HoldingsChannel.com
Funds Holding PKW
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE886,988$42,983 03/31/2020
     PKW886,988$42,983 03/31/2020
Advisor Group Inc.549,764$37,926 12/31/2019
     PKW549,764$37,926 12/31/2019
Ladenburg Thalmann Financial Services Inc.398,817$27,510 12/31/2019
     PKW398,817$27,510 12/31/2019
Morgan Stanley527,298$25,553 03/31/2020
     PKW527,298$25,553 03/31/2020
LPL Financial LLC332,499$16,113 03/31/2020
     PKW332,499$16,113 03/31/2020
UBS Group AG202,043$9,791 03/31/2020
     PKW202,043$9,791 03/31/2020
Bank of New York Mellon Corp182,981$8,867 03/31/2020
     PKW182,981$8,867 03/31/2020
Curtis Advisory Group LLC177,203$8,587 03/31/2020
     PKW177,203$8,587 03/31/2020
Commonwealth Equity Services LLC172,793$8,373 03/31/2020
     PKW172,793$8,373 03/31/2020
Resonant Capital Advisors LLC153,576$7,442 03/31/2020
     PKW153,576$7,442 03/31/2020
Wells Fargo & Company MN135,704$6,576 03/31/2020
     PKW135,704$6,576 03/31/2020
Susquehanna International Group LLP $6,540 03/31/2020
     PKW139,459$6,758 03/31/2020
     Put4,500$218 03/31/2020
Royal Bank of Canada130,273$6,314 03/31/2020
     PKW130,273$6,314 03/31/2020
Credit Suisse AG100,430$4,867 03/31/2020
     PKW100,430$4,867 03/31/2020
Raymond James & Associates99,893$4,841 03/31/2020
     PKW99,893$4,841 03/31/2020
Compton Wealth Advisory Group LLC94,929$4,600 03/31/2020
     PKW94,929$4,600 03/31/2020
Muhlenkamp & Co. Inc.64,195$4,428 12/31/2019
     PKW64,195$4,428 12/31/2019
RVW Wealth LLC89,267$4,326 03/31/2020
     PKW89,267$4,326 03/31/2020
Advisor Group Holdings Inc.244,971$3,986 03/31/2020
     PKW244,971$3,986 03/31/2020
Raymond James Financial Services Advisors Inc.75,379$3,653 03/31/2020
     PKW75,379$3,653 03/31/2020
Cambridge Investment Research Advisors Inc.69,547$3,370 03/31/2020
     PKW69,547$3,370 03/31/2020
Cahill Financial Advisors Inc.64,364$3,120 03/31/2020
     PKW64,364$3,120 03/31/2020
Jane Street Group LLC59,714$2,894 03/31/2020
     PKW59,714$2,894 03/31/2020
Pacific Wealth Strategies Group Inc.59,061$2,862 03/31/2020
     PKW59,061$2,862 03/31/2020
Independent Family Office LLC53,373$2,586 03/31/2020
     PKW53,373$2,586 03/31/2020
Ameriprise Financial Inc.52,231$2,532 03/31/2020
     PKW52,231$2,532 03/31/2020
Kovitz Investment Group Partners LLC49,425$2,395 03/31/2020
     PKW49,425$2,395 03/31/2020
Truist Financial Corp47,738$2,313 03/31/2020
     PKW47,738$2,313 03/31/2020
Private Advisor Group LLC43,058$2,087 03/31/2020
     PKW43,058$2,087 03/31/2020
Citadel Advisors LLC42,066$2,039 03/31/2020
     PKW42,066$2,039 03/31/2020
Goldman Sachs Group Inc.39,890$1,933 03/31/2020
     PKW39,890$1,933 03/31/2020
Tower Research Capital LLC TRC 39,751$1,927 03/31/2020
     PKW39,751$1,927 03/31/2020
Equitable Holdings Inc.36,923$1,789 03/31/2020
     PKW36,923$1,789 03/31/2020
Flagship Harbor Advisors LLC34,544$1,674 03/31/2020
     PKW34,544$1,674 03/31/2020
9258 Wealth Management LLC31,100$1,667 03/31/2020
     PKW31,100$1,667 03/31/2020
MML Investors Services LLC31,867$1,544 03/31/2020
     PKW31,867$1,544 03/31/2020
Madison Asset Management LLC29,977$1,453 03/31/2020
     PKW29,977$1,453 03/31/2020
Carroll Financial Associates Inc.24,973$1,210 03/31/2020
     PKW24,973$1,210 03/31/2020
Destination Wealth Management22,380$1,085 03/31/2020
     PKW22,380$1,085 03/31/2020
Stifel Financial Corp21,919$1,063 03/31/2020
     PKW21,919$1,063 03/31/2020
10 15 Associates Inc.21,817$1,057 03/31/2020
     PKW21,817$1,057 03/31/2020
CWM LLC20,304$984 03/31/2020
     PKW20,304$984 03/31/2020
Scotia Capital Inc.20,049$972 03/31/2020
     PKW20,049$972 03/31/2020
Two Sigma Securities LLC19,259$933 03/31/2020
     PKW19,259$933 03/31/2020
Cetera Advisor Networks LLC19,000$921 03/31/2020
     PKW19,000$921 03/31/2020
Roman Butler Fullerton & Co.18,400$892 03/31/2020
     PKW18,400$892 03/31/2020
Tempus Wealth Planning LLC18,165$880 03/31/2020
     PKW18,165$880 03/31/2020
IFG Advisory LLC17,681$856 03/31/2020
     PKW17,681$856 03/31/2020
JPMorgan Chase & Co.17,575$852 03/31/2020
     PKW17,575$852 03/31/2020
Envestnet Asset Management Inc.17,011$824 03/31/2020
     PKW17,011$824 03/31/2020
PNC Financial Services Group Inc.16,966$822 03/31/2020
     PKW16,966$822 03/31/2020
Pacific Sun Financial Corp16,600$804 03/31/2020
     PKW16,600$804 03/31/2020
Psagot Investment House Ltd.16,545$802 03/31/2020
     PKW16,545$802 03/31/2020
StrategIQ Financial Group LLC15,000$727 03/31/2020
     PKW15,000$727 03/31/2020
Cornerstone Wealth Management LLC14,993$727 03/31/2020
     PKW14,993$727 03/31/2020
AllSquare Wealth Management LLC14,726$714 03/31/2020
     PKW14,726$714 03/31/2020
Argent Trust Co14,438$700 03/31/2020
     PKW14,438$700 03/31/2020
Financial Advocates Investment Management14,192$688 03/31/2020
     PKW14,192$688 03/31/2020
Nations Financial Group Inc. IA ADV12,882$624 03/31/2020
     PKW12,882$624 03/31/2020
CIBC World Markets Inc.12,786$620 03/31/2020
     PKW12,786$620 03/31/2020
Flow Traders U.S. LLC12,802$620 03/31/2020
     PKW12,802$620 03/31/2020
Tsfg LLC12,749$618 03/31/2020
     PKW12,749$618 03/31/2020
Invesco Ltd.12,476$605 03/31/2020
     PKW12,476$605 03/31/2020
TAP Consulting LLC12,048$584 03/31/2020
     PKW12,048$584 03/31/2020
First Republic Investment Management Inc.11,040$535 03/31/2020
     PKW11,040$535 03/31/2020
Citigroup Inc.10,489$508 03/31/2020
     PKW10,489$508 03/31/2020
Choate Investment Advisors10,450$506 03/31/2020
     PKW10,450$506 03/31/2020
Creative Planning10,294$499 03/31/2020
     PKW10,294$499 03/31/2020
Mid Atlantic Financial Management Inc. ADV9,932$481 03/31/2020
     PKW9,932$481 03/31/2020
Whittier Trust Co. of Nevada Inc.9,600$465 03/31/2020
     PKW9,600$465 03/31/2020
Northeast Financial Consultants Inc9,600$465 03/31/2020
     PKW9,600$465 03/31/2020
Trexquant Investment LP9,347$453 03/31/2020
     PKW9,347$453 03/31/2020
WBH Advisory Inc.9,308$451 03/31/2020
     PKW9,308$451 03/31/2020
Capital Advisors Ltd. LLC8,723$423 03/31/2020
     PKW8,723$423 03/31/2020
Ancora Advisors LLC8,415$407 03/31/2020
     PKW8,415$407 03/31/2020
SignalPoint Asset Management LLC8,297$402 03/31/2020
     PKW8,297$402 03/31/2020
Calton & Associates Inc.8,064$391 03/31/2020
     PKW8,064$391 03/31/2020
S.A. Mason LLC7,949$385 03/31/2020
     PKW7,949$385 03/31/2020
First Allied Advisory Services Inc.7,877$382 03/31/2020
     PKW7,877$382 03/31/2020
Essex Financial Services Inc.7,454$361 03/31/2020
     PKW7,454$361 03/31/2020
American Institute for Advanced Investment Management LLP6,985$338 03/31/2020
     PKW6,985$338 03/31/2020
Means Investment CO. Inc.6,609$337 03/31/2020
     PKW6,609$337 03/31/2020
Stratos Wealth Partners LTD.6,928$336 03/31/2020
     PKW6,928$336 03/31/2020
Shepherd Financial Partners LLC6,897$333 03/31/2020
     PKW6,897$333 03/31/2020
Rowland Carmichael Advisors Inc. ADV6,463$313 03/31/2020
     PKW6,463$313 03/31/2020
Salomon & Ludwin LLC6,029$292 03/31/2020
     PKW6,029$292 03/31/2020
Lehman & Derafelo Financial Resources LLC6,000$291 03/31/2020
     PKW6,000$291 03/31/2020
Level Four Advisory Services LLC5,814$277 03/31/2020
     PKW5,814$277 03/31/2020
M&T Bank Corp5,599$271 03/31/2020
     PKW5,599$271 03/31/2020
HighTower Advisors LLC5,546$269 03/31/2020
     PKW5,546$269 03/31/2020
Kelman Lazarov Inc.5,209$252 03/31/2020
     PKW5,209$252 03/31/2020
Advisors Preferred LLC5,141$249 03/31/2020
     PKW5,141$249 03/31/2020
Arkadios Wealth Advisors4,884$237 03/31/2020
     PKW4,884$237 03/31/2020
FMR LLC4,837$234 03/31/2020
     PKW4,837$234 03/31/2020
Ahrens Investment Partners LLC4,738$230 03/31/2020
     PKW4,738$230 03/31/2020
Belpointe Asset Management LLC3,216$222 12/31/2019
     PKW3,216$222 12/31/2019
FineMark National Bank & Trust4,548$220 03/31/2020
     PKW4,548$220 03/31/2020
Merit Financial Group LLC4,500$218 03/31/2020
     PKW4,500$218 03/31/2020
Bay Colony Advisory Group Inc d b a Bay Colony Advisors4,504$218 03/31/2020
     PKW4,504$218 03/31/2020
Cetera Advisors LLC4,463$216 03/31/2020
     PKW4,463$216 03/31/2020
National Asset Management Inc.4,377$213 03/31/2020
     PKW4,377$213 03/31/2020
Squar Milner Financial Services LLC4,384$212 03/31/2020
     PKW4,384$212 03/31/2020
Asset Dedication LLC4,324$209 03/31/2020
     PKW4,324$209 03/31/2020
Northwestern Mutual Wealth Management Co.3,041$147 03/31/2020
     PKW3,041$147 03/31/2020
US Bancorp DE2,873$140 03/31/2020
     PKW2,873$140 03/31/2020
First Manhattan Co.2,900$140 03/31/2020
     PKW2,900$140 03/31/2020
Proequities Inc.2,741$133 03/31/2020
     PKW2,741$133 03/31/2020
Prestige Wealth Management Group LLC2,737$133 03/31/2020
     PKW2,737$133 03/31/2020
Steward Partners Investment Advisory LLC2,500$121 03/31/2020
     PKW2,500$121 03/31/2020
Trust Co. of Vermont2,408$117 03/31/2020
     PKW2,408$117 03/31/2020
Northern Oak Wealth Management Inc.2,175$105 03/31/2020
     PKW2,175$105 03/31/2020
Claraphi Advisory Network LLC1,944$94 03/31/2020
     PKW1,944$94 03/31/2020
Jacobi Capital Management LLC1,840$89 03/31/2020
     PKW1,840$89 03/31/2020
Sandy Spring Bank1,534$74 03/31/2020
     PKW1,534$74 03/31/2020
Rockefeller Capital Management L.P.1,410$68 03/31/2020
     PKW1,410$68 03/31/2020
Archer Investment Corp1,294$63 03/31/2020
     PKW1,294$63 03/31/2020
Stonebridge Financial Planning Group LLC1,050$54 03/31/2020
     PKW1,050$54 03/31/2020
Bank of Montreal Can1,044$49 03/31/2020
     PKW1,044$49 03/31/2020
Kings Point Capital Management1,000$48 03/31/2020
     PKW1,000$48 03/31/2020
Lakeview Capital Partners LLC995$48 03/31/2020
     PKW995$48 03/31/2020
Sound Income Strategies LLC813$39 03/31/2020
     PKW813$39 03/31/2020
Oxford Financial Group Ltd.767$37 03/31/2020
     PKW767$37 03/31/2020
Fusion Family Wealth LLC756$37 03/31/2020
     PKW756$37 03/31/2020
Fifth Third Bancorp750$36 03/31/2020
     PKW750$36 03/31/2020
Orion Portfolio Solutions LLC604$29 03/31/2020
     PKW604$29 03/31/2020
Synovus Financial Corp540$26 03/31/2020
     PKW540$26 03/31/2020
Institutional & Family Asset Management LLC520$25 03/31/2020
     PKW520$25 03/31/2020
Intercontinental Wealth Advisors LLC355$25 12/31/2019
     PKW355$25 12/31/2019
Wealthcare Advisory Partners LLC369$18 03/31/2020
     PKW369$18 03/31/2020
Highlander Capital Management LLC353$17 03/31/2020
     PKW353$17 03/31/2020
Advisory Alpha LLC340$17 03/31/2020
     PKW340$17 03/31/2020
Sowell Financial Services LLC317$15 03/31/2020
     PKW317$15 03/31/2020
Advisory Services Network LLC273$13 03/31/2020
     PKW273$13 03/31/2020
NEXT Financial Group Inc250$12 03/31/2020
     PKW250$12 03/31/2020
Laurel Wealth Advisors LLC240$12 03/31/2020
     PKW240$12 03/31/2020
Bedel Financial Consulting Inc.206$10 03/31/2020
     PKW206$10 03/31/2020
Liberty Wealth Management LLC213$10 03/31/2020
     PKW213$10 03/31/2020
Sowa Financial Group Inc.200$10 03/31/2020
     PKW200$10 03/31/2020
FinTrust Capital Advisors LLC176$9 03/31/2020
     PKW176$9 03/31/2020
Global Retirement Partners LLC181$9 03/31/2020
     PKW181$9 03/31/2020
Red Door Wealth Management LLC200$9 03/31/2020
     PKW200$9 03/31/2020
Pacitti Group Inc.200$9 03/31/2020
     PKW200$9 03/31/2020
SRS Capital Advisors Inc.162$8 03/31/2020
     PKW162$8 03/31/2020
First Horizon Advisors Inc.155$8 03/31/2020
     PKW155$8 03/31/2020
Retirement Network125$6 03/31/2020
     PKW125$6 03/31/2020
Covington Capital Management100$5 03/31/2020
     PKW100$5 03/31/2020
Manchester Financial Inc.81$4 03/31/2020
     PKW81$4 03/31/2020
Harwood Advisory Group LLC96$4 03/31/2020
     PKW96$4 03/31/2020
Atlas Capital Advisors LLC70$3 03/31/2020
     PKW70$3 03/31/2020
Boston Private Wealth LLC62$3 03/31/2020
     PKW62$3 03/31/2020
Stratos Wealth Advisors LLC50$2 03/31/2020
     PKW50$2 03/31/2020
Royal Fund Management LLC56$2 03/31/2020
     PKW56$2 03/31/2020
Capital Investment Advisory Services LLC25$1 03/31/2020
     PKW25$1 03/31/2020
BlackRock Inc.1$0 03/31/2020
     PKW1$0 03/31/2020
IFP Advisors Inc0$0 03/31/2020
     PKW0$0 03/31/2020

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

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