HoldingsChannel.com
Funds Holding PDP
HolderAmountPosition Size
($ in 1000's)
 As of
Gateway Advisory LLC1,563,987$100,658 12/31/2019
     PDP1,563,987$100,658 12/31/2019
Morgan Stanley1,562,026$100,532 12/31/2019
     PDP1,562,026$100,532 12/31/2019
Wells Fargo & Company MN1,501,819$96,657 12/31/2019
     PDP1,501,819$96,657 12/31/2019
Raymond James & Associates1,054,968$67,898 12/31/2019
     PDP1,054,968$67,898 12/31/2019
CWM LLC1,035,455$66,642 12/31/2019
     PDP1,035,455$66,642 12/31/2019
UBS Group AG753,817$48,516 12/31/2019
     PDP753,817$48,516 12/31/2019
Bank of America Corp DE712,837$45,878 12/31/2019
     PDP712,837$45,878 12/31/2019
Prospera Financial Services Inc695,218$44,744 12/31/2019
     PDP695,218$44,744 12/31/2019
NewSquare Capital LLC625,093$40,231 12/31/2019
     PDP625,093$40,231 12/31/2019
Commonwealth Equity Services LLC622,271$40,049 12/31/2019
     PDP622,271$40,049 12/31/2019
Sunbelt Securities Inc.2,457$39,526 12/31/2019
     PDP2,457$39,526 12/31/2019
Royal Bank of Canada582,523$37,491 12/31/2019
     PDP582,523$37,491 12/31/2019
Raymond James Financial Services Advisors Inc.496,591$31,961 12/31/2019
     PDP496,591$31,961 12/31/2019
LPL Financial LLC418,336$26,924 12/31/2019
     PDP418,336$26,924 12/31/2019
Janney Montgomery Scott LLC401,049$25,812 12/31/2019
     PDP401,049$25,812 12/31/2019
SPC Financial Inc.363,961$23,425 12/31/2019
     PDP363,961$23,425 12/31/2019
Strid Group LLC292,585$18,831 12/31/2019
     PDP292,585$18,831 12/31/2019
Truist Financial Corp262,579$16,899 12/31/2019
     PDP262,579$16,899 12/31/2019
Ameriprise Financial Inc.245,013$15,713 12/31/2019
     PDP245,013$15,713 12/31/2019
BB&T Securities LLC257,650$15,684 09/30/2019
     PDP257,650$15,684 09/30/2019
GWM Advisors LLC242,176$15,586 12/31/2019
     PDP242,176$15,586 12/31/2019
Advisor Group Inc.232,604$14,969 12/31/2019
     PDP232,604$14,969 12/31/2019
Stifel Financial Corp161,827$10,416 12/31/2019
     PDP161,827$10,416 12/31/2019
MorganRosel Wealth Management LLC145,994$9,396 12/31/2019
     PDP145,994$9,396 12/31/2019
Cambridge Investment Research Advisors Inc.117,700$7,575 12/31/2019
     PDP117,700$7,575 12/31/2019
Baird Financial Group Inc.112,482$7,239 12/31/2019
     PDP112,482$7,239 12/31/2019
Sigma Planning Corp110,163$7,090 12/31/2019
     PDP110,163$7,090 12/31/2019
Osborne Partners Capital Management LLC101,177$6,512 12/31/2019
     PDP101,177$6,512 12/31/2019
JPMorgan Chase & Co.88,352$5,686 12/31/2019
     PDP88,352$5,686 12/31/2019
Koshinski Asset Management Inc.87,477$5,625 12/31/2019
     PDP87,477$5,625 12/31/2019
Invesco Ltd.86,352$5,558 12/31/2019
     PDP86,352$5,558 12/31/2019
Ladenburg Thalmann Financial Services Inc.59,087$3,804 12/31/2019
     PDP59,087$3,804 12/31/2019
Barber Financial Group Inc.56,056$3,608 12/31/2019
     PDP56,056$3,608 12/31/2019
Cetera Advisors LLC55,215$3,558 12/31/2019
     PDP55,215$3,558 12/31/2019
National Asset Management Inc.48,063$3,094 12/31/2019
     PDP48,063$3,094 12/31/2019
EP Wealth Advisors LLC46,795$3,012 12/31/2019
     PDP46,795$3,012 12/31/2019
Financial Advocates Investment Management46,335$2,982 12/31/2019
     PDP46,335$2,982 12/31/2019
MML Investors Services LLC42,534$2,738 12/31/2019
     PDP42,534$2,738 12/31/2019
Blair William & Co. IL38,510$2,479 12/31/2019
     PDP38,510$2,479 12/31/2019
Envestnet Asset Management Inc.33,823$2,177 12/31/2019
     PDP33,823$2,177 12/31/2019
Affinity Wealth Management LLC33,295$2,143 12/31/2019
     PDP33,295$2,143 12/31/2019
Mercer Global Advisors Inc. ADV29,421$1,894 12/31/2019
     PDP29,421$1,894 12/31/2019
G&S Capital LLC28,675$1,845 12/31/2019
     PDP28,675$1,845 12/31/2019
Susquehanna International Group LLP $1,691 12/31/2019
     PDP18,183$1,170 12/31/2019
     Call15,900$1,023 12/31/2019
     Put7,800$502 12/31/2019
Stephens Inc. AR22,737$1,463 12/31/2019
     PDP22,737$1,463 12/31/2019
Cetera Advisor Networks LLC22,620$1,458 12/31/2019
     PDP22,620$1,458 12/31/2019
Keystone Financial Group21,644$1,393 12/31/2019
     PDP21,644$1,393 12/31/2019
D.A. Davidson & CO.21,289$1,370 12/31/2019
     PDP21,289$1,370 12/31/2019
Fure Financial Corp20,533$1,321 12/31/2019
     PDP20,533$1,321 12/31/2019
Capital Wealth Alliance LLC18,456$1,219 12/31/2019
     PDP18,456$1,219 12/31/2019
Adams Wealth Management18,755$1,207 12/31/2019
     PDP18,755$1,207 12/31/2019
Scotia Capital Inc.17,975$1,158 12/31/2019
     PDP17,975$1,158 12/31/2019
Vigilare Wealth Management16,691$1,112 12/31/2019
     PDP16,691$1,112 12/31/2019
Carroll Financial Associates Inc.16,863$1,085 12/31/2019
     PDP16,863$1,085 12/31/2019
Citadel Advisors LLC15,129$974 12/31/2019
     PDP15,129$974 12/31/2019
San Francisco Sentry Investment Group CA14,934$961 12/31/2019
     PDP14,934$961 12/31/2019
Tower Research Capital LLC TRC 14,757$950 12/31/2019
     PDP14,757$950 12/31/2019
First Allied Advisory Services Inc.13,762$882 12/31/2019
     PDP13,762$882 12/31/2019
Sowell Financial Services LLC13,592$875 12/31/2019
     PDP13,592$875 12/31/2019
Bank of Montreal Can13,335$858 12/31/2019
     PDP13,335$858 12/31/2019
Raymond James Trust N.A.13,179$848 12/31/2019
     PDP13,179$848 12/31/2019
Jane Street Group LLC12,961$834 12/31/2019
     PDP12,961$834 12/31/2019
Surevest Inc.12,493$804 12/31/2019
     PDP12,493$804 12/31/2019
ACG Wealth12,467$802 12/31/2019
     PDP12,467$802 12/31/2019
Private Advisor Group LLC12,284$791 12/31/2019
     PDP12,284$791 12/31/2019
Resources Investment Advisors LLC.12,011$773 12/31/2019
     PDP12,011$773 12/31/2019
Western Wealth Management LLC11,664$751 12/31/2019
     PDP11,664$751 12/31/2019
WealthBridge Capital Management LLC11,544$743 12/31/2019
     PDP11,544$743 12/31/2019
Investment Partners LTD.10,822$696 12/31/2019
     PDP10,822$696 12/31/2019
AdvisorNet Financial Inc10,627$684 12/31/2019
     PDP10,627$684 12/31/2019
BOKF NA10,069$648 12/31/2019
     PDP10,069$648 12/31/2019
CIBC World Markets Inc.9,939$640 12/31/2019
     PDP9,939$640 12/31/2019
Citigroup Inc.9,757$628 12/31/2019
     PDP9,757$628 12/31/2019
Calton & Associates Inc.9,749$627 12/31/2019
     PDP9,749$627 12/31/2019
Wintrust Investments LLC9,121$587 12/31/2019
     PDP9,121$587 12/31/2019
Benjamin F. Edwards & Company Inc.8,142$524 12/31/2019
     PDP8,142$524 12/31/2019
Capital Investment Advisory Services LLC7,975$513 12/31/2019
     PDP7,975$513 12/31/2019
Creative Planning7,938$511 12/31/2019
     PDP7,938$511 12/31/2019
Salomon & Ludwin LLC7,580$488 12/31/2019
     PDP7,580$488 12/31/2019
Concentrum Wealth Management7,448$479 12/31/2019
     PDP7,448$479 12/31/2019
United Capital Financial Advisers LLC7,245$466 12/31/2019
     PDP7,245$466 12/31/2019
Goldman Sachs Group Inc.7,168$461 12/31/2019
     PDP7,168$461 12/31/2019
Fortis Advisors LLC7,133$459 12/31/2019
     PDP7,133$459 12/31/2019
Oppenheimer & Co. Inc.7,110$458 12/31/2019
     PDP7,110$458 12/31/2019
HighTower Advisors LLC7,138$458 12/31/2019
     PDP7,138$458 12/31/2019
Mid Atlantic Financial Management Inc. ADV7,084$456 12/31/2019
     PDP7,084$456 12/31/2019
Castle Rock Wealth Management LLC6,440$441 12/31/2019
     PDP6,440$441 12/31/2019
Alpha Cubed Investments LLC6,830$440 12/31/2019
     PDP6,830$440 12/31/2019
Harvest Investment Services LLC6,833$439 12/31/2019
     PDP6,833$439 12/31/2019
Nwam LLC6,824$439 12/31/2019
     PDP6,824$439 12/31/2019
Baker Avenue Asset Management LP6,670$429 12/31/2019
     PDP6,670$429 12/31/2019
Avantax Advisory Services Inc.6,580$423 12/31/2019
     PDP6,580$423 12/31/2019
Stratos Wealth Partners LTD.6,426$414 12/31/2019
     PDP6,426$414 12/31/2019
Claraphi Advisory Network LLC6,404$412 12/31/2019
     PDP6,404$412 12/31/2019
Coastal Investment Advisors Inc.6,460$411 12/31/2019
     PDP6,460$411 12/31/2019
IFP Advisors Inc6,368$409 12/31/2019
     PDP6,368$409 12/31/2019
Warren Averett Asset Management LLC5,885$399 12/31/2019
     PDP5,885$399 12/31/2019
Credit Suisse AG6,110$393 12/31/2019
     PDP6,110$393 12/31/2019
Institute for Wealth Management LLC.3,856$386 12/31/2019
     PDP3,856$386 12/31/2019
Steward Partners Investment Advisory LLC5,923$381 12/31/2019
     PDP5,923$381 12/31/2019
Mycio Wealth Partners LLC5,788$373 12/31/2019
     PDP5,788$373 12/31/2019
Private Advisory Group LLC5,664$365 12/31/2019
     PDP5,664$365 12/31/2019
Bay Colony Advisory Group Inc d b a Bay Colony Advisors5,664$365 12/31/2019
     PDP5,664$365 12/31/2019
AE Wealth Management LLC5,447$351 12/31/2019
     PDP5,447$351 12/31/2019
PNC Financial Services Group Inc.5,373$346 12/31/2019
     PDP5,373$346 12/31/2019
FMR LLC5,271$339 12/31/2019
     PDP5,271$339 12/31/2019
RFG Advisory LLC5,098$328 12/31/2019
     PDP5,098$328 12/31/2019
Lincoln National Corp4,937$318 12/31/2019
     PDP4,937$318 12/31/2019
Perigon Wealth Management LLC4,722$306 12/31/2019
     PDP4,722$306 12/31/2019
Pacific Sun Financial Corp4,712$303 12/31/2019
     PDP4,712$303 12/31/2019
Strategy Asset Managers LLC4,500$290 12/31/2019
     PDP4,500$290 12/31/2019
Principle Wealth Partners LLC4,395$283 12/31/2019
     PDP4,395$283 12/31/2019
Northern Trust Corp4,250$274 12/31/2019
     PDP4,250$274 12/31/2019
Dynamic Advisor Solutions LLC4,145$267 12/31/2019
     PDP4,145$267 12/31/2019
Swaine & Leidel Wealth Services LLC4,153$267 12/31/2019
     PDP4,153$267 12/31/2019
Magnus Financial Group LLC4,004$258 12/31/2019
     PDP4,004$258 12/31/2019
Blue Sky Asset Management LLC3,891$250 12/31/2019
     PDP3,891$250 12/31/2019
FineMark National Bank & Trust3,778$243 12/31/2019
     PDP3,778$243 12/31/2019
MinichMacGregor Wealth Management LLC3,729$240 12/31/2019
     PDP3,729$240 12/31/2019
Sawtooth Solutions LLC3,567$230 12/31/2019
     PDP3,567$230 12/31/2019
Northwestern Mutual Wealth Management Co.3,564$229 12/31/2019
     PDP3,564$229 12/31/2019
Intl Fcstone Inc.3,538$228 12/31/2019
     PDP3,538$228 12/31/2019
NEXT Financial Group Inc3,479$224 12/31/2019
     PDP3,479$224 12/31/2019
Quadrant Private Wealth Management LLC3,400$219 12/31/2019
     PDP3,400$219 12/31/2019
Kingsview Wealth Management LLC3,280$211 12/31/2019
     PDP3,280$211 12/31/2019
Sontag Advisory LLC3,106$200 12/31/2019
     PDP3,106$200 12/31/2019
Cullen Frost Bankers Inc.3,097$199 12/31/2019
     PDP3,097$199 12/31/2019
Arkadios Wealth Advisors2,773$193 12/31/2019
     PDP2,773$193 12/31/2019
Advisory Services Network LLC2,185$141 12/31/2019
     PDP2,185$141 12/31/2019
Allred Capital Management LLC1,663$107 12/31/2019
     PDP1,663$107 12/31/2019
Parkside Financial Bank & Trust1,648$106 12/31/2019
     PDP1,648$106 12/31/2019
LifePlan Financial Group Inc1,615$104 12/31/2019
     PDP1,615$104 12/31/2019
US Bancorp DE1,422$92 12/31/2019
     PDP1,422$92 12/31/2019
MCF Advisors LLC1,140$73 12/31/2019
     PDP1,140$73 12/31/2019
Tortoise Investment Management LLC1,000$64 12/31/2019
     PDP1,000$64 12/31/2019
Emerald Investment Partners LLC993$64 12/31/2019
     PDP993$64 12/31/2019
Parallel Advisors LLC820$53 12/31/2019
     PDP820$53 12/31/2019
Deutsche Bank AG813$52 12/31/2019
     PDP813$52 12/31/2019
Ironwood Financial llc800$51 12/31/2019
     PDP800$51 12/31/2019
Wealthcare Advisory Partners LLC799$51 12/31/2019
     PDP799$51 12/31/2019
Valeo Financial Advisors LLC700$45 12/31/2019
     PDP700$45 12/31/2019
Thompson Siegel & Walmsley LLC635$41 12/31/2019
     PDP635$41 12/31/2019
Capital Asset Advisory Services LLC550$38 12/31/2019
     PDP550$38 12/31/2019
Old North State Trust LLC450$29 12/31/2019
     PDP450$29 12/31/2019
Financial Gravity Wealth Inc.445$27 09/30/2019
     PDP445$27 09/30/2019
Squar Milner Financial Services LLC405$26 12/31/2019
     PDP405$26 12/31/2019
1776 Wealth LLC400$25 12/31/2019
     PDP400$25 12/31/2019
Advantage Investment Management LLC400$24 09/30/2019
     PDP400$24 09/30/2019
Capital Bank & Trust Co350$23 12/31/2019
     PDP350$23 12/31/2019
Motco293$19 12/31/2019
     PDP293$19 12/31/2019
Duncker Streett & Co. Inc.200$13 12/31/2019
     PDP200$13 12/31/2019
Cascade Investment Advisors Inc.205$13 12/31/2019
     PDP205$13 12/31/2019
Atlas Capital Advisors LLC146$9 12/31/2019
     PDP146$9 12/31/2019
MV Capital Management Inc.117$8 12/31/2019
     PDP117$8 12/31/2019
Tradewinds Capital Management LLC104$7 12/31/2019
     PDP104$7 12/31/2019
Bogart Wealth LLC114$7 12/31/2019
     PDP114$7 12/31/2019
Capital Analysts LLC86$6 12/31/2019
     PDP86$6 12/31/2019
Proequities Inc.81$5 12/31/2019
     PDP81$5 12/31/2019
Investors Research Corp78$5 12/31/2019
     PDP78$5 12/31/2019
1 North Wealth Services LLC57$4 12/31/2019
     PDP57$4 12/31/2019
Orion Portfolio Solutions LLC45$3 12/31/2019
     PDP45$3 12/31/2019
Mine & Arao Wealth Creation & Management LLC.50$3 12/31/2019
     PDP50$3 12/31/2019
Cabana LLC32$2 12/31/2019
     PDP32$2 12/31/2019
Cedar Mountain Advisors LLC27$2 12/31/2019
     PDP27$2 12/31/2019

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

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