HoldingsChannel.com
Funds Holding PWS
HolderAmountPosition Size
($ in 1000's)
 As of
F3Logic LLC867,957$20,236 06/30/2020
     PWS867,957$20,236 06/30/2020
Envestnet Asset Management Inc. $17,301 09/30/2020
     PWS647,098$16,472 09/30/2020
     BNCHMRK INDSTR24,632$829 09/30/2020
Sound Financial Strategies Group LLC225,159$5,731 09/30/2020
     PWS225,159$5,731 09/30/2020
WealthShield Partners LLC182,009$4,248 06/30/2020
     PWS182,009$4,248 06/30/2020
Eudaimonia Partners LLC164,915$3,849 06/30/2020
     PWS164,915$3,849 06/30/2020
Veracity Capital LLC80,824$2,057 09/30/2020
     PWS80,824$2,057 09/30/2020
Advisor Group Holdings Inc.71,754$1,675 06/30/2020
     PWS71,754$1,675 06/30/2020
Royal Bank of Canada24,885$581 06/30/2020
     PWS24,885$581 06/30/2020
Financial Advocates Investment Management21,451$501 06/30/2020
     PWS21,451$501 06/30/2020
Susquehanna International Group LLP21,424$500 06/30/2020
     PWS21,424$500 06/30/2020
Goldman Sachs Group Inc.12,163$284 06/30/2020
     PWS12,163$284 06/30/2020
Truist Financial Corp9,250$216 06/30/2020
     PWS9,250$216 06/30/2020
Bank of America Corp DE1,670$39 06/30/2020
     PWS1,670$39 06/30/2020
Wells Fargo & Company MN898$21 06/30/2020
     PWS898$21 06/30/2020
Patriot Financial Group Insurance Agency LLC150$4 09/30/2020
     PWS150$4 09/30/2020
FMR LLC1$0 06/30/2020
     PWS1$0 06/30/2020
Proequities Inc.0$0 06/30/2020
     PWS0$0 06/30/2020
IFP Advisors Inc0$0 06/30/2020
     PWS0$0 06/30/2020

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

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