HoldingsChannel.com
Funds Holding PBW
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE341,844$11,701 12/31/2019
     PBW341,844$11,701 12/31/2019
Morgan Stanley241,577$8,269 12/31/2019
     PBW241,577$8,269 12/31/2019
HighTower Advisors LLC239,887$8,213 12/31/2019
     PBW239,887$8,213 12/31/2019
Zurich Insurance Group Ltd FI174,239$5,964 12/31/2019
     PBW174,239$5,964 12/31/2019
Raymond James & Associates116,324$3,982 12/31/2019
     PBW116,324$3,982 12/31/2019
UBS Group AG111,244$3,808 12/31/2019
     PBW111,244$3,808 12/31/2019
Stephens Inc. AR107,303$3,673 12/31/2019
     PBW107,303$3,673 12/31/2019
Wells Fargo & Company MN70,511$2,414 12/31/2019
     PBW70,511$2,414 12/31/2019
Goldman Sachs Group Inc.69,762$2,388 12/31/2019
     PBW69,762$2,388 12/31/2019
LPL Financial LLC53,520$1,832 12/31/2019
     PBW53,520$1,832 12/31/2019
John G Ullman & Associates Inc.42,130$1,442 12/31/2019
     PBW42,130$1,442 12/31/2019
Family Firm Inc.37,604$1,287 12/31/2019
     PBW37,604$1,287 12/31/2019
Lazard Asset Management LLC36,450$1,247 12/31/2019
     PBW36,450$1,247 12/31/2019
Professional Planning34,693$1,187 12/31/2019
     PBW34,693$1,187 12/31/2019
Truist Financial Corp32,220$1,103 12/31/2019
     PBW32,220$1,103 12/31/2019
EP Wealth Advisors LLC28,668$981 12/31/2019
     PBW28,668$981 12/31/2019
Ameriprise Financial Inc.28,275$960 12/31/2019
     PBW28,275$960 12/31/2019
Ladenburg Thalmann Financial Services Inc.27,706$949 12/31/2019
     PBW27,706$949 12/31/2019
Citadel Advisors LLC $738 12/31/2019
     PBW29,639$1,015 12/31/2019
     Put8,100$277 12/31/2019
Covington Capital Management17,500$599 12/31/2019
     PBW17,500$599 12/31/2019
National Asset Management Inc.16,832$577 12/31/2019
     PBW16,832$577 12/31/2019
Stifel Financial Corp15,379$524 12/31/2019
     PBW15,379$524 12/31/2019
Jane Street Group LLC13,324$456 12/31/2019
     PBW13,324$456 12/31/2019
Commonwealth Equity Services LLC12,694$434 12/31/2019
     PBW12,694$434 12/31/2019
Envestnet Asset Management Inc.12,388$424 12/31/2019
     PBW12,388$424 12/31/2019
Raymond James Financial Services Advisors Inc.11,670$399 12/31/2019
     PBW11,670$399 12/31/2019
Neuberger Berman Group LLC11,300$387 12/31/2019
     PBW11,300$387 12/31/2019
Valley National Advisers Inc.11,088$380 12/31/2019
     PBW11,088$380 12/31/2019
Veritable L.P.10,104$346 12/31/2019
     PBW10,104$346 12/31/2019
Janney Montgomery Scott LLC9,543$327 12/31/2019
     PBW9,543$327 12/31/2019
Alpine Woods Capital Investors LLC9,000$308 12/31/2019
     PBW9,000$308 12/31/2019
North Star Investment Management Corp.8,507$291 12/31/2019
     PBW8,507$291 12/31/2019
Commerce Bank8,307$285 12/31/2019
     PBW8,307$285 12/31/2019
Cambridge Investment Research Advisors Inc.7,542$258 12/31/2019
     PBW7,542$258 12/31/2019
Eastern Bank7,510$257 12/31/2019
     PBW7,510$257 12/31/2019
Barrett Asset Management LLC7,320$251 12/31/2019
     PBW7,320$251 12/31/2019
Advisor Group Inc.7,202$247 12/31/2019
     PBW7,202$247 12/31/2019
CX Institutional6,563$225 12/31/2019
     PBW6,563$225 12/31/2019
Personal Resources Investment & Strategic Management Inc.6,539$224 12/31/2019
     PBW6,539$224 12/31/2019
Royal Bank of Canada6,492$222 12/31/2019
     PBW6,492$222 12/31/2019
Elwood & Goetz Wealth Advisory Group LLC5,965$204 12/31/2019
     PBW5,965$204 12/31/2019
Independent Advisor Alliance5,918$203 12/31/2019
     PBW5,918$203 12/31/2019
NEXT Financial Group Inc4,485$154 12/31/2019
     PBW4,485$154 12/31/2019
Townsend Asset Management Corp NC ADV3,576$122 12/31/2019
     PBW3,576$122 12/31/2019
Advisors Preferred LLC3,315$113 12/31/2019
     PBW3,315$113 12/31/2019
Steward Partners Investment Advisory LLC2,900$99 12/31/2019
     PBW2,900$99 12/31/2019
Advisory Alpha LLC2,273$83 12/31/2019
     PBW2,273$83 12/31/2019
PNC Financial Services Group Inc.2,353$81 12/31/2019
     PBW2,353$81 12/31/2019
HM Payson & Co.1,934$66 12/31/2019
     PBW1,934$66 12/31/2019
Glenmede Trust Co. NA1,701$58 12/31/2019
     PBW1,701$58 12/31/2019
CENTRAL TRUST Co1,500$51 12/31/2019
     PBW1,500$51 12/31/2019
Wealthcare Capital Management LLC1,358$46 12/31/2019
     PBW1,358$46 12/31/2019
Citigroup Inc.798$27 12/31/2019
     PBW798$27 12/31/2019
Carroll Financial Associates Inc.792$27 12/31/2019
     PBW792$27 12/31/2019
Flagship Harbor Advisors LLC541$19 12/31/2019
     PBW541$19 12/31/2019
Wealthcare Advisory Partners LLC458$16 12/31/2019
     PBW458$16 12/31/2019
Carolina Wealth Advisors LLC405$14 12/31/2019
     PBW405$14 12/31/2019
LWS Wealth Advisors Inc.320$11 12/31/2019
     PBW320$11 12/31/2019
FMR LLC270$9 12/31/2019
     PBW270$9 12/31/2019
Princeton Global Asset Management LLC250$9 12/31/2019
     PBW250$9 12/31/2019
Bank of Montreal Can230$8 12/31/2019
     PBW230$8 12/31/2019
City Holding Co.200$7 12/31/2019
     PBW200$7 12/31/2019
Ameritas Investment Partners Inc.232$7 12/31/2019
     PBW232$7 12/31/2019
Allworth Financial LP166$6 12/31/2019
     PBW166$6 12/31/2019
G&S Capital LLC200$6 12/31/2019
     PBW200$6 12/31/2019
Center for Financial Planning Inc.160$5 12/31/2019
     PBW160$5 12/31/2019
Lenox Wealth Advisors LLC109$4 12/31/2019
     PBW109$4 12/31/2019
Advisory Services Network LLC122$4 12/31/2019
     PBW122$4 12/31/2019
BerganKDV Wealth Management LLC95$3 12/31/2019
     PBW95$3 12/31/2019
Financial Management Professionals Inc.56$2 12/31/2019
     PBW56$2 12/31/2019
AlphaCore Capital LLC45$2 12/31/2019
     PBW45$2 12/31/2019
US Bancorp DE15$1 12/31/2019
     PBW15$1 12/31/2019
Institute for Wealth Management LLC.40$1 12/31/2019
     PBW40$1 12/31/2019
Focused Wealth Management Inc31$1 12/31/2019
     PBW31$1 12/31/2019
IFP Advisors Inc40$1 12/31/2019
     PBW40$1 12/31/2019
Patriot Financial Group Insurance Agency LLC25$1 12/31/2019
     PBW25$1 12/31/2019
Verus Capital Partners LLC21$1 12/31/2019
     PBW21$1 12/31/2019
Proequities Inc.0$0 12/31/2019
     PBW0$0 12/31/2019
TRUE Private Wealth Advisors5$0 12/31/2019
     PBW5$0 12/31/2019

See Summary: Institutional Holders of PBW
See Details: Top 10 Hedge Funds Holding PBW
Also See: PBW Holdings Changes

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