HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing PICB Share Count | ||||
| Arlington Capital Management Inc. | 20,592 | 87,838 | +67,246 | +326.56% |
| Wells Fargo & Company MN | 73,400 | 149,125 | +75,725 | +103.17% |
| Bank of America Corp DE | 544 | 1,081 | +537 | +98.71% |
| Peak Financial Management Inc. | 308,271 | 335,832 | +27,561 | +8.94% |
| Walkner Condon Financial Advisors LLC | 45,624 | 49,694 | +4,070 | +8.92% |
| Tanager Wealth Management LLP | 455,466 | 495,084 | +39,618 | +8.70% |
| Millington Financial Advisors LLC | 10,020 | 10,691 | +671 | +6.70% |
| Royal Bank of Canada | 20,103 | 20,962 | +859 | +4.27% |
| Pacifica Partners Inc. | 14,175 | 14,775 | +600 | +4.23% |
| Private Advisor Group LLC | 35,258 | 36,677 | +1,419 | +4.02% |
| Morgan Stanley | 33,281 | 34,509 | +1,228 | +3.69% |
| Stifel Financial Corp | 44,925 | 46,491 | +1,566 | +3.49% |
| Acima Private Wealth LLC | 419,971 | 427,627 | +7,656 | +1.82% |
| LPL Financial LLC | 155,538 | 157,327 | +1,789 | +1.15% |
| The PNC Financial Services Group Inc. | 268 | 269 | +1 | +0.37% |
| Vontobel Holding Ltd. | 23,073 | 23,127 | +54 | +0.23% |
| Commonwealth Equity Services LLC | 43,441 | 43,515 | +74 | +0.17% |
| 13F Filers Reporting New Positions In PICB | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Gradient Investments LLC | 0 | 0 | UNCH | 100% |
| Goldman Sachs Group Inc. | 0 | 23,445 | +23,445 | +100% |
| Hilltop Holdings Inc. | 0 | 226,655 | +226,655 | +100% |
| Citadel Advisors LLC | 0 | 25,207 | +25,207 | +100% |
| Ausdal Financial Partners Inc. | 0 | 9,711 | +9,711 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| JPMorgan Chase & Co. | 11,450 | 11,450 | UNCH | 0.00% |
| National Bank of Canada FI | 1,000 | 1,000 | UNCH | 0.00% |
| The Manufacturers Life Insurance Company | 154 | 154 | UNCH | 0.00% |
| Tower Research Capital LLC TRC | 100 | 100 | UNCH | 0.00% |
| Capital Investment Advisory Services LLC | 34 | 34 | UNCH | 0.00% |
| Financial Gravity Asset Management Inc. | 445 | 445 | UNCH | 0.00% |
| Global Retirement Partners LLC | 268 | 268 | UNCH | 0.00% |
| Rosenberg Matthew Hamilton | 898 | 898 | UNCH | 0.00% |
| Glass Jacobson Investment Advisors llc | 36 | 36 | UNCH | 0.00% |
| 13F Filers Decreasing PICB Share Count | ||||
| US Bancorp DE | 841 | 191 | -650 | -77.29% |
| UBS Group AG | 22,898 | 13,330 | -9,568 | -41.79% |
| Thrivent Financial for Lutherans | 24,900 | 14,651 | -10,249 | -41.16% |
| Jane Street Group LLC | 171,778 | 104,169 | -67,609 | -39.36% |
| Rathbone Brothers plc | 155,860 | 115,634 | -40,226 | -25.81% |
| Advisor Group Holdings Inc. | 10,962 | 9,028 | -1,934 | -17.64% |
| Integrated Wealth Concepts LLC | 320,853 | 264,353 | -56,500 | -17.61% |
| Checchi Capital Advisers LLC | 647,861 | 585,887 | -61,974 | -9.57% |
| Envestnet Asset Management Inc. | 23,967 | 23,792 | -175 | -0.73% |
| 13F Filers Exiting PICB | ||||
| Legacy Financial Group LLC | 41 | 0 | -41 | -100.00% |
| Private Trust Co. NA | 983 | 0 | -983 | -100.00% |
| Hollencrest Capital Management | 6,995 | 0 | -6,995 | -100.00% |
| Huntington National Bank | 262 | 0 | -262 | -100.00% |
See Summary: Institutional Holders of PICB
See Details: Top 10 Hedge Funds Holding PICB
