Funds Holding POCT
HolderAmountPosition Size
($ in 1000's)
 As of
Round Table Services LLC1,908,859$47,512 09/30/2019
     POCT1,908,859$47,512 09/30/2019
Berkshire Money Management Inc.1,124,104$27,979 09/30/2019
     POCT1,124,104$27,979 09/30/2019
Altfest L J & Co. Inc.790,783$19,683 09/30/2019
     POCT790,783$19,683 09/30/2019
Commonwealth Equity Services LLC388,341$9,665 09/30/2019
     POCT388,341$9,665 09/30/2019
Parkside Investments LLC308,800$7,686 09/30/2019
     POCT308,800$7,686 09/30/2019
Beck Capital Management LLC149,922$3,732 09/30/2019
     POCT149,922$3,732 09/30/2019
Cetera Advisor Networks LLC120,170$2,989 09/30/2019
     POCT120,170$2,989 09/30/2019
Weaver Consulting Group84,421$2,144 09/30/2019
     POCT84,421$2,144 09/30/2019
Valtinson Bruner Financial Planning LLC75,762$1,889 09/30/2019
     POCT75,762$1,889 09/30/2019
CWM LLC74,833$1,863 09/30/2019
     POCT74,833$1,863 09/30/2019
Janney Montgomery Scott LLC73,889$1,839 09/30/2019
     POCT73,889$1,839 09/30/2019
Elmwood Wealth Management Inc.71,985$1,792 09/30/2019
     POCT71,985$1,792 09/30/2019
Advisor Group Inc.66,347$1,651 09/30/2019
     POCT66,347$1,651 09/30/2019
First Allied Advisory Services Inc.64,030$1,591 09/30/2019
     POCT64,030$1,591 09/30/2019
Envestnet Asset Management Inc.62,530$1,556 09/30/2019
     POCT62,530$1,556 09/30/2019
Columbus Macro LLC62,530$1,556 09/30/2019
     POCT62,530$1,556 09/30/2019
FormulaFolio Investments LLC54,448$1,355 09/30/2019
     POCT54,448$1,355 09/30/2019
MML Investors Services LLC54,264$1,351 09/30/2019
     POCT54,264$1,351 09/30/2019
Chicago Partners Investment Group LLC46,317$1,162 09/30/2019
     POCT46,317$1,162 09/30/2019
WealthPLAN Partners LLC41,755$1,058 09/30/2019
     POCT41,755$1,058 09/30/2019
Personal CFO Solutions LLC41,852$1,042 09/30/2019
     POCT41,852$1,042 09/30/2019
Retirement Income Solutions Inc39,542$984 09/30/2019
     POCT39,542$984 09/30/2019
Atria Investments LLC39,428$981 09/30/2019
     POCT39,428$981 09/30/2019
Diligent Investors LLC38,356$955 09/30/2019
     POCT38,356$955 09/30/2019
Sigma Planning Corp36,715$914 09/30/2019
     POCT36,715$914 09/30/2019
Lincoln National Corp20,632$514 09/30/2019
     POCT20,632$514 09/30/2019
B. Riley Wealth Management Inc.17,642$439 09/30/2019
     POCT17,642$439 09/30/2019
Ladenburg Thalmann Financial Services Inc.15,859$395 09/30/2019
     POCT15,859$395 09/30/2019
IFP Advisors Inc13,967$347 09/30/2019
     POCT13,967$347 09/30/2019
Cetera Advisors LLC10,651$266 09/30/2019
     POCT10,651$266 09/30/2019
Jane Street Group LLC9,527$237 09/30/2019
     POCT9,527$237 09/30/2019
David R. Rahn & Associates Inc.9,326$232 09/30/2019
     POCT9,326$232 09/30/2019
NEXT Financial Group Inc8,523$212 09/30/2019
     POCT8,523$212 09/30/2019
Ifrah Financial Services Inc.8,292$206 09/30/2019
     POCT8,292$206 09/30/2019
Coastal Investment Advisors Inc.3,562$88 09/30/2019
     POCT3,562$88 09/30/2019
JPMorgan Chase & Co.1,880$47 09/30/2019
     POCT1,880$47 09/30/2019
UBS Group AG1,838$46 09/30/2019
     POCT1,838$46 09/30/2019
Proequities Inc.0$0 09/30/2019
     POCT0$0 09/30/2019

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

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Funds Holding POCT |

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