2024 |
PAVE | 150 | $6 | 03/31/2024 |
Edmond DE Rothschild Holding S.A. | 135 | $5 | 12/31/2023 |
PAVE | 135 | $5 | 12/31/2023 |
Parallel Advisors LLC | 136 | $5 | 12/31/2023 |
PAVE | 136 | $5 | 12/31/2023 |
Running Point Capital Advisors LLC | 150 | $5 | 12/31/2023 |
PAVE | 150 | $5 | 12/31/2023 |
Coppell Advisory Solutions LLC | 135 | $5 | 12/31/2023 |
PAVE | 135 | $5 | 12/31/2023 |
Armstrong Advisory Group Inc. | 95 | $4 | 03/31/2024 |
PAVE | 95 | $4 | 03/31/2024 |
Carmichael Hill & Associates Inc. | 120 | $4 | 12/31/2023 |
PAVE | 120 | $4 | 12/31/2023 |
Retirement Group LLC | 105 | $4 | 12/31/2023 |
PAVE | 105 | $4 | 12/31/2023 |
Key Financial Inc | 106 | $4 | 12/31/2023 |
PAVE | 106 | $4 | 12/31/2023 |
Farmers & Merchants Investments Inc. | 64 | $3 | 03/31/2024 |
PAVE | 64 | $3 | 03/31/2024 |
AlphaMark Advisors LLC | 75 | $3 | 03/31/2024 |
PAVE | 75 | $3 | 03/31/2024 |
Nomura Asset Management Co. Ltd. | 100 | $3 | 12/31/2023 |
PAVE | 100 | $3 | 12/31/2023 |
Larson Financial Group LLC | 93 | $3 | 12/31/2023 |
PAVE | 93 | $3 | 12/31/2023 |
Global Wealth Management Investment Advisory Inc. | 75 | $3 | 12/31/2023 |
PAVE | 75 | $3 | 12/31/2023 |
Aspect Partners LLC | 76 | $3 | 12/31/2023 |
PAVE | 76 | $3 | 12/31/2023 |
Salem Investment Counselors Inc. | 50 | $2 | 03/31/2024 |
PAVE | 50 | $2 | 03/31/2024 |
Pflug Koory LLC | 50 | $2 | 03/31/2024 |
PAVE | 50 | $2 | 03/31/2024 |
McIlrath & Eck LLC | 50 | $2 | 12/31/2023 |
PAVE | 50 | $2 | 12/31/2023 |
WealthShield Partners LLC | 49 | $2 | 12/31/2023 |
PAVE | 49 | $2 | 12/31/2023 |
Bell Investment Advisors Inc | 72 | $2 | 12/31/2023 |
PAVE | 72 | $2 | 12/31/2023 |
Atlas Capital Advisors LLC | 26 | $1 | 03/31/2024 |
PAVE | 26 | $1 | 03/31/2024 |
Caldwell Sutter Capital Inc. | 17 | $1 | 12/31/2023 |
PAVE | 17 | $1 | 12/31/2023 |
Howe & Rusling Inc. | 30 | $1 | 12/31/2023 |
PAVE | 30 | $1 | 12/31/2023 |
Logan Capital Management Inc. | 28 | $1 | 12/31/2023 |
PAVE | 28 | $1 | 12/31/2023 |
Assetmark Inc. | 36 | $1 | 12/31/2023 |
PAVE | 36 | $1 | 12/31/2023 |
Gradient Investments LLC | 25 | $1 | 12/31/2023 |
PAVE | 25 | $1 | 12/31/2023 |
Ronald Blue Trust Inc. | 17 | $1 | 12/31/2023 |
PAVE | 17 | $1 | 12/31/2023 |
Covestor Ltd | 18 | $1 | 12/31/2023 |
PAVE | 18 | $1 | 12/31/2023 |
ST Germain D J Co. Inc. | 10 | $0 | 03/31/2024 |
PAVE | 10 | $0 | 03/31/2024 |
Hexagon Capital Partners LLC | 1 | $0 | 03/31/2024 |
PAVE | 1 | $0 | 03/31/2024 |
NBT Bank N A NY | 2 | $0 | 12/31/2023 |
PAVE | 2 | $0 | 12/31/2023 |
Horizon Investments LLC | 8 | $0 | 12/31/2023 |
PAVE | 8 | $0 | 12/31/2023 |
Activest Wealth Management | 0 | $0 | 12/31/2023 |
PAVE | 0 | $0 | 12/31/2023 |
American Capital Advisory LLC | 3 | $0 | 12/31/2023 |
PAVE | 3 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PAVE
See Details: Top 10 Hedge Funds Holding PAVE
Also See: PAVE Holdings Changes
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