HoldingsChannel.com
On this page, we present all of the funds holding PEY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PEY, with a link to that fund's top holdings. The next columns indicate the amount of PEY stock held by each of the funds holding PEY, followed by the PEY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 204 funds holding PEY 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 PEY), click the fund name in the "Holder" column of the funds-holding-PEY table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Bank of America Corp DE | 6,663,303 | $140,862 | 12/31/2023 |
| PEY | 6,663,303 | $140,862 | 12/31/2023 |
| Morgan Stanley | 3,016,002 | $63,758 | 12/31/2023 |
| PEY | 3,016,002 | $63,758 | 12/31/2023 |
| LPL Financial LLC | 1,880,867 | $38,840 | 03/31/2024 |
| PEY | 1,880,867 | $38,840 | 03/31/2024 |
| Wells Fargo & Company MN | 1,347,979 | $27,836 | 03/31/2024 |
| PEY | 1,347,979 | $27,836 | 03/31/2024 |
| Ameriprise Financial Inc. | 1,052,908 | $22,258 | 12/31/2023 |
| PEY | 1,052,908 | $22,258 | 12/31/2023 |
| Salomon & Ludwin LLC | 529,615 | $10,936 | 03/31/2024 |
| PEY | 529,615 | $10,936 | 03/31/2024 |
| AlphaCore Capital LLC | 463,294 | $9,794 | 12/31/2023 |
| PEY | 463,294 | $9,794 | 12/31/2023 |
| UBS Group AG | 449,366 | $9,500 | 12/31/2023 |
| PEY | 449,366 | $9,500 | 12/31/2023 |
| United Capital Financial Advisers LLC | 376,153 | $7,952 | 12/31/2023 |
| PEY | 376,153 | $7,952 | 12/31/2023 |
| Warren Averett Asset Management LLC | 331,334 | $7,004 | 12/31/2023 |
| PEY | 331,334 | $7,004 | 12/31/2023 |
| Evoke Wealth LLC | 325,065 | $6,872 | 12/31/2023 |
| PEY | 325,065 | $6,872 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 322,610 | $6,662 | 03/31/2024 |
| PEY | 322,610 | $6,662 | 03/31/2024 |
| Cetera Advisor Networks LLC | 280,899 | $5,938 | 12/31/2023 |
| PEY | 280,899 | $5,938 | 12/31/2023 |
| Raymond James & Associates | 271,313 | $5,603 | 03/31/2024 |
| PEY | 271,313 | $5,603 | 03/31/2024 |
| Advisor Group Holdings Inc. | 248,440 | $5,112 | 03/31/2024 |
| PEY | 248,440 | $5,112 | 03/31/2024 |
| Dynamic Advisor Solutions LLC | 242,835 | $5,015 | 03/31/2024 |
| PEY | 242,835 | $5,015 | 03/31/2024 |
| Commonwealth Equity Services LLC | 237,972 | $4,914 | 03/31/2024 |
| PEY | 237,972 | $4,914 | 03/31/2024 |
| Investors Research Corp | 236,716 | $4,888 | 03/31/2024 |
| PEY | 236,716 | $4,888 | 03/31/2024 |
| Royal Bank of Canada | 228,254 | $4,826 | 12/31/2023 |
| PEY | 228,254 | $4,826 | 12/31/2023 |
| Envestnet Asset Management Inc. | 228,278 | $4,826 | 12/31/2023 |
| PEY | 228,278 | $4,826 | 12/31/2023 |
| Stifel Financial Corp | 218,128 | $4,611 | 12/31/2023 |
| PEY | 218,128 | $4,611 | 12/31/2023 |
| New Insight Wealth Advisors | 211,689 | $4,371 | 03/31/2024 |
| PEY | 211,689 | $4,371 | 03/31/2024 |
| Virtu Financial LLC | 199,901 | $4,226 | 12/31/2023 |
| PEY | 199,901 | $4,226 | 12/31/2023 |
| Capital Advisors Ltd. LLC | 192,757 | $3,980 | 03/31/2024 |
| PEY | 192,757 | $3,980 | 03/31/2024 |
| Northwestern Mutual Wealth Management Co. | 181,644 | $3,840 | 12/31/2023 |
| PEY | 181,644 | $3,840 | 12/31/2023 |
| Provident Wealth Management LLC | 174,867 | $3,611 | 03/31/2024 |
| PEY | 174,867 | $3,611 | 03/31/2024 |
| MML Investors Services LLC | 165,624 | $3,501 | 12/31/2023 |
| PEY | 165,624 | $3,501 | 12/31/2023 |
| Atria Investments LLC | 165,298 | $3,494 | 12/31/2023 |
| PEY | 165,298 | $3,494 | 12/31/2023 |
| GHP Investment Advisors Inc. | 163,939 | $3,385 | 03/31/2024 |
| PEY | 163,939 | $3,385 | 03/31/2024 |
| GWM Advisors LLC | 157,513 | $3,309 | 12/31/2023 |
| PEY | 157,513 | $3,309 | 12/31/2023 |
| HighTower Advisors LLC | 155,538 | $3,213 | 03/31/2024 |
| PEY | 155,538 | $3,213 | 03/31/2024 |
| IHT Wealth Management LLC | 145,085 | $3,067 | 12/31/2023 |
| PEY | 145,085 | $3,067 | 12/31/2023 |
| Capital Advisory Group Advisory Services LLC | 145,349 | $3,001 | 03/31/2024 |
| PEY | 145,349 | $3,001 | 03/31/2024 |
| JPL Wealth Management LLC | 126,889 | $2,620 | 03/31/2024 |
| PEY | 126,889 | $2,620 | 03/31/2024 |
| Avantax Advisory Services Inc. | 120,474 | $2,488 | 03/31/2024 |
| PEY | 120,474 | $2,488 | 03/31/2024 |
| Resources Investment Advisors LLC. | 116,891 | $2,414 | 03/31/2024 |
| PEY | 116,891 | $2,414 | 03/31/2024 |
 Susquehanna International Group LLP | $2,369 | 03/31/2024 | |
| PEY | 73,311 | $1,514 | 03/31/2024 |
| Call | 41,400 | $855 | 03/31/2024 |
| IFP Advisors Inc | 108,357 | $2,291 | 12/31/2023 |
| PEY | 108,357 | $2,291 | 12/31/2023 |
| Cetera Investment Advisers | 105,399 | $2,228 | 12/31/2023 |
| PEY | 105,399 | $2,228 | 12/31/2023 |
| GLOBALT Investments LLC GA | 102,746 | $2,122 | 03/31/2024 |
| PEY | 102,746 | $2,122 | 03/31/2024 |
| Cambridge Investment Research Advisors Inc. | 99,968 | $2,064 | 03/31/2024 |
| PEY | 99,968 | $2,064 | 03/31/2024 |
| Captrust Financial Advisors | 94,429 | $1,996 | 12/31/2023 |
| PEY | 94,429 | $1,996 | 12/31/2023 |
| Cresta Advisors Ltd. | 95,720 | $1,977 | 03/31/2024 |
| PEY | 95,720 | $1,977 | 03/31/2024 |
| MidWestOne Financial Group Inc. | 92,140 | $1,948 | 12/31/2023 |
| PEY | 92,140 | $1,948 | 12/31/2023 |
| Brick & Kyle Associates | 90,258 | $1,908 | 12/31/2023 |
| PEY | 90,258 | $1,908 | 12/31/2023 |
| Private Advisor Group LLC | 84,893 | $1,753 | 03/31/2024 |
| PEY | 84,893 | $1,753 | 03/31/2024 |
| Foundations Investment Advisors LLC | 84,192 | $1,713 | 12/31/2023 |
| PEY | 84,192 | $1,713 | 12/31/2023 |
| Colonial River Wealth Management LLC | 80,761 | $1,668 | 03/31/2024 |
| PEY | 80,761 | $1,668 | 03/31/2024 |
| Integrated Advisors Network LLC | 76,926 | $1,589 | 03/31/2024 |
| PEY | 76,926 | $1,589 | 03/31/2024 |
| Equitable Holdings Inc. | 72,014 | $1,522 | 12/31/2023 |
| PEY | 72,014 | $1,522 | 12/31/2023 |
| Atria Wealth Solutions Inc. | 69,531 | $1,470 | 12/31/2023 |
| PEY | 69,531 | $1,470 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 64,067 | $1,354 | 12/31/2023 |
| PEY | 64,067 | $1,354 | 12/31/2023 |
| Tower Research Capital LLC TRC | 61,831 | $1,307 | 12/31/2023 |
| PEY | 61,831 | $1,307 | 12/31/2023 |
| Benjamin F. Edwards & Company Inc. | 62,987 | $1,301 | 03/31/2024 |
| PEY | 62,987 | $1,301 | 03/31/2024 |
| Comerica Bank | 56,751 | $1,200 | 12/31/2023 |
| PEY | 56,751 | $1,200 | 12/31/2023 |
| Cedar Brook Financial Partners LLC | 55,138 | $1,139 | 03/31/2024 |
| PEY | 55,138 | $1,139 | 03/31/2024 |
| Janney Montgomery Scott LLC | 54,653 | $1,129 | 03/31/2024 |
| PEY | 54,653 | $1,129 | 03/31/2024 |
| Axxcess Wealth Management LLC | 53,099 | $1,123 | 12/31/2023 |
| PEY | 53,099 | $1,123 | 12/31/2023 |
| Sugarloaf Wealth Management LLC | 53,552 | $1,106 | 03/31/2024 |
| PEY | 53,552 | $1,106 | 03/31/2024 |
| MGB Wealth Management LLC | 52,499 | $1,083 | 03/31/2024 |
| PEY | 52,499 | $1,083 | 03/31/2024 |
| Johnson Investment Counsel Inc. | 52,175 | $1,077 | 03/31/2024 |
| PEY | 52,175 | $1,077 | 03/31/2024 |
| Renaissance Technologies LLC | 47,700 | $1,008 | 12/31/2023 |
| PEY | 47,700 | $1,008 | 12/31/2023 |
| Wealth Alliance | 48,770 | $1,007 | 03/31/2024 |
| PEY | 48,770 | $1,007 | 03/31/2024 |
| First PREMIER Bank | 47,502 | $981 | 03/31/2024 |
| PEY | 47,502 | $981 | 03/31/2024 |
| Two Sigma Investments LP | 45,000 | $951 | 12/31/2023 |
| PEY | 45,000 | $951 | 12/31/2023 |
| Oxford Financial Group Ltd. | 43,928 | $929 | 12/31/2023 |
| PEY | 43,928 | $929 | 12/31/2023 |
| Barrett & Company Inc. | 42,499 | $878 | 03/31/2024 |
| PEY | 42,499 | $878 | 03/31/2024 |
| Mariner LLC | 41,458 | $876 | 12/31/2023 |
| PEY | 41,458 | $876 | 12/31/2023 |
| Capital Analysts LLC | 41,413 | $875 | 12/31/2023 |
| PEY | 41,413 | $875 | 12/31/2023 |
| Harbour Investments Inc. | 40,559 | $857 | 12/31/2023 |
| PEY | 40,559 | $857 | 12/31/2023 |
| Principal Securities Inc. | 41,126 | $849 | 03/31/2024 |
| PEY | 41,126 | $849 | 03/31/2024 |
| Citadel Advisors LLC | $839 | 12/31/2023 | |
| PEY | 35,105 | $742 | 12/31/2023 |
| Call | 11,800 | $249 | 12/31/2023 |
| Put | 7,200 | $152 | 12/31/2023 |
| PFG Advisors | 37,857 | $782 | 03/31/2024 |
| PEY | 37,857 | $782 | 03/31/2024 |
| RFG Advisory LLC | 37,739 | $779 | 03/31/2024 |
| PEY | 37,739 | $779 | 03/31/2024 |
| HRT Financial LP | 36,356 | $768 | 12/31/2023 |
| PEY | 36,356 | $768 | 12/31/2023 |
| Cresset Asset Management LLC | 35,865 | $758 | 12/31/2023 |
| PEY | 35,865 | $758 | 12/31/2023 |
| AdvisorNet Financial Inc | 35,528 | $734 | 03/31/2024 |
| PEY | 35,528 | $734 | 03/31/2024 |
| AFT Forsyth & Company Inc. | 34,490 | $712 | 03/31/2024 |
| PEY | 34,490 | $712 | 03/31/2024 |
| Apollon Wealth Management LLC | 34,482 | $712 | 03/31/2024 |
| PEY | 34,482 | $712 | 03/31/2024 |
| Prospera Financial Services Inc | 32,479 | $687 | 12/31/2023 |
| PEY | 32,479 | $687 | 12/31/2023 |
| RMB Capital Management LLC | 30,421 | $643 | 12/31/2023 |
| PEY | 30,421 | $643 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 29,239 | $604 | 03/31/2024 |
| PEY | 29,239 | $604 | 03/31/2024 |
| Revisor Wealth Management LLC | 28,920 | $604 | 03/31/2024 |
| PEY | 28,920 | $604 | 03/31/2024 |
| BKM Wealth Management LLC | 28,653 | $592 | 03/31/2024 |
| PEY | 28,653 | $592 | 03/31/2024 |
| Stratos Wealth Partners LTD. | 28,626 | $591 | 03/31/2024 |
| PEY | 28,626 | $591 | 03/31/2024 |
| Stolper Co | 28,467 | $588 | 03/31/2024 |
| PEY | 28,467 | $588 | 03/31/2024 |
| Pasadena Private Wealth LLC | 27,462 | $567 | 03/31/2024 |
| PEY | 27,462 | $567 | 03/31/2024 |
| Lifeworks Advisors LLC | 26,845 | $554 | 03/31/2024 |
| PEY | 26,845 | $554 | 03/31/2024 |
| CIBC Private Wealth Group LLC | 26,780 | $547 | 03/31/2024 |
| PEY | 26,780 | $547 | 03/31/2024 |
| Institute for Wealth Management LLC. | 25,170 | $520 | 03/31/2024 |
| PEY | 25,170 | $520 | 03/31/2024 |
| Steward Partners Investment Advisory LLC | 24,521 | $518 | 12/31/2023 |
| PEY | 24,521 | $518 | 12/31/2023 |
| International Assets Investment Management LLC | 25,021 | $511 | 03/31/2024 |
| PEY | 25,021 | $511 | 03/31/2024 |
| Focus Financial Network Inc. ADV | 23,831 | $504 | 12/31/2023 |
| PEY | 23,831 | $504 | 12/31/2023 |
| National Asset Management Inc. | 23,836 | $504 | 12/31/2023 |
| PEY | 23,836 | $504 | 12/31/2023 |
| Creative Planning | 23,348 | $494 | 12/31/2023 |
| PEY | 23,348 | $494 | 12/31/2023 |
| GSA Capital Partners LLP | 23,805 | $492 | 03/31/2024 |
| PEY | 23,805 | $492 | 03/31/2024 |
| Truist Financial Corp | 22,603 | $478 | 12/31/2023 |
| PEY | 22,603 | $478 | 12/31/2023 |
| Two Sigma Securities LLC | 21,782 | $460 | 12/31/2023 |
| PEY | 21,782 | $460 | 12/31/2023 |
| New Republic Capital LLC | 21,940 | $453 | 03/31/2024 |
| PEY | 21,940 | $453 | 03/31/2024 |
| Flow Traders U.S. LLC | 20,839 | $441 | 12/31/2023 |
| PEY | 20,839 | $441 | 12/31/2023 |
| Sovereign Financial Group Inc. | 21,113 | $436 | 03/31/2024 |
| PEY | 21,113 | $436 | 03/31/2024 |
| South State CORP. | 20,261 | $418 | 03/31/2024 |
| PEY | 20,261 | $418 | 03/31/2024 |
| Raymond James Trust N.A. | 19,668 | $406 | 03/31/2024 |
| PEY | 19,668 | $406 | 03/31/2024 |
| Cetera Advisors LLC | 19,109 | $404 | 12/31/2023 |
| PEY | 19,109 | $404 | 12/31/2023 |
| Kestra Private Wealth Services LLC | 19,456 | $402 | 03/31/2024 |
| PEY | 19,456 | $402 | 03/31/2024 |
| Jane Street Group LLC | 18,713 | $396 | 12/31/2023 |
| PEY | 18,713 | $396 | 12/31/2023 |
| Lakeview Capital Partners LLC | 19,138 | $395 | 03/31/2024 |
| PEY | 19,138 | $395 | 03/31/2024 |
| JJJ Advisors Inc. | 18,889 | $390 | 03/31/2024 |
| PEY | 18,889 | $390 | 03/31/2024 |
| Qube Research & Technologies Ltd | 18,432 | $390 | 12/31/2023 |
| PEY | 18,432 | $390 | 12/31/2023 |
| PFG Investments LLC | 18,724 | $387 | 03/31/2024 |
| PEY | 18,724 | $387 | 03/31/2024 |
| StrategIQ Financial Group LLC | 18,072 | $382 | 12/31/2023 |
| PEY | 18,072 | $382 | 12/31/2023 |
| TNF LLC | 18,610 | $376 | 03/31/2024 |
| PEY | 18,610 | $376 | 03/31/2024 |
| Synovus Financial Corp | 16,447 | $348 | 12/31/2023 |
| PEY | 16,447 | $348 | 12/31/2023 |
| Straight Path Wealth Management | 16,828 | $347 | 03/31/2024 |
| PEY | 16,828 | $347 | 03/31/2024 |
| Colonial Trust Co SC | 16,247 | $346 | 12/31/2023 |
| PEY | 16,247 | $346 | 12/31/2023 |
| IFG Advisory LLC | 16,626 | $343 | 03/31/2024 |
| PEY | 16,626 | $343 | 03/31/2024 |
| FMR LLC | 16,155 | $342 | 12/31/2023 |
| PEY | 16,155 | $342 | 12/31/2023 |
| City State Bank | 15,400 | $318 | 03/31/2024 |
| PEY | 15,400 | $318 | 03/31/2024 |
| Clarus Group Inc. | 15,361 | $317 | 03/31/2024 |
| PEY | 15,361 | $317 | 03/31/2024 |
| Wedmont Private Capital | 15,341 | $314 | 03/31/2024 |
| PEY | 15,341 | $314 | 03/31/2024 |
| Sheaff Brock Investment Advisors LLC | 14,655 | $310 | 12/31/2023 |
| PEY | 14,655 | $310 | 12/31/2023 |
| Consolidated Portfolio Review Corp | 14,969 | $309 | 03/31/2024 |
| PEY | 14,969 | $309 | 03/31/2024 |
| Mercer Global Advisors Inc. ADV | 14,328 | $303 | 12/31/2023 |
| PEY | 14,328 | $303 | 12/31/2023 |
| Eudaimonia Advisors LLC | 14,322 | $296 | 03/31/2024 |
| PEY | 14,322 | $296 | 03/31/2024 |
| Kingswood Wealth Advisors LLC | 14,164 | $293 | 03/31/2024 |
| PEY | 14,164 | $293 | 03/31/2024 |
| Capital Investment Advisory Services LLC | 13,899 | $287 | 03/31/2024 |
| PEY | 13,899 | $287 | 03/31/2024 |
| Orion Portfolio Solutions LLC | 13,633 | $282 | 03/31/2024 |
| PEY | 13,633 | $282 | 03/31/2024 |
| Financial Insights Inc. | 13,600 | $281 | 03/31/2024 |
| PEY | 13,600 | $281 | 03/31/2024 |
| The PNC Financial Services Group Inc. | 13,455 | $278 | 03/31/2024 |
| PEY | 13,455 | $278 | 03/31/2024 |
| NTV Asset Management LLC | 13,340 | $275 | 03/31/2024 |
| PEY | 13,340 | $275 | 03/31/2024 |
| Kozak & Associates Inc. | 13,407 | $272 | 12/31/2023 |
| PEY | 13,407 | $272 | 12/31/2023 |
| Herold Advisors Inc. | 13,064 | $270 | 03/31/2024 |
| PEY | 13,064 | $270 | 03/31/2024 |
| Sowell Financial Services LLC | 12,941 | $267 | 03/31/2024 |
| PEY | 12,941 | $267 | 03/31/2024 |
| CWA Asset Management Group LLC | 12,016 | $254 | 12/31/2023 |
| PEY | 12,016 | $254 | 12/31/2023 |
| Snowden Capital Advisors LLC | 12,024 | $254 | 12/31/2023 |
| PEY | 12,024 | $254 | 12/31/2023 |
| Clearwater Capital Advisors LLC | 11,966 | $247 | 03/31/2024 |
| PEY | 11,966 | $247 | 03/31/2024 |
| RSM US Wealth Management LLC | 11,826 | $244 | 03/31/2024 |
| PEY | 11,826 | $244 | 03/31/2024 |
| Cornerstone Planning Group LLC | 12,158 | $244 | 03/31/2024 |
| PEY | 12,158 | $244 | 03/31/2024 |
| Mather Group LLC. | 11,496 | $243 | 03/31/2024 |
| PEY | 11,496 | $243 | 03/31/2024 |
| David J Yvars Group | 11,800 | $242 | 03/31/2024 |
| PEY | 11,800 | $242 | 03/31/2024 |
| Chicago Partners Investment Group LLC | 11,998 | $241 | 03/31/2024 |
| PEY | 11,998 | $241 | 03/31/2024 |
| Global Retirement Partners LLC | 11,651 | $241 | 03/31/2024 |
| PEY | 11,651 | $241 | 03/31/2024 |
| Kestra Advisory Services LLC | 11,228 | $237 | 12/31/2023 |
| PEY | 11,228 | $237 | 12/31/2023 |
| Family Firm Inc. | 10,536 | $218 | 03/31/2024 |
| PEY | 10,536 | $218 | 03/31/2024 |
| Novare Capital Management LLC | 10,518 | $217 | 03/31/2024 |
| PEY | 10,518 | $217 | 03/31/2024 |
| AE Wealth Management LLC | 10,562 | $217 | 12/31/2023 |
| PEY | 10,562 | $217 | 12/31/2023 |
| Madrona Financial Services LLC | 10,295 | $213 | 03/31/2024 |
| PEY | 10,295 | $213 | 03/31/2024 |
| Opus Capital Group LLC | 9,920 | $205 | 03/31/2024 |
| PEY | 9,920 | $205 | 03/31/2024 |
| Spire Wealth Management | 7,387 | $153 | 03/31/2024 |
| PEY | 7,387 | $153 | 03/31/2024 |
| Element Wealth LLC | 6,818 | $141 | 03/31/2024 |
| PEY | 6,818 | $141 | 03/31/2024 |
| EP Wealth Advisors LLC | 5,726 | $121 | 12/31/2023 |
| PEY | 5,726 | $121 | 12/31/2023 |
| Planning Capital Management Corp | 5,683 | $117 | 03/31/2024 |
| PEY | 5,683 | $117 | 03/31/2024 |
| Tyler Stone Wealth Management | 5,192 | $110 | 12/31/2023 |
| PEY | 5,192 | $110 | 12/31/2023 |
| Bangor Savings Bank | 4,811 | $99 | 03/31/2024 |
| PEY | 4,811 | $99 | 03/31/2024 |
| Proequities Inc. | 4,169 | $86 | 03/31/2024 |
| PEY | 4,169 | $86 | 03/31/2024 |
| NBC Securities Inc. | 3,601 | $74 | 03/31/2024 |
| PEY | 3,601 | $74 | 03/31/2024 |
| Advanced Asset Management Advisors Inc | 3,112 | $64 | 03/31/2024 |
| PEY | 3,112 | $64 | 03/31/2024 |
| Private Trust Co. NA | 2,983 | $62 | 03/31/2024 |
| PEY | 2,983 | $62 | 03/31/2024 |
| ICA Group Wealth Management LLC | 2,793 | $59 | 12/31/2023 |
| PEY | 2,793 | $59 | 12/31/2023 |
| Geneos Wealth Management Inc. | 2,502 | $52 | 03/31/2024 |
| PEY | 2,502 | $52 | 03/31/2024 |
| JPMorgan Chase & Co. | 2,432 | $50 | 03/31/2024 |
| PEY | 2,432 | $50 | 03/31/2024 |
| GPS Wealth Strategies Group LLC | 2,375 | $49 | 03/31/2024 |
| PEY | 2,375 | $49 | 03/31/2024 |
| Glenmede Trust Co. NA | 2,080 | $44 | 12/31/2023 |
| PEY | 2,080 | $44 | 12/31/2023 |
| Clearstead Advisors LLC | 2,071 | $44 | 12/31/2023 |
| PEY | 2,071 | $44 | 12/31/2023 |
| Family Management Corp | 2,000 | $42 | 12/31/2023 |
| PEY | 2,000 | $42 | 12/31/2023 |
| Fifth Third Bancorp | 2,000 | $41 | 03/31/2024 |
| PEY | 2,000 | $41 | 03/31/2024 |
| Aptus Capital Advisors LLC | 1,910 | $40 | 12/31/2023 |
| PEY | 1,910 | $40 | 12/31/2023 |
| Guardian Wealth Advisors LLC NC | 1,910 | $40 | 12/31/2023 |
| PEY | 1,910 | $40 | 12/31/2023 |
| CWM LLC | 1,592 | $33 | 03/31/2024 |
| PEY | 1,592 | $33 | 03/31/2024 |
| Chilton Capital Management LLC | 1,512 | $31 | 03/31/2024 |
| PEY | 1,512 | $31 | 03/31/2024 |
| SOA Wealth Advisors LLC. | 1,353 | $28 | 03/31/2024 |
| PEY | 1,353 | $28 | 03/31/2024 |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,287 | $27 | 03/31/2024 |
| PEY | 1,287 | $27 | 03/31/2024 |
| Key Financial Inc | 1,059 | $22 | 03/31/2024 |
| PEY | 1,059 | $22 | 03/31/2024 |
| Westside Investment Management Inc. | 1,000 | $21 | 03/31/2024 |
| PEY | 1,000 | $21 | 03/31/2024 |
| Coastal Investment Advisors Inc. | 1,000 | $21 | 03/31/2024 |
| PEY | 1,000 | $21 | 03/31/2024 |
| Hoey Investments Inc. | 1,000 | $21 | 03/31/2024 |
| PEY | 1,000 | $21 | 03/31/2024 |
| LGT Financial Advisors LLC | 1,000 | $21 | 03/31/2024 |
| PEY | 1,000 | $21 | 03/31/2024 |
| Blue Bell Private Wealth Management LLC | 990 | $20 | 03/31/2024 |
| PEY | 990 | $20 | 03/31/2024 |
| Bank of Montreal Can | 946 | $20 | 12/31/2023 |
| PEY | 946 | $20 | 12/31/2023 |
| Wagner Wealth Management LLC | 915 | $19 | 03/31/2024 |
| PEY | 915 | $19 | 03/31/2024 |
| Allworth Financial LP | 813 | $17 | 03/31/2024 |
| PEY | 813 | $17 | 03/31/2024 |
| CVA Family Office LLC | 798 | $16 | 03/31/2024 |
| PEY | 798 | $16 | 03/31/2024 |
| Addison Advisors LLC | 750 | $15 | 03/31/2024 |
| PEY | 750 | $15 | 03/31/2024 |
| NewSquare Capital LLC | 700 | $14 | 03/31/2024 |
| PEY | 700 | $14 | 03/31/2024 |
| Fairman Group LLC | 641 | $13 | 03/31/2024 |
| PEY | 641 | $13 | 03/31/2024 |
| Impact Partnership Wealth LLC | 600 | $13 | 12/31/2023 |
| PEY | 600 | $13 | 12/31/2023 |
| Sound Income Strategies LLC | 508 | $10 | 03/31/2024 |
| PEY | 508 | $10 | 03/31/2024 |
| Farther Finance Advisors LLC | 442 | $9 | 12/31/2023 |
| PEY | 442 | $9 | 12/31/2023 |
| Cullen Frost Bankers Inc. | 410 | $8 | 03/31/2024 |
| PEY | 410 | $8 | 03/31/2024 |
| Parallel Advisors LLC | 361 | $7 | 03/31/2024 |
| PEY | 361 | $7 | 03/31/2024 |
| National Bank of Canada FI | 340 | $7 | 12/31/2023 |
| PEY | 340 | $7 | 12/31/2023 |
| North Star Investment Management Corp. | 300 | $6 | 03/31/2024 |
| PEY | 300 | $6 | 03/31/2024 |
| Assetmark Inc. | 311 | $6 | 03/31/2024 |
| PEY | 311 | $6 | 03/31/2024 |
| Beacon Capital Management LLC | 264 | $6 | 12/31/2023 |
| PEY | 264 | $6 | 12/31/2023 |
| GAMMA Investing LLC | 254 | $5 | 03/31/2024 |
| PEY | 254 | $5 | 03/31/2024 |
| Financial Synergies Wealth Advisors Inc. | 240 | $5 | 03/31/2024 |
| PEY | 240 | $5 | 03/31/2024 |
| Carolinas Wealth Consulting LLC | 237 | $5 | 12/31/2023 |
| PEY | 237 | $5 | 12/31/2023 |
| Financial Avengers Inc. | 240 | $5 | 12/31/2023 |
| PEY | 240 | $5 | 12/31/2023 |
| Hazlett Burt & Watson Inc. | 201 | $4 | 03/31/2024 |
| PEY | 201 | $4 | 03/31/2024 |
| Sunbelt Securities Inc. | 196 | $4 | 03/31/2024 |
| PEY | 196 | $4 | 03/31/2024 |
| Coppell Advisory Solutions LLC | 156 | $3 | 12/31/2023 |
| PEY | 156 | $3 | 12/31/2023 |
| Blair William & Co. IL | 80 | $2 | 03/31/2024 |
| PEY | 80 | $2 | 03/31/2024 |
| Atticus Wealth Management LLC | 0 | $0 | 03/31/2024 |
| PEY | 0 | $0 | 03/31/2024 |
| VitalStone Financial LLC | 8 | $0 | 03/31/2024 |
| PEY | 8 | $0 | 03/31/2024 |
| Atlantic Edge Private Wealth Management LLC | 8 | $0 | 03/31/2024 |
| PEY | 8 | $0 | 03/31/2024 |
See Summary: Institutional Holders of PEY
See Details: Top 10 Hedge Funds Holding PEY
Also See: PEY Holdings Changes
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