Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 3,423,187 | $131,211 | 09/30/2019 |
PWV | 3,423,187 | $131,211 | 09/30/2019 |
PNC Financial Services Group Inc. | 1,524,592 | $58,437 | 09/30/2019 |
PWV | 1,524,592 | $58,437 | 09/30/2019 |
Bank of America Corp DE | 756,888 | $29,011 | 09/30/2019 |
PWV | 756,888 | $29,011 | 09/30/2019 |
UBS Group AG | 563,677 | $21,606 | 09/30/2019 |
PWV | 563,677 | $21,606 | 09/30/2019 |
Wharton Business Group LLC | 563,467 | $21,598 | 09/30/2019 |
PWV | 563,467 | $21,598 | 09/30/2019 |
Condor Capital Management | 370,568 | $14,204 | 09/30/2019 |
PWV | 370,568 | $14,204 | 09/30/2019 |
Trustcore Financial Services LLC | 361,004 | $13,837 | 09/30/2019 |
PWV | 361,004 | $13,837 | 09/30/2019 |
Ameriprise Financial Inc. | 355,946 | $13,644 | 09/30/2019 |
PWV | 355,946 | $13,644 | 09/30/2019 |
LPL Financial LLC | 281,646 | $10,795 | 09/30/2019 |
PWV | 281,646 | $10,795 | 09/30/2019 |
HighTower Advisors LLC | 263,942 | $10,111 | 09/30/2019 |
PWV | 263,942 | $10,111 | 09/30/2019 |
Wells Fargo & Company MN | 253,432 | $9,714 | 09/30/2019 |
PWV | 253,432 | $9,714 | 09/30/2019 |
Royal Bank of Canada | 248,440 | $9,523 | 09/30/2019 |
PWV | 248,440 | $9,523 | 09/30/2019 |
Envestnet Asset Management Inc. | 213,863 | $8,197 | 09/30/2019 |
PWV | 213,863 | $8,197 | 09/30/2019 |
Ladenburg Thalmann Financial Services Inc. | 191,718 | $7,349 | 09/30/2019 |
PWV | 191,718 | $7,349 | 09/30/2019 |
Ullmann Financial Group Inc. | 188,514 | $7,226 | 09/30/2019 |
PWV | 188,514 | $7,226 | 09/30/2019 |
Cullen Frost Bankers Inc. | 188,035 | $7,207 | 09/30/2019 |
PWV | 188,035 | $7,207 | 09/30/2019 |
Commonwealth Equity Services LLC | 175,504 | $6,727 | 09/30/2019 |
PWV | 175,504 | $6,727 | 09/30/2019 |
Raymond James & Associates | 175,498 | $6,727 | 09/30/2019 |
PWV | 175,498 | $6,727 | 09/30/2019 |
Global Financial Private Capital Inc | 158,651 | $6,081 | 09/30/2019 |
PWV | 158,651 | $6,081 | 09/30/2019 |
First Personal Financial Services | 138,638 | $5,314 | 09/30/2019 |
PWV | 138,638 | $5,314 | 09/30/2019 |
Advisor Group Inc. | 105,542 | $4,046 | 09/30/2019 |
PWV | 105,542 | $4,046 | 09/30/2019 |
Citigroup Inc. | 82,528 | $3,163 | 09/30/2019 |
PWV | 82,528 | $3,163 | 09/30/2019 |
Jane Street Group LLC | 72,914 | $2,795 | 09/30/2019 |
PWV | 72,914 | $2,795 | 09/30/2019 |
Cambridge Investment Research Advisors Inc. | 69,768 | $2,674 | 09/30/2019 |
PWV | 69,768 | $2,674 | 09/30/2019 |
Strategic Investment Advisors MI | 68,030 | $2,618 | 09/30/2019 |
PWV | 68,030 | $2,618 | 09/30/2019 |
Raymond James Financial Services Advisors Inc. | 65,972 | $2,529 | 09/30/2019 |
PWV | 65,972 | $2,529 | 09/30/2019 |
Baird Financial Group Inc. | 63,483 | $2,433 | 09/30/2019 |
PWV | 63,483 | $2,433 | 09/30/2019 |
Credit Suisse AG | 57,473 | $2,203 | 09/30/2019 |
PWV | 57,473 | $2,203 | 09/30/2019 |
Ameritas Investment Corp | 56,484 | $2,165 | 09/30/2019 |
PWV | 56,484 | $2,165 | 09/30/2019 |
Susquehanna International Group LLP | 48,344 | $1,853 | 09/30/2019 |
PWV | 48,344 | $1,853 | 09/30/2019 |
JNBA Financial Advisors | 42,185 | $1,617 | 09/30/2019 |
PWV | 42,185 | $1,617 | 09/30/2019 |
Riverpoint Wealth Management Holdings LLC | 40,490 | $1,552 | 09/30/2019 |
PWV | 40,490 | $1,552 | 09/30/2019 |
Stifel Financial Corp | 28,411 | $1,088 | 09/30/2019 |
PWV | 28,411 | $1,088 | 09/30/2019 |
MML Investors Services LLC | 26,657 | $1,022 | 09/30/2019 |
PWV | 26,657 | $1,022 | 09/30/2019 |
Madden Advisory Services Inc. | 25,990 | $996 | 09/30/2019 |
PWV | 25,990 | $996 | 09/30/2019 |
Citadel Advisors LLC | 24,796 | $950 | 09/30/2019 |
PWV | 24,796 | $950 | 09/30/2019 |
Private Advisor Group LLC | 23,433 | $898 | 09/30/2019 |
PWV | 23,433 | $898 | 09/30/2019 |
Integrated Wealth Concepts LLC | 21,768 | $834 | 09/30/2019 |
PWV | 21,768 | $834 | 09/30/2019 |
Parallel Advisors LLC | 20,010 | $767 | 09/30/2019 |
PWV | 20,010 | $767 | 09/30/2019 |
Evercore Wealth Management LLC | 17,782 | $682 | 09/30/2019 |
PWV | 17,782 | $682 | 09/30/2019 |
Wilbanks Smith & Thomas Asset Management LLC | 17,140 | $657 | 09/30/2019 |
PWV | 17,140 | $657 | 09/30/2019 |
Oppenheimer & Co. Inc. | 16,544 | $634 | 09/30/2019 |
PWV | 16,544 | $634 | 09/30/2019 |
Asset Planning Services Ltd. | 15,757 | $604 | 09/30/2019 |
PWV | 15,757 | $604 | 09/30/2019 |
Virtu Financial LLC | 15,435 | $592 | 09/30/2019 |
PWV | 15,435 | $592 | 09/30/2019 |
Institute for Wealth Management LLC. | 15,035 | $576 | 09/30/2019 |
PWV | 15,035 | $576 | 09/30/2019 |
ACG Wealth | 14,800 | $567 | 09/30/2019 |
PWV | 14,800 | $567 | 09/30/2019 |
Kays Financial Advisory Corp ADV | 13,989 | $536 | 09/30/2019 |
PWV | 13,989 | $536 | 09/30/2019 |
Janney Montgomery Scott LLC | 13,624 | $522 | 09/30/2019 |
PWV | 13,624 | $522 | 09/30/2019 |
Bedel Financial Consulting Inc. | 12,540 | $481 | 09/30/2019 |
PWV | 12,540 | $481 | 09/30/2019 |
Cetera Advisor Networks LLC | 12,427 | $476 | 09/30/2019 |
PWV | 12,427 | $476 | 09/30/2019 |
First Heartland Consultants Inc. | 11,998 | $460 | 09/30/2019 |
PWV | 11,998 | $460 | 09/30/2019 |
US Bancorp DE | 11,896 | $456 | 09/30/2019 |
PWV | 11,896 | $456 | 09/30/2019 |
WMS Partners LLC | 11,280 | $432 | 09/30/2019 |
PWV | 11,280 | $432 | 09/30/2019 |
Harborview Advisors LLC | 10,300 | $395 | 09/30/2019 |
PWV | 10,300 | $395 | 09/30/2019 |
Creative Planning | 9,575 | $367 | 09/30/2019 |
PWV | 9,575 | $367 | 09/30/2019 |
V Wealth Advisors LLC | 9,457 | $362 | 09/30/2019 |
PWV | 9,457 | $362 | 09/30/2019 |
Prospera Financial Services Inc | 8,786 | $337 | 09/30/2019 |
PWV | 8,786 | $337 | 09/30/2019 |
Advisory Resource Group | 8,795 | $337 | 09/30/2019 |
PWV | 8,795 | $337 | 09/30/2019 |
Stephens Inc. AR | 8,603 | $330 | 09/30/2019 |
PWV | 8,603 | $330 | 09/30/2019 |
Cornerstone Wealth Management LLC | 8,456 | $324 | 09/30/2019 |
PWV | 8,456 | $324 | 09/30/2019 |
Wellesley Investment Partners LLC | 8,256 | $316 | 09/30/2019 |
PWV | 8,256 | $316 | 09/30/2019 |
Benjamin F. Edwards & Company Inc. | 8,153 | $313 | 09/30/2019 |
PWV | 8,153 | $313 | 09/30/2019 |
First Allied Advisory Services Inc. | 7,398 | $281 | 09/30/2019 |
PWV | 7,398 | $281 | 09/30/2019 |
LexAurum Advisors LLC | 7,140 | $274 | 09/30/2019 |
PWV | 7,140 | $274 | 09/30/2019 |
MCF Advisors LLC | 6,500 | $249 | 09/30/2019 |
PWV | 6,500 | $249 | 09/30/2019 |
Tower Research Capital LLC TRC | 6,292 | $241 | 09/30/2019 |
PWV | 6,292 | $241 | 09/30/2019 |
Greenleaf Trust | 6,234 | $239 | 09/30/2019 |
PWV | 6,234 | $239 | 09/30/2019 |
Goelzer Investment Management Inc. | 5,918 | $227 | 09/30/2019 |
PWV | 5,918 | $227 | 09/30/2019 |
Flagship Harbor Advisors LLC | 5,915 | $226 | 09/30/2019 |
PWV | 5,915 | $226 | 09/30/2019 |
RDA Financial Network | 5,375 | $218 | 09/30/2019 |
PWV | 5,375 | $218 | 09/30/2019 |
Natixis | 5,559 | $213 | 09/30/2019 |
PWV | 5,559 | $213 | 09/30/2019 |
Cetera Investment Advisers | 5,462 | $209 | 09/30/2019 |
PWV | 5,462 | $209 | 09/30/2019 |
Private Vista LLC | 5,226 | $200 | 09/30/2019 |
PWV | 5,226 | $200 | 09/30/2019 |
Sullivan Bruyette Speros & Blaney LLC | 3,818 | $146 | 09/30/2019 |
PWV | 3,818 | $146 | 09/30/2019 |
Northwestern Mutual Wealth Management Co. | 3,403 | $130 | 09/30/2019 |
PWV | 3,403 | $130 | 09/30/2019 |
Signaturefd LLC | 3,043 | $117 | 09/30/2019 |
PWV | 3,043 | $117 | 09/30/2019 |
MUFG Americas Holdings Corp | 2,657 | $102 | 09/30/2019 |
PWV | 2,657 | $102 | 09/30/2019 |
Institutional & Family Asset Management LLC | 2,500 | $96 | 09/30/2019 |
PWV | 2,500 | $96 | 09/30/2019 |
IFP Advisors Inc | 2,353 | $90 | 09/30/2019 |
PWV | 2,353 | $90 | 09/30/2019 |
NEXT Financial Group Inc | 2,246 | $86 | 09/30/2019 |
PWV | 2,246 | $86 | 09/30/2019 |
Proequities Inc. | 2,114 | $81 | 09/30/2019 |
PWV | 2,114 | $81 | 09/30/2019 |
CWM LLC | 2,100 | $80 | 09/30/2019 |
PWV | 2,100 | $80 | 09/30/2019 |
UBS Asset Management Americas Inc. | 1,855 | $71 | 09/30/2019 |
PWV | 1,855 | $71 | 09/30/2019 |
Steward Partners Investment Advisory LLC | 1,830 | $70 | 09/30/2019 |
PWV | 1,830 | $70 | 09/30/2019 |
Focused Wealth Management Inc | 1,705 | $65 | 09/30/2019 |
PWV | 1,705 | $65 | 09/30/2019 |
Beacon Capital Management Inc. | 1,653 | $63 | 09/30/2019 |
PWV | 1,653 | $63 | 09/30/2019 |
Claraphi Advisory Network LLC | 1,650 | $63 | 09/30/2019 |
PWV | 1,650 | $63 | 09/30/2019 |
Truewealth LLC | 1,268 | $49 | 09/30/2019 |
PWV | 1,268 | $49 | 09/30/2019 |
Pinnacle Bank | 1,250 | $48 | 09/30/2019 |
PWV | 1,250 | $48 | 09/30/2019 |
Global Retirement Partners LLC | 1,200 | $46 | 09/30/2019 |
PWV | 1,200 | $46 | 09/30/2019 |
Glenmede Trust Co. NA | 1,043 | $39 | 09/30/2019 |
PWV | 1,043 | $39 | 09/30/2019 |
Carroll Financial Associates Inc. | 1,027 | $39 | 09/30/2019 |
PWV | 1,027 | $39 | 09/30/2019 |
Capital Investment Advisory Services LLC | 760 | $29 | 09/30/2019 |
PWV | 760 | $29 | 09/30/2019 |
CLS Investments LLC | 728 | $28 | 09/30/2019 |
PWV | 728 | $28 | 09/30/2019 |
JPMorgan Chase & Co. | 693 | $27 | 09/30/2019 |
PWV | 693 | $27 | 09/30/2019 |
Bank of Montreal Can | 600 | $23 | 09/30/2019 |
PWV | 600 | $23 | 09/30/2019 |
Winslow Evans & Crocker Inc. | 500 | $20 | 09/30/2019 |
PWV | 500 | $20 | 09/30/2019 |
Patriot Financial Group Insurance Agency LLC | 490 | $19 | 09/30/2019 |
PWV | 490 | $19 | 09/30/2019 |
Sandy Spring Bank | 445 | $17 | 09/30/2019 |
PWV | 445 | $17 | 09/30/2019 |
CENTRAL TRUST Co | 428 | $16 | 09/30/2019 |
PWV | 428 | $16 | 09/30/2019 |
Farmers & Merchants Investments Inc. | 320 | $12 | 09/30/2019 |
PWV | 320 | $12 | 09/30/2019 |
Sound Income Strategies LLC | 200 | $8 | 09/30/2019 |
PWV | 200 | $8 | 09/30/2019 |
Bay Harbor Wealth Management LLC | 208 | $8 | 09/30/2019 |
PWV | 208 | $8 | 09/30/2019 |
Rehmann Capital Advisory Group | 187 | $7 | 06/30/2019 |
PWV | 187 | $7 | 06/30/2019 |
Blair William & Co. IL | 156 | $6 | 09/30/2019 |
PWV | 156 | $6 | 09/30/2019 |
Optimum Investment Advisors | 150 | $6 | 09/30/2019 |
PWV | 150 | $6 | 09/30/2019 |
Garrett Wealth Advisory Group LLC | 138 | $5 | 09/30/2019 |
PWV | 138 | $5 | 09/30/2019 |
FMR LLC | 103 | $4 | 09/30/2019 |
PWV | 103 | $4 | 09/30/2019 |
McIlrath & Eck LLC | 100 | $4 | 09/30/2019 |
PWV | 100 | $4 | 09/30/2019 |
Valeo Financial Advisors LLC | 69 | $3 | 09/30/2019 |
PWV | 69 | $3 | 09/30/2019 |