HoldingsChannel.com
Funds Holding PHO

On this page, we present all of the funds holding PHO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PHO, with a link to that fund's top holdings. The next columns indicate the amount of PHO stock held by each of the funds holding PHO, followed by the PHO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 343 funds holding PHO 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 PHO), click the fund name in the "Holder" column of the funds-holding-PHO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE1,677,393$102,086 12/31/2023
     PHO1,677,393$102,086 12/31/2023
Morgan Stanley1,231,519$74,950 12/31/2023
     PHO1,231,519$74,950 12/31/2023
UBS Group AG829,206$50,465 12/31/2023
     PHO829,206$50,465 12/31/2023
LPL Financial LLC590,308$35,926 12/31/2023
     PHO590,308$35,926 12/31/2023
HighTower Advisors LLC438,063$26,657 12/31/2023
     PHO438,063$26,657 12/31/2023
Commonwealth Equity Services LLC410,993$25,013 12/31/2023
     PHO410,993$25,013 12/31/2023
Royal Bank of Canada342,346$20,835 12/31/2023
     PHO342,346$20,835 12/31/2023
The PNC Financial Services Group Inc.272,268$16,570 12/31/2023
     PHO272,268$16,570 12/31/2023
Polianta Ltd221,600$14,751 03/31/2024
     PHO221,600$14,751 03/31/2024
Wells Fargo & Company MN227,949$13,873 12/31/2023
     PHO227,949$13,873 12/31/2023
Ameriprise Financial Inc.219,325$13,343 12/31/2023
     PHO219,325$13,343 12/31/2023
1832 Asset Management L.P.211,604$12,878 12/31/2023
     PHO211,604$12,878 12/31/2023
Cetera Advisor Networks LLC206,766$12,584 12/31/2023
     PHO206,766$12,584 12/31/2023
Advisor Group Holdings Inc.201,481$12,263 12/31/2023
     PHO201,481$12,263 12/31/2023
Money Design Co. Ltd.156,488$9,524 12/31/2023
     PHO156,488$9,524 12/31/2023
First National Bank & Trust Co. of Newtown142,823$8,692 12/31/2023
     PHO142,823$8,692 12/31/2023
Raymond James Financial Services Advisors Inc.137,876$8,391 12/31/2023
     PHO137,876$8,391 12/31/2023
Blair William & Co. IL136,356$8,299 12/31/2023
     PHO136,356$8,299 12/31/2023
Hamilton Wealth LLC132,954$8,092 12/31/2023
     PHO132,954$8,092 12/31/2023
CWM LLC117,818$7,843 03/31/2024
     PHO117,818$7,843 03/31/2024
Raymond James & Associates91,517$5,570 12/31/2023
     PHO91,517$5,570 12/31/2023
Stifel Financial Corp89,261$5,433 12/31/2023
     PHO89,261$5,433 12/31/2023
Commerce Bank88,102$5,362 12/31/2023
     PHO88,102$5,362 12/31/2023
Kestra Advisory Services LLC78,292$4,765 12/31/2023
     PHO78,292$4,765 12/31/2023
Conservest Capital Advisors Inc.73,658$4,483 12/31/2023
     PHO73,658$4,483 12/31/2023
Granite Bay Wealth Management LLC71,731$4,366 12/31/2023
     PHO71,731$4,366 12/31/2023
EWG Elevate Inc.62,986$4,193 03/31/2024
     PHO62,986$4,193 03/31/2024
Bedell Frazier Investment Counseling LLC68,309$4,157 12/31/2023
     PHO68,309$4,157 12/31/2023
Theory Financial LLC67,418$4,103 12/31/2023
     PHO67,418$4,103 12/31/2023
Eaton Financial Holdings Company LLC67,156$4,087 12/31/2023
     PHO67,156$4,087 12/31/2023
Linscomb & Williams Inc.62,376$3,796 12/31/2023
     PHO62,376$3,796 12/31/2023
Cambridge Investment Research Advisors Inc.60,651$3,691 12/31/2023
     PHO60,651$3,691 12/31/2023
Raab & Moskowitz Asset Management LLC60,585$3,687 12/31/2023
     PHO60,585$3,687 12/31/2023
David R. Rahn & Associates Inc.59,414$3,616 12/31/2023
     PHO59,414$3,616 12/31/2023
Creative Planning57,294$3,487 12/31/2023
     PHO57,294$3,487 12/31/2023
Envestnet Asset Management Inc.57,272$3,486 12/31/2023
     PHO57,272$3,486 12/31/2023
Cerity Partners LLC57,126$3,476 12/31/2023
     PHO57,126$3,476 12/31/2023
Beacon Pointe Advisors LLC51,639$3,143 12/31/2023
     PHO51,639$3,143 12/31/2023
Truist Financial Corp51,422$3,130 12/31/2023
     PHO51,422$3,130 12/31/2023
Hoylecohen LLC51,145$3,113 12/31/2023
     PHO51,145$3,113 12/31/2023
Scotia Capital Inc.49,417$3,007 12/31/2023
     PHO49,417$3,007 12/31/2023
Tocqueville Asset Management L.P.48,255$2,937 12/31/2023
     PHO48,255$2,937 12/31/2023
Mercer Global Advisors Inc. ADV48,193$2,933 12/31/2023
     PHO48,193$2,933 12/31/2023
Mariner LLC41,627$2,533 12/31/2023
     PHO41,627$2,533 12/31/2023
Janney Montgomery Scott LLC40,629$2,473 12/31/2023
     PHO40,629$2,473 12/31/2023
Atria Wealth Solutions Inc.40,377$2,457 12/31/2023
     PHO40,377$2,457 12/31/2023
Citadel Advisors LLC $2,452 12/31/2023
     PHO34,984$2,129 12/31/2023
     Call11,200$682 12/31/2023
     Put5,900$359 12/31/2023
JPMorgan Chase & Co.39,782$2,421 12/31/2023
     PHO39,782$2,421 12/31/2023
Tactive Advisors LLC39,265$2,390 12/31/2023
     PHO39,265$2,390 12/31/2023
Bogart Wealth LLC36,908$2,246 12/31/2023
     PHO36,908$2,246 12/31/2023
Private Advisor Group LLC35,217$2,143 12/31/2023
     PHO35,217$2,143 12/31/2023
Parsons Capital Management Inc. RI33,259$2,024 12/31/2023
     PHO33,259$2,024 12/31/2023
Apollon Wealth Management LLC33,056$2,012 12/31/2023
     PHO33,056$2,012 12/31/2023
Dudley & Shanley Inc.32,780$1,995 12/31/2023
     PHO32,780$1,995 12/31/2023
Verity Asset Management Inc.31,529$1,919 12/31/2023
     PHO31,529$1,919 12/31/2023
Chicago Partners Investment Group LLC31,869$1,874 12/31/2023
     PHO31,869$1,874 12/31/2023
Hilltop Holdings Inc.30,000$1,826 12/31/2023
     PHO30,000$1,826 12/31/2023
Curbstone Financial Management Corp26,800$1,784 03/31/2024
     PHO26,800$1,784 03/31/2024
O ROURKE & COMPANY Inc26,868$1,635 12/31/2023
     PHO26,868$1,635 12/31/2023
D.A. Davidson & CO.26,749$1,628 12/31/2023
     PHO26,749$1,628 12/31/2023
SeaCrest Wealth Management LLC27,230$1,598 12/31/2023
     PHO27,230$1,598 12/31/2023
Wealth Enhancement Advisory Services LLC23,360$1,555 03/31/2024
     PHO23,360$1,555 03/31/2024
Northwestern Mutual Wealth Management Co.25,162$1,531 12/31/2023
     PHO25,162$1,531 12/31/2023
GWM Advisors LLC25,067$1,502 12/31/2023
     PHO25,067$1,502 12/31/2023
Nilsine Partners LLC23,842$1,451 12/31/2023
     PHO23,842$1,451 12/31/2023
Baird Financial Group Inc.23,701$1,442 12/31/2023
     PHO23,701$1,442 12/31/2023
Glenmede Trust Co. NA23,536$1,432 12/31/2023
     PHO23,536$1,432 12/31/2023
Captrust Financial Advisors22,408$1,364 12/31/2023
     PHO22,408$1,364 12/31/2023
CIBC Private Wealth Group LLC22,292$1,357 12/31/2023
     PHO22,292$1,357 12/31/2023
Oversea Chinese Banking CORP Ltd22,274$1,356 12/31/2023
     PHO22,274$1,356 12/31/2023
CI Private Wealth LLC22,161$1,349 12/31/2023
     PHO22,161$1,349 12/31/2023
Private Wealth Advisors LLC21,882$1,332 12/31/2023
     PHO21,882$1,332 12/31/2023
Steward Partners Investment Advisory LLC21,787$1,326 12/31/2023
     PHO21,787$1,326 12/31/2023
Spence Asset Management19,568$1,303 03/31/2024
     PHO19,568$1,303 03/31/2024
Capital Analysts LLC21,338$1,299 12/31/2023
     PHO21,338$1,299 12/31/2023
Comerica Bank21,329$1,298 12/31/2023
     PHO21,329$1,298 12/31/2023
Weatherly Asset Management L. P.20,247$1,232 12/31/2023
     PHO20,247$1,232 12/31/2023
Retirement Income Solutions Inc20,104$1,224 12/31/2023
     PHO20,104$1,224 12/31/2023
PFG Investments LLC18,448$1,123 12/31/2023
     PHO18,448$1,123 12/31/2023
Cetera Investment Advisers18,318$1,115 12/31/2023
     PHO18,318$1,115 12/31/2023
Roberts Glore & Co. Inc. IL17,750$1,080 12/31/2023
     PHO17,750$1,080 12/31/2023
Miracle Mile Advisors LLC17,534$1,067 12/31/2023
     PHO17,534$1,067 12/31/2023
Ledyard National Bank17,146$1,044 12/31/2023
     PHO17,146$1,044 12/31/2023
American Institute for Advanced Investment Management LLP16,295$992 12/31/2023
     PHO16,295$992 12/31/2023
LexAurum Advisors LLC14,834$987 03/31/2024
     PHO14,834$987 03/31/2024
Gouws Capital LLC16,000$974 12/31/2023
     PHO16,000$974 12/31/2023
Spire Wealth Management16,290$970 12/31/2023
     PHO16,290$970 12/31/2023
Susquehanna International Group LLP $955 12/31/2023
     PHO24,901$1,515 12/31/2023
     Put15,000$913 12/31/2023
     Call5,800$353 12/31/2023
NewEdge Wealth LLC15,693$955 12/31/2023
     PHO15,693$955 12/31/2023
Qube Research & Technologies Ltd14,883$906 12/31/2023
     PHO14,883$906 12/31/2023
FMR LLC14,864$905 12/31/2023
     PHO14,864$905 12/31/2023
Neuberger Berman Group LLC14,777$899 12/31/2023
     PHO14,777$899 12/31/2023
Wealthcare Advisory Partners LLC13,213$880 03/31/2024
     PHO13,213$880 03/31/2024
Equitable Trust Co.14,213$865 12/31/2023
     PHO14,213$865 12/31/2023
Rockefeller Capital Management L.P.14,058$856 12/31/2023
     PHO14,058$856 12/31/2023
Elk River Wealth Management LLC12,625$840 03/31/2024
     PHO12,625$840 03/31/2024
Resources Investment Advisors LLC.13,296$809 12/31/2023
     PHO13,296$809 12/31/2023
National Asset Management Inc.12,862$783 12/31/2023
     PHO12,862$783 12/31/2023
Bond & Devick Financial Network Inc.12,830$781 12/31/2023
     PHO12,830$781 12/31/2023
SageView Advisory Group LLC12,788$773 12/31/2023
     PHO12,788$773 12/31/2023
Oppenheimer & Co. Inc.12,681$772 12/31/2023
     PHO12,681$772 12/31/2023
Gerber LLC12,568$765 12/31/2023
     PHO12,568$765 12/31/2023
First City Capital Management Inc.12,460$758 12/31/2023
     PHO12,460$758 12/31/2023
Welch & Forbes LLC12,200$742 12/31/2023
     PHO12,200$742 12/31/2023
J.W. Cole Advisors Inc.11,994$730 12/31/2023
     PHO11,994$730 12/31/2023
Altfest L J & Co. Inc.11,981$729 12/31/2023
     PHO11,981$729 12/31/2023
HM Payson & Co.11,905$725 12/31/2023
     PHO11,905$725 12/31/2023
Snowden Capital Advisors LLC11,912$725 12/31/2023
     PHO11,912$725 12/31/2023
Howard Capital Management Group LLC11,763$716 12/31/2023
     PHO11,763$716 12/31/2023
MML Investors Services LLC11,577$705 12/31/2023
     PHO11,577$705 12/31/2023
Concentric Wealth Management LLC11,575$704 12/31/2023
     PHO11,575$704 12/31/2023
Axxcess Wealth Management LLC11,384$693 12/31/2023
     PHO11,384$693 12/31/2023
Tower Research Capital LLC TRC 11,355$691 12/31/2023
     PHO11,355$691 12/31/2023
NTV Asset Management LLC11,240$684 12/31/2023
     PHO11,240$684 12/31/2023
Retirement Capital Strategies11,123$677 12/31/2023
     PHO11,123$677 12/31/2023
Brown Advisory Inc.10,884$662 12/31/2023
     PHO10,884$662 12/31/2023
International Assets Investment Management LLC9,517$627 03/31/2024
     PHO9,517$627 03/31/2024
Personal Resources Investment & Strategic Management Inc.9,336$621 03/31/2024
     PHO9,336$621 03/31/2024
Integrated Wealth Concepts LLC10,124$616 12/31/2023
     PHO10,124$616 12/31/2023
Retirement Planning Co of New England Inc.10,113$616 12/31/2023
     PHO10,113$616 12/31/2023
Osborne Partners Capital Management LLC10,104$615 12/31/2023
     PHO10,104$615 12/31/2023
Ancora Advisors LLC10,069$613 12/31/2023
     PHO10,069$613 12/31/2023
Eqis Capital Management Inc.10,070$613 12/31/2023
     PHO10,070$613 12/31/2023
Prudential Financial Inc.9,874$601 12/31/2023
     PHO9,874$601 12/31/2023
Clarus Wealth Advisors9,037$585 03/31/2024
     PHO9,037$585 03/31/2024
Mechanics Bank Trust Department8,780$584 03/31/2024
     PHO8,780$584 03/31/2024
US Bancorp DE9,411$573 12/31/2023
     PHO9,411$573 12/31/2023
National Bank of Canada FI9,456$570 12/31/2023
     PHO9,456$570 12/31/2023
Relyea Zuckerberg Hanson LLC9,055$551 12/31/2023
     PHO9,055$551 12/31/2023
Kovitz Investment Group Partners LLC8,820$537 12/31/2023
     PHO8,820$537 12/31/2023
Stratos Wealth Partners LTD.8,792$535 12/31/2023
     PHO8,792$535 12/31/2023
Crestwood Advisors Group LLC8,506$518 12/31/2023
     PHO8,506$518 12/31/2023
Flagship Harbor Advisors LLC8,393$511 12/31/2023
     PHO8,393$511 12/31/2023
Cresset Asset Management LLC8,287$504 12/31/2023
     PHO8,287$504 12/31/2023
Dynamic Advisor Solutions LLC7,325$488 03/31/2024
     PHO7,325$488 03/31/2024
Ferguson Wellman Capital Management Inc.7,278$484 03/31/2024
     PHO7,278$484 03/31/2024
Franklin Resources Inc.7,745$471 12/31/2023
     PHO7,745$471 12/31/2023
IHT Wealth Management LLC7,677$467 12/31/2023
     PHO7,677$467 12/31/2023
Howe & Rusling Inc.7,370$449 12/31/2023
     PHO7,370$449 12/31/2023
Hennion & Walsh Asset Management Inc.7,340$447 12/31/2023
     PHO7,340$447 12/31/2023
SS&H Financial Advisors Inc.7,200$438 12/31/2023
     PHO7,200$438 12/31/2023
StrategIQ Financial Group LLC7,131$434 12/31/2023
     PHO7,131$434 12/31/2023
North Star Asset Management Inc.7,000$426 12/31/2023
     PHO7,000$426 12/31/2023
Bessemer Group Inc.6,880$419 12/31/2023
     PHO6,880$419 12/31/2023
Bank of Montreal Can6,807$417 12/31/2023
     PHO6,807$417 12/31/2023
Two Sigma Investments LP6,800$414 12/31/2023
     PHO6,800$414 12/31/2023
Pacific Sun Financial Corp6,688$407 12/31/2023
     PHO6,688$407 12/31/2023
Banco Santander S.A.6,539$398 12/31/2023
     PHO6,539$398 12/31/2023
Sandy Spring Bank6,473$394 12/31/2023
     PHO6,473$394 12/31/2023
Graves Light Private Wealth Management Inc.6,346$386 12/31/2023
     PHO6,346$386 12/31/2023
CENTRAL TRUST Co6,330$385 12/31/2023
     PHO6,330$385 12/31/2023
Advisory Services Network LLC6,300$383 12/31/2023
     PHO6,300$383 12/31/2023
Western Financial Corp CA6,284$382 12/31/2023
     PHO6,284$382 12/31/2023
GTS Securities LLC6,107$372 12/31/2023
     PHO6,107$372 12/31/2023
Moloney Securities Asset Management LLC6,009$366 12/31/2023
     PHO6,009$366 12/31/2023
Modera Wealth Management LLC5,925$361 12/31/2023
     PHO5,925$361 12/31/2023
North Star Investment Management Corp.5,917$360 12/31/2023
     PHO5,917$360 12/31/2023
MinichMacGregor Wealth Management LLC5,904$359 12/31/2023
     PHO5,904$359 12/31/2023
Wealthspan Partners LLC5,868$357 12/31/2023
     PHO5,868$357 12/31/2023
Whittier Trust Co. of Nevada Inc.5,850$356 12/31/2023
     PHO5,850$356 12/31/2023
Nations Financial Group Inc. IA ADV5,801$353 12/31/2023
     PHO5,801$353 12/31/2023
Wedbush Securities Inc.5,795$353 12/31/2023
     PHO5,795$353 12/31/2023
Peapack Gladstone Financial Corp5,760$351 12/31/2023
     PHO5,760$351 12/31/2023
Stamos Capital Partners L.P.5,750$350 12/31/2023
     PHO5,750$350 12/31/2023
Raymond James Trust N.A.5,672$345 12/31/2023
     PHO5,672$345 12/31/2023
Putnam FL Investment Management Co.5,641$343 12/31/2023
     PHO5,641$343 12/31/2023
Ballentine Partners LLC5,000$333 03/31/2024
     PHO5,000$333 03/31/2024
Clearwater Capital Advisors LLC5,427$330 12/31/2023
     PHO5,427$330 12/31/2023
TIAA Trust National Association5,356$326 12/31/2023
     PHO5,356$326 12/31/2023
Venture Visionary Partners LLC5,328$324 12/31/2023
     PHO5,328$324 12/31/2023
Northern Trust Corp5,289$322 12/31/2023
     PHO5,289$322 12/31/2023
Moors & Cabot Inc.5,235$319 12/31/2023
     PHO5,235$319 12/31/2023
Prudential PLC5,220$318 12/31/2023
     PHO5,220$318 12/31/2023
Webster Bank N. A.5,220$318 12/31/2023
     PHO5,220$318 12/31/2023
Jane Street Group LLC5,222$318 12/31/2023
     PHO5,222$318 12/31/2023
Lido Advisors LLC5,111$311 12/31/2023
     PHO5,111$311 12/31/2023
SOL Capital Management CO5,000$304 12/31/2023
     PHO5,000$304 12/31/2023
DAVENPORT & Co LLC4,937$300 12/31/2023
     PHO4,937$300 12/31/2023
Mountain Capital Investment Advisors Inc4,495$296 03/31/2024
     PHO4,495$296 03/31/2024
Cetera Advisors LLC4,798$292 12/31/2023
     PHO4,798$292 12/31/2023
Marble Harbor Investment Counsel LLC4,783$291 12/31/2023
     PHO4,783$291 12/31/2023
Parkside Financial Bank & Trust4,750$289 12/31/2023
     PHO4,750$289 12/31/2023
Lpwm LLC4,447$288 03/31/2024
     PHO4,447$288 03/31/2024
Western Wealth Management LLC4,724$287 12/31/2023
     PHO4,724$287 12/31/2023
Tritonpoint Wealth LLC4,708$287 12/31/2023
     PHO4,708$287 12/31/2023
TruWealth Advisors LLC4,214$281 03/31/2024
     PHO4,214$281 03/31/2024
McElhenny Sheffield Capital Management LLC4,620$281 12/31/2023
     PHO4,620$281 12/31/2023
Wellington Shields & Co. LLC4,605$280 12/31/2023
     PHO4,605$280 12/31/2023
US Financial Advisors LLC4,587$279 12/31/2023
     PHO4,587$279 12/31/2023
Johnson Investment Counsel Inc.4,552$277 12/31/2023
     PHO4,552$277 12/31/2023
Oxford Financial Group Ltd.4,528$276 12/31/2023
     PHO4,528$276 12/31/2023
Actinver Wealth Management Inc.4,529$276 12/31/2023
     PHO4,529$276 12/31/2023
Daymark Wealth Partners LLC4,100$273 03/31/2024
     PHO4,100$273 03/31/2024
KKM Financial LLC4,489$273 12/31/2023
     PHO4,489$273 12/31/2023
John G Ullman & Associates Inc.4,420$269 12/31/2023
     PHO4,420$269 12/31/2023
Ritter Daniher Financial Advisory LLC DE4,411$268 12/31/2023
     PHO4,411$268 12/31/2023
WealthBridge Capital Management LLC4,314$263 12/31/2023
     PHO4,314$263 12/31/2023
Adviser Investments LLC4,162$253 12/31/2023
     PHO4,162$253 12/31/2023
Wealthsource Partners LLC4,162$253 12/31/2023
     PHO4,162$253 12/31/2023
Sequoia Financial Advisors LLC4,093$249 12/31/2023
     PHO4,093$249 12/31/2023
Renaissance Investment Group LLC4,045$246 12/31/2023
     PHO4,045$246 12/31/2023
TD Waterhouse Canada Inc.4,008$244 12/31/2023
     PHO4,008$244 12/31/2023
First Western Trust Bank4,000$243 12/31/2023
     PHO4,000$243 12/31/2023
U.S. Capital Wealth Advisors LLC3,966$241 12/31/2023
     PHO3,966$241 12/31/2023
Nwam LLC3,935$239 12/31/2023
     PHO3,935$239 12/31/2023
Swisher Financial Concepts Inc.4,059$238 12/31/2023
     PHO4,059$238 12/31/2023
AllSquare Wealth Management LLC3,900$237 12/31/2023
     PHO3,900$237 12/31/2023
EdgeRock Capital LLC3,904$235 12/31/2023
     PHO3,904$235 12/31/2023
Prospera Financial Services Inc3,853$234 12/31/2023
     PHO3,853$234 12/31/2023
Gladstone Institutional Advisory LLC3,838$234 12/31/2023
     PHO3,838$234 12/31/2023
Wealthfront Advisers LLC3,764$229 12/31/2023
     PHO3,764$229 12/31/2023
Verus Capital Partners LLC3,768$229 12/31/2023
     PHO3,768$229 12/31/2023
KCM Investment Advisors LLC3,708$226 12/31/2023
     PHO3,708$226 12/31/2023
Harbour Investments Inc.3,645$222 12/31/2023
     PHO3,645$222 12/31/2023
Pathstone Holdings LLC3,641$222 12/31/2023
     PHO3,641$222 12/31/2023
Sanibel Captiva Trust Company Inc.3,600$219 12/31/2023
     PHO3,600$219 12/31/2023
IFP Advisors Inc3,541$216 12/31/2023
     PHO3,541$216 12/31/2023
Benjamin F. Edwards & Company Inc.3,538$215 12/31/2023
     PHO3,538$215 12/31/2023
Beaton Management Co. Inc.3,530$215 12/31/2023
     PHO3,530$215 12/31/2023
Pinnacle Wealth Management Group Inc.3,525$215 12/31/2023
     PHO3,525$215 12/31/2023
Klingenstein Fields & Co. LP3,500$213 12/31/2023
     PHO3,500$213 12/31/2023
NBC Securities Inc.3,041$212 03/31/2024
     PHO3,041$212 03/31/2024
Belpointe Asset Management LLC3,464$211 12/31/2023
     PHO3,464$211 12/31/2023
Wade G W & Inc.3,428$209 12/31/2023
     PHO3,428$209 12/31/2023
Transform Wealth LLC3,419$208 12/31/2023
     PHO3,419$208 12/31/2023
Sterling Investment Management Inc.3,406$207 12/31/2023
     PHO3,406$207 12/31/2023
Jacobi Capital Management LLC3,399$207 12/31/2023
     PHO3,399$207 12/31/2023
Ameritas Advisory Services LLC3,374$207 12/31/2023
     PHO3,374$207 12/31/2023
Patten & Patten Inc. TN3,390$206 12/31/2023
     PHO3,390$206 12/31/2023
AE Wealth Management LLC3,467$206 12/31/2023
     PHO3,467$206 12/31/2023
Perigon Wealth Management LLC3,349$204 12/31/2023
     PHO3,349$204 12/31/2023
First United Bank Trust3,338$203 12/31/2023
     PHO3,338$203 12/31/2023
Beese Fulmer Investment Management Inc.3,033$202 03/31/2024
     PHO3,033$202 03/31/2024
Key Client Fiduciary Advisors LLC3,005$200 03/31/2024
     PHO3,005$200 03/31/2024
Financial Counselors Inc.3,288$200 12/31/2023
     PHO3,288$200 12/31/2023
JFS Wealth Advisors LLC3,234$197 12/31/2023
     PHO3,234$197 12/31/2023
Millburn Ridgefield Corp3,128$190 12/31/2023
     PHO3,128$190 12/31/2023
WealthShield Partners LLC3,044$185 12/31/2023
     PHO3,044$185 12/31/2023
Bartlett & Co. LLC2,700$165 12/31/2023
     PHO2,700$165 12/31/2023
FSA Wealth Management LLC2,712$165 12/31/2023
     PHO2,712$165 12/31/2023
Bartlett & CO. Wealth Management LLC2,700$165 12/31/2023
     PHO2,700$165 12/31/2023
ST Germain D J Co. Inc.2,185$145 03/31/2024
     PHO2,185$145 03/31/2024
Bangor Savings Bank2,128$142 03/31/2024
     PHO2,128$142 03/31/2024
Jones Financial Companies Lllp2,294$140 12/31/2023
     PHO2,294$140 12/31/2023
Live Oak Investment Partners2,284$139 12/31/2023
     PHO2,284$139 12/31/2023
Aptus Capital Advisors LLC2,170$132 12/31/2023
     PHO2,170$132 12/31/2023
Fifth Third Bancorp2,125$129 12/31/2023
     PHO2,125$129 12/31/2023
Westside Investment Management Inc.2,119$129 12/31/2023
     PHO2,119$129 12/31/2023
First Horizon Advisors Inc.2,113$129 12/31/2023
     PHO2,113$129 12/31/2023
Trust Co. of Vermont2,000$122 12/31/2023
     PHO2,000$122 12/31/2023
AdvisorNet Financial Inc1,800$120 03/31/2024
     PHO1,800$120 03/31/2024
Capital Investment Advisory Services LLC1,954$119 12/31/2023
     PHO1,954$119 12/31/2023
Icon Wealth Advisors LLC1,703$104 12/31/2023
     PHO1,703$104 12/31/2023
Pacific Center for Financial Services1,538$94 12/31/2023
     PHO1,538$94 12/31/2023
Citigroup Inc.1,465$89 12/31/2023
     PHO1,465$89 12/31/2023
SRS Capital Advisors Inc.1,441$88 12/31/2023
     PHO1,441$88 12/31/2023
Northwest Financial Advisors1,436$87 12/31/2023
     PHO1,436$87 12/31/2023
Johnson Financial Group Inc.1,275$78 12/31/2023
     PHO1,275$78 12/31/2023
Creekmur Asset Management LLC1,286$78 12/31/2023
     PHO1,286$78 12/31/2023
Focused Wealth Management Inc1,201$73 12/31/2023
     PHO1,201$73 12/31/2023
Chilton Capital Management LLC1,165$71 12/31/2023
     PHO1,165$71 12/31/2023
SOA Wealth Advisors LLC.1,016$68 03/31/2024
     PHO1,016$68 03/31/2024
Townsend Asset Management Corp NC ADV1,108$67 12/31/2023
     PHO1,108$67 12/31/2023
WASHINGTON TRUST Co1,100$67 12/31/2023
     PHO1,100$67 12/31/2023
Whittier Trust Co.1,097$67 12/31/2023
     PHO1,097$67 12/31/2023
McClarren Financial Advisors Inc.1,100$67 12/31/2023
     PHO1,100$67 12/31/2023
Tradition Wealth Management LLC1,106$67 12/31/2023
     PHO1,106$67 12/31/2023
Cherry Tree Wealth Management LLC1,002$61 12/31/2023
     PHO1,002$61 12/31/2023
Sachetta LLC1,000$61 12/31/2023
     PHO1,000$61 12/31/2023
Washington Trust Advisors Inc.980$60 12/31/2023
     PHO980$60 12/31/2023
Avalon Trust Co910$55 12/31/2023
     PHO910$55 12/31/2023
Motco800$49 12/31/2023
     PHO800$49 12/31/2023
JNBA Financial Advisors802$49 12/31/2023
     PHO802$49 12/31/2023
DecisionPoint Financial LLC800$49 12/31/2023
     PHO800$49 12/31/2023
Private Ocean LLC765$47 12/31/2023
     PHO765$47 12/31/2023
Legacy Bridge LLC710$43 12/31/2023
     PHO710$43 12/31/2023
Coppell Advisory Solutions LLC687$42 12/31/2023
     PHO687$42 12/31/2023
Financial Connections Group Inc.703$42 12/31/2023
     PHO703$42 12/31/2023
Ronald Blue Trust Inc.666$41 12/31/2023
     PHO666$41 12/31/2023
BKM Wealth Management LLC645$39 12/31/2023
     PHO645$39 12/31/2023
Manchester Capital Management LLC631$38 12/31/2023
     PHO631$38 12/31/2023
Geneos Wealth Management Inc.630$38 12/31/2023
     PHO630$38 12/31/2023
Salem Investment Counselors Inc.550$37 03/31/2024
     PHO550$37 03/31/2024
Keener Financial Planning LLC600$37 12/31/2023
     PHO600$37 12/31/2023
Planned Solutions Inc.583$35 12/31/2023
     PHO583$35 12/31/2023
Cutler Group LP $33 12/31/2023
     Call7,100$34 12/31/2023
     Put4,100$1 12/31/2023
Biltmore Family Office LLC550$33 12/31/2023
     PHO550$33 12/31/2023
Valley National Advisers Inc.529$32 12/31/2023
     PHO529$32 12/31/2023
Operose Advisors LLC506$31 12/31/2023
     PHO506$31 12/31/2023
O Shaughnessy Asset Management LLC500$30 12/31/2023
     PHO500$30 12/31/2023
Parallel Advisors LLC476$29 12/31/2023
     PHO476$29 12/31/2023
GAMMA Investing LLC407$27 03/31/2024
     PHO407$27 03/31/2024
IAG Wealth Partners LLC425$26 12/31/2023
     PHO425$26 12/31/2023
Principal Securities Inc.414$25 12/31/2023
     PHO414$25 12/31/2023
McGlone Suttner Wealth Management Inc.411$25 12/31/2023
     PHO411$25 12/31/2023
Fairfield Bush & CO.400$24 12/31/2023
     PHO400$24 12/31/2023
Horizons Wealth Management384$23 03/31/2024
     PHO384$23 03/31/2024
Creative Financial Designs Inc. ADV347$21 12/31/2023
     PHO347$21 12/31/2023
Piscataqua Savings Bank350$21 12/31/2023
     PHO350$21 12/31/2023
M&R Capital Management Inc.300$20 03/31/2024
     PHO300$20 03/31/2024
DHJJ Financial Advisors Ltd.276$18 03/31/2024
     PHO276$18 03/31/2024
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA280$17 12/31/2023
     PHO280$17 12/31/2023
Frazier Financial Advisors LLC280$17 12/31/2023
     PHO280$17 12/31/2023
Clearstead Advisors LLC257$16 12/31/2023
     PHO257$16 12/31/2023
New England Capital Financial Advisors LLC271$16 12/31/2023
     PHO271$16 12/31/2023
Thompson Siegel & Walmsley LLC254$15 12/31/2023
     PHO254$15 12/31/2023
Allworth Financial LP252$15 12/31/2023
     PHO252$15 12/31/2023
FinTrust Capital Advisors LLC240$15 12/31/2023
     PHO240$15 12/31/2023
ICA Group Wealth Management LLC251$15 12/31/2023
     PHO251$15 12/31/2023
Carolinas Wealth Consulting LLC226$14 12/31/2023
     PHO226$14 12/31/2023
Caitlin John LLC234$14 12/31/2023
     PHO234$14 12/31/2023
Pacifica Partners Inc.204$13 03/31/2024
     PHO204$13 03/31/2024
Emfo LLC215$13 12/31/2023
     PHO215$13 12/31/2023
Cardiff Park Advisors LLC200$12 12/31/2023
     PHO200$12 12/31/2023
Hobbs Group Advisors LLC178$11 12/31/2023
     PHO178$11 12/31/2023
Global Wealth Strategies & Associates143$10 03/31/2024
     PHO143$10 03/31/2024
DB Wealth Management Group LLC164$10 12/31/2023
     PHO164$10 12/31/2023
Main Management LLC155$9 12/31/2023
     PHO155$9 12/31/2023
Farther Finance Advisors LLC140$9 12/31/2023
     PHO140$9 12/31/2023
Armstrong Advisory Group Inc.137$8 03/31/2024
     PHO137$8 03/31/2024
Caldwell Sutter Capital Inc.115$7 12/31/2023
     PHO115$7 12/31/2023
Colonial Trust Advisors115$7 12/31/2023
     PHO115$7 12/31/2023
Private Trust Co. NA98$6 12/31/2023
     PHO98$6 12/31/2023
Scarborough Advisors LLC101$6 12/31/2023
     PHO101$6 12/31/2023
Western Pacific Wealth Management LP100$6 12/31/2023
     PHO100$6 12/31/2023
Baldwin Brothers Inc. MA70$5 03/31/2024
     PHO70$5 03/31/2024
Farmers & Merchants Investments Inc.86$5 12/31/2023
     PHO86$5 12/31/2023
Eagle Bay Advisors LLC82$5 12/31/2023
     PHO82$5 12/31/2023
Hazlett Burt & Watson Inc.55$3 12/31/2023
     PHO55$3 12/31/2023
South State CORP.35$2 12/31/2023
     PHO35$2 12/31/2023
Albion Financial Group UT41$2 12/31/2023
     PHO41$2 12/31/2023
Pin Oak Investment Advisors Inc.33$2 12/31/2023
     PHO33$2 12/31/2023
Assetmark Inc.33$2 12/31/2023
     PHO33$2 12/31/2023
Tyler Stone Wealth Management26$2 12/31/2023
     PHO26$2 12/31/2023
Glassman Wealth Services13$1 12/31/2023
     PHO13$1 12/31/2023
Global Retirement Partners LLC9$1 12/31/2023
     PHO9$1 12/31/2023
Fairman Group LLC9$1 12/31/2023
     PHO9$1 12/31/2023
Lowe Wealth Advisors LLC7$0 03/31/2024
     PHO7$0 03/31/2024
Huntington National Bank1$0 12/31/2023
     PHO1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     PHO0$0 12/31/2023
Providence Capital Advisors LLC8$0 12/31/2023
     PHO8$0 12/31/2023
Financial Gravity Asset Management Inc.1$0 12/31/2023
     PHO1$0 12/31/2023
Lindbrook Capital LLC1$0 12/31/2023
     PHO1$0 12/31/2023
Maven Securities LTD1,700$-268 12/31/2023
     Put1,700$268 12/31/2023

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

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