HoldingsChannel.com
Funds Holding PKW
HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.1,645,977$113,539 12/31/2019
     PKW1,645,977$113,539 12/31/2019
Bank of America Corp DE1,341,035$92,505 12/31/2019
     PKW1,341,035$92,505 12/31/2019
Morgan Stanley660,746$45,579 12/31/2019
     PKW660,746$45,579 12/31/2019
Advisor Group Inc.549,764$37,926 12/31/2019
     PKW549,764$37,926 12/31/2019
Clark Capital Management Group Inc.521,361$35,963 12/31/2019
     PKW521,361$35,963 12/31/2019
LPL Financial LLC435,222$30,022 12/31/2019
     PKW435,222$30,022 12/31/2019
Ladenburg Thalmann Financial Services Inc.398,817$27,510 12/31/2019
     PKW398,817$27,510 12/31/2019
UBS Group AG290,469$20,037 12/31/2019
     PKW290,469$20,037 12/31/2019
Wells Fargo & Company MN273,191$18,844 12/31/2019
     PKW273,191$18,844 12/31/2019
RVW Wealth LLC262,071$18,078 12/31/2019
     PKW262,071$18,078 12/31/2019
Bank of New York Mellon Corp249,880$17,237 12/31/2019
     PKW249,880$17,237 12/31/2019
Blue Sky Asset Management LLC236,601$16,321 12/31/2019
     PKW236,601$16,321 12/31/2019
Orion Portfolio Solutions LLC211,224$14,570 12/31/2019
     PKW211,224$14,570 12/31/2019
Curtis Advisory Group LLC178,786$12,333 12/31/2019
     PKW178,786$12,333 12/31/2019
Resonant Capital Advisors LLC176,909$12,203 12/31/2019
     PKW176,909$12,203 12/31/2019
Commonwealth Equity Services LLC174,817$12,058 12/31/2019
     PKW174,817$12,058 12/31/2019
Archer Investment Corp152,999$10,554 12/31/2019
     PKW152,999$10,554 12/31/2019
Raymond James Financial Services Advisors Inc.116,762$8,054 12/31/2019
     PKW116,762$8,054 12/31/2019
Raymond James & Associates106,248$7,329 12/31/2019
     PKW106,248$7,329 12/31/2019
Royal Bank of Canada105,877$7,304 12/31/2019
     PKW105,877$7,304 12/31/2019
Compton Wealth Advisory Group LLC102,259$7,054 12/31/2019
     PKW102,259$7,054 12/31/2019
Ameriprise Financial Inc.94,403$6,512 12/31/2019
     PKW94,403$6,512 12/31/2019
Pacific Wealth Strategies Group Inc.92,882$6,407 12/31/2019
     PKW92,882$6,407 12/31/2019
Truist Financial Corp82,305$5,677 12/31/2019
     PKW82,305$5,677 12/31/2019
Cambridge Investment Research Advisors Inc.81,719$5,637 12/31/2019
     PKW81,719$5,637 12/31/2019
Kovitz Investment Group Partners LLC68,140$4,700 12/31/2019
     PKW68,140$4,700 12/31/2019
Cahill Financial Advisors Inc.64,596$4,456 12/31/2019
     PKW64,596$4,456 12/31/2019
Muhlenkamp & Co. Inc.64,195$4,428 12/31/2019
     PKW64,195$4,428 12/31/2019
Destination Wealth Management61,515$4,243 12/31/2019
     PKW61,515$4,243 12/31/2019
Merriman Wealth Management LLC60,765$4,192 12/31/2019
     PKW60,765$4,192 12/31/2019
Flagship Harbor Advisors LLC55,100$3,801 12/31/2019
     PKW55,100$3,801 12/31/2019
Private Advisor Group LLC50,143$3,459 12/31/2019
     PKW50,143$3,459 12/31/2019
Goldman Sachs Group Inc.39,890$2,752 12/31/2019
     PKW39,890$2,752 12/31/2019
Equitable Holdings Inc.39,446$2,721 12/31/2019
     PKW39,446$2,721 12/31/2019
Suntrust Banks Inc.42,201$2,641 09/30/2019
     PKW42,201$2,641 09/30/2019
Madison Asset Management LLC36,339$2,507 12/31/2019
     PKW36,339$2,507 12/31/2019
MML Investors Services LLC33,256$2,294 12/31/2019
     PKW33,256$2,294 12/31/2019
9258 Wealth Management LLC32,060$2,211 12/31/2019
     PKW32,060$2,211 12/31/2019
BB&T Securities LLC35,123$2,197 09/30/2019
     PKW35,123$2,197 09/30/2019
Mutual Advisors LLC31,755$2,190 12/31/2019
     PKW31,755$2,190 12/31/2019
Credit Suisse AG30,478$2,102 12/31/2019
     PKW30,478$2,102 12/31/2019
FundX Investment Group LLC30,200$2,083 12/31/2019
     PKW30,200$2,083 12/31/2019
Madison Investment Holdings Inc.33,201$2,078 09/30/2019
     PKW33,201$2,078 09/30/2019
Stifel Financial Corp29,119$2,010 12/31/2019
     PKW29,119$2,010 12/31/2019
Truvestments Capital LLC26,845$1,852 12/31/2019
     PKW26,845$1,852 12/31/2019
National Asset Management Inc.25,575$1,765 12/31/2019
     PKW25,575$1,765 12/31/2019
Carroll Financial Associates Inc.24,973$1,722 12/31/2019
     PKW24,973$1,722 12/31/2019
First Allied Advisory Services Inc.24,244$1,663 12/31/2019
     PKW24,244$1,663 12/31/2019
HighTower Advisors LLC23,570$1,626 12/31/2019
     PKW23,570$1,626 12/31/2019
CWM LLC22,674$1,564 12/31/2019
     PKW22,674$1,564 12/31/2019
Jane Street Group LLC22,466$1,550 12/31/2019
     PKW22,466$1,550 12/31/2019
Independent Family Office LLC21,636$1,492 12/31/2019
     PKW21,636$1,492 12/31/2019
Cetera Advisor Networks LLC21,258$1,467 12/31/2019
     PKW21,258$1,467 12/31/2019
Scotia Capital Inc.20,049$1,383 12/31/2019
     PKW20,049$1,383 12/31/2019
Roman Butler Fullerton & Co.19,427$1,340 12/31/2019
     PKW19,427$1,340 12/31/2019
CIBC World Markets Inc.19,346$1,334 12/31/2019
     PKW19,346$1,334 12/31/2019
10 15 Associates Inc.19,117$1,319 12/31/2019
     PKW19,117$1,319 12/31/2019
First Republic Investment Management Inc.17,423$1,202 12/31/2019
     PKW17,423$1,202 12/31/2019
PNC Financial Services Group Inc.17,257$1,191 12/31/2019
     PKW17,257$1,191 12/31/2019
StrategIQ Financial Group LLC17,023$1,174 12/31/2019
     PKW17,023$1,174 12/31/2019
IFG Advisory LLC17,013$1,173 12/31/2019
     PKW17,013$1,173 12/31/2019
Cornerstone Wealth Management LLC16,782$1,158 12/31/2019
     PKW16,782$1,158 12/31/2019
Pacific Sun Financial Corp16,520$1,140 12/31/2019
     PKW16,520$1,140 12/31/2019
JPMorgan Chase & Co.15,866$1,094 12/31/2019
     PKW15,866$1,094 12/31/2019
Argent Trust Co15,594$1,076 12/31/2019
     PKW15,594$1,076 12/31/2019
Tsfg LLC15,452$1,066 12/31/2019
     PKW15,452$1,066 12/31/2019
AllSquare Wealth Management LLC14,780$1,020 12/31/2019
     PKW14,780$1,020 12/31/2019
Financial Advocates Investment Management14,304$987 12/31/2019
     PKW14,304$987 12/31/2019
Courier Capital LLC13,320$927 12/31/2019
     PKW13,320$927 12/31/2019
Citigroup Inc.13,122$905 12/31/2019
     PKW13,122$905 12/31/2019
Creative Planning13,058$901 12/31/2019
     PKW13,058$901 12/31/2019
Nations Financial Group Inc. IA ADV13,038$899 12/31/2019
     PKW13,038$899 12/31/2019
Invesco Ltd.12,451$859 12/31/2019
     PKW12,451$859 12/31/2019
Csenge Advisory Group11,965$825 12/31/2019
     PKW11,965$825 12/31/2019
TAP Consulting LLC11,963$825 12/31/2019
     PKW11,963$825 12/31/2019
Advisory Services Network LLC11,742$810 12/31/2019
     PKW11,742$810 12/31/2019
M Holdings Securities Inc.11,230$775 12/31/2019
     PKW11,230$775 12/31/2019
Choate Investment Advisors11,020$760 12/31/2019
     PKW11,020$760 12/31/2019
Psagot Investment House Ltd.10,968$757 12/31/2019
     PKW10,968$757 12/31/2019
J.W. Cole Advisors Inc.10,920$753 12/31/2019
     PKW10,920$753 12/31/2019
Capital Advisors Ltd. LLC10,812$746 12/31/2019
     PKW10,812$746 12/31/2019
Susquehanna International Group LLP $740 12/31/2019
     Call6,700$462 12/31/2019
     PKW4,031$278 12/31/2019
Mid Atlantic Financial Management Inc. ADV9,940$686 12/31/2019
     PKW9,940$686 12/31/2019
Ancora Advisors LLC9,843$679 12/31/2019
     PKW9,843$679 12/31/2019
Whittier Trust Co. of Nevada Inc.9,600$662 12/31/2019
     PKW9,600$662 12/31/2019
Northeast Financial Consultants Inc9,600$662 12/31/2019
     PKW9,600$662 12/31/2019
Independent Advisor Alliance9,597$662 12/31/2019
     PKW9,597$662 12/31/2019
WBH Advisory Inc.9,404$648 12/31/2019
     PKW9,404$648 12/31/2019
FineMark National Bank & Trust9,100$628 12/31/2019
     PKW9,100$628 12/31/2019
SignalPoint Asset Management LLC8,938$617 12/31/2019
     PKW8,938$617 12/31/2019
Kelman Lazarov Inc.8,933$616 12/31/2019
     PKW8,933$616 12/31/2019
Calton & Associates Inc.8,298$572 12/31/2019
     PKW8,298$572 12/31/2019
S.A. Mason LLC8,282$571 12/31/2019
     PKW8,282$571 12/31/2019
Shepherd Financial Partners LLC8,058$555 12/31/2019
     PKW8,058$555 12/31/2019
Prestige Wealth Management Group LLC7,742$534 12/31/2019
     PKW7,742$534 12/31/2019
Centaurus Financial Inc.7,511$518 12/31/2019
     PKW7,511$518 12/31/2019
Parametric Portfolio Associates LLC7,308$504 12/31/2019
     PKW7,308$504 12/31/2019
Stratos Wealth Partners LTD.7,282$502 12/31/2019
     PKW7,282$502 12/31/2019
IFP Advisors Inc6,961$480 12/31/2019
     PKW6,961$480 12/31/2019
Salomon & Ludwin LLC6,905$476 12/31/2019
     PKW6,905$476 12/31/2019
Means Investment CO. Inc.6,596$466 12/31/2019
     PKW6,596$466 12/31/2019
Rowland Carmichael Advisors Inc. ADV6,463$446 12/31/2019
     PKW6,463$446 12/31/2019
Lehman & Derafelo Financial Resources LLC6,200$428 12/31/2019
     PKW6,200$428 12/31/2019
US Bancorp DE6,046$417 12/31/2019
     PKW6,046$417 12/31/2019
Avantax Advisory Services Inc.6,024$415 12/31/2019
     PKW6,024$415 12/31/2019
Level Four Advisory Services LLC5,914$404 12/31/2019
     PKW5,914$404 12/31/2019
Ahrens Investment Partners LLC5,836$403 12/31/2019
     PKW5,836$403 12/31/2019
Essex Financial Services Inc.5,742$396 12/31/2019
     PKW5,742$396 12/31/2019
Claraphi Advisory Network LLC5,667$391 12/31/2019
     PKW5,667$391 12/31/2019
Renaissance Technologies LLC5,400$372 12/31/2019
     PKW5,400$372 12/31/2019
Cetera Advisors LLC5,290$365 12/31/2019
     PKW5,290$365 12/31/2019
Cedar Brook Financial Partners LLC5,240$361 12/31/2019
     PKW5,240$361 12/31/2019
Dynamic Advisor Solutions LLC5,000$345 12/31/2019
     PKW5,000$345 12/31/2019
Arkadios Wealth Advisors4,864$338 12/31/2019
     PKW4,864$338 12/31/2019
Bay Colony Advisory Group Inc d b a Bay Colony Advisors4,689$328 12/31/2019
     PKW4,689$328 12/31/2019
Advisors Preferred LLC4,720$326 12/31/2019
     PKW4,720$326 12/31/2019
Merit Financial Group LLC4,500$310 12/31/2019
     PKW4,500$310 12/31/2019
FMR LLC4,417$305 12/31/2019
     PKW4,417$305 12/31/2019
Squar Milner Financial Services LLC4,384$302 12/31/2019
     PKW4,384$302 12/31/2019
Wedbush Securities Inc.4,045$279 12/31/2019
     PKW4,045$279 12/31/2019
AE Wealth Management LLC4,048$279 12/31/2019
     PKW4,048$279 12/31/2019
Kingfisher Capital LLC3,826$264 12/31/2019
     PKW3,826$264 12/31/2019
Sigma Planning Corp3,678$254 12/31/2019
     PKW3,678$254 12/31/2019
Private Trust Co. NA3,625$250 12/31/2019
     PKW3,625$250 12/31/2019
Wealthsource Partners LLC3,533$244 12/31/2019
     PKW3,533$244 12/31/2019
Mercer Global Advisors Inc. ADV3,434$237 12/31/2019
     PKW3,434$237 12/31/2019
Western Wealth Management LLC3,265$225 12/31/2019
     PKW3,265$225 12/31/2019
Janney Montgomery Scott LLC3,242$224 12/31/2019
     PKW3,242$224 12/31/2019
Belpointe Asset Management LLC3,216$222 12/31/2019
     PKW3,216$222 12/31/2019
Measured Wealth Private Client Group LLC3,130$216 12/31/2019
     PKW3,130$216 12/31/2019
Bank Hapoalim BM3,115$215 12/31/2019
     PKW3,115$215 12/31/2019
Northwestern Mutual Wealth Management Co.3,106$214 12/31/2019
     PKW3,106$214 12/31/2019
Argent Advisors Inc.3,000$209 12/31/2019
     PKW3,000$209 12/31/2019
Fusion Family Wealth LLC3,035$209 12/31/2019
     PKW3,035$209 12/31/2019
Proequities Inc.3,021$208 12/31/2019
     PKW3,021$208 12/31/2019
Johnson Investment Counsel Inc.3,000$207 12/31/2019
     PKW3,000$207 12/31/2019
Atria Investments LLC2,984$206 12/31/2019
     PKW2,984$206 12/31/2019
First Manhattan Co.2,900$200 12/31/2019
     PKW2,900$200 12/31/2019
Steward Partners Investment Advisory LLC2,800$193 12/31/2019
     PKW2,800$193 12/31/2019
Trust Co. of Vermont2,408$166 12/31/2019
     PKW2,408$166 12/31/2019
Northern Oak Wealth Management Inc.2,175$150 12/31/2019
     PKW2,175$150 12/31/2019
Jacobi Capital Management LLC1,840$127 12/31/2019
     PKW1,840$127 12/31/2019
Bell Rock Capital LLC1,797$126 12/31/2019
     PKW1,797$126 12/31/2019
Sandy Spring Bank1,534$106 12/31/2019
     PKW1,534$106 12/31/2019
Guidant Wealth Advisors1,654$104 09/30/2019
     PKW1,654$104 09/30/2019
Bank of Montreal Can1,420$98 12/31/2019
     PKW1,420$98 12/31/2019
Tower Research Capital LLC TRC 1,349$93 12/31/2019
     PKW1,349$93 12/31/2019
Lakeview Capital Partners LLC1,281$88 12/31/2019
     PKW1,281$88 12/31/2019
Institutional & Family Asset Management LLC1,263$87 12/31/2019
     PKW1,263$87 12/31/2019
Stonebridge Financial Planning Group LLC1,050$72 12/31/2019
     PKW1,050$72 12/31/2019
Kings Point Capital Management1,000$69 12/31/2019
     PKW1,000$69 12/31/2019
Sound Income Strategies LLC813$56 12/31/2019
     PKW813$56 12/31/2019
Fifth Third Bancorp750$52 12/31/2019
     PKW750$52 12/31/2019
Dowling & Yahnke LLC750$52 12/31/2019
     PKW750$52 12/31/2019
Cabana LLC737$51 12/31/2019
     PKW737$51 12/31/2019
Peddock Capital Advisors LLC641$44 12/31/2019
     PKW641$44 12/31/2019
Capital Asset Advisory Services LLC84$43 12/31/2019
     PKW84$43 12/31/2019
Synovus Financial Corp540$37 12/31/2019
     PKW540$37 12/31/2019
NEXT Financial Group Inc535$37 12/31/2019
     PKW535$37 12/31/2019
Assetmark Inc.509$35 12/31/2019
     PKW509$35 12/31/2019
PSI Advisors LLC513$35 12/31/2019
     PKW513$35 12/31/2019
Ameritas Investment Company LLC499$34 12/31/2019
     PKW499$34 12/31/2019
Wealthcare Advisory Partners LLC369$25 12/31/2019
     PKW369$25 12/31/2019
Intercontinental Wealth Advisors LLC355$25 12/31/2019
     PKW355$25 12/31/2019
Highlander Capital Management LLC353$24 12/31/2019
     PKW353$24 12/31/2019
Advisory Alpha LLC340$24 12/31/2019
     PKW340$24 12/31/2019
Sowell Financial Services LLC316$22 12/31/2019
     PKW316$22 12/31/2019
SRS Capital Advisors Inc.302$21 12/31/2019
     PKW302$21 12/31/2019
Pacitti Group Inc.300$21 12/31/2019
     PKW300$21 12/31/2019
Laurel Wealth Advisors LLC240$17 12/31/2019
     PKW240$17 12/31/2019
Liberty Wealth Management LLC211$15 12/31/2019
     PKW211$15 12/31/2019
Bedel Financial Consulting Inc.205$14 12/31/2019
     PKW205$14 12/31/2019
Meeder Asset Management Inc.170$12 12/31/2019
     PKW170$12 12/31/2019
FinTrust Capital Advisors LLC176$12 12/31/2019
     PKW176$12 12/31/2019
FTB Advisors Inc.155$11 12/31/2019
     PKW155$11 12/31/2019
Retirement Network125$9 12/31/2019
     PKW125$9 12/31/2019
Bay Harbor Wealth Management LLC111$8 12/31/2019
     PKW111$8 12/31/2019
Covington Capital Management100$7 12/31/2019
     PKW100$7 12/31/2019
TRUE Private Wealth Advisors108$7 12/31/2019
     PKW108$7 12/31/2019
Coastal Investment Advisors Inc.100$7 12/31/2019
     PKW100$7 12/31/2019
Manchester Financial Inc.81$6 12/31/2019
     PKW81$6 12/31/2019
Aptus Capital Advisors LLC100$6 12/31/2019
     PKW100$6 12/31/2019
Atlas Capital Advisors LLC69$5 12/31/2019
     PKW69$5 12/31/2019
Global Retirement Partners LLC76$5 12/31/2019
     PKW76$5 12/31/2019
Toronto Dominion Bank51$4 12/31/2019
     PKW51$4 12/31/2019
Boston Private Wealth LLC62$4 12/31/2019
     PKW62$4 12/31/2019
Financial Architects Inc50$3 12/31/2019
     PKW50$3 12/31/2019
Capital Investment Advisory Services LLC25$2 12/31/2019
     PKW25$2 12/31/2019
BlackRock Inc.5$0 12/31/2019
     PKW5$0 12/31/2019

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

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