HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing PID Share Count | ||||
| Accel Wealth Management | 58,149 | 68,529 | +10,380 | +17.85% |
| Drive Wealth Management LLC | 22,748 | 26,651 | +3,903 | +17.16% |
| H&H Retirement Design & Management INC | 61,468 | 69,269 | +7,801 | +12.69% |
| Cambridge Investment Research Advisors Inc. | 169,657 | 179,226 | +9,569 | +5.64% |
| Silver Lake Advisory LLC | 362,765 | 369,003 | +6,238 | +1.72% |
| Calton & Associates Inc. | 11,321 | 11,501 | +180 | +1.59% |
| SimpliFi Inc. | 20,845 | 21,156 | +311 | +1.49% |
| Cedar Brook Financial Partners LLC | 10,913 | 11,017 | +104 | +0.95% |
| Morton Capital Management LLC CA | 163,828 | 164,344 | +516 | +0.31% |
| Capital Advisors Ltd. LLC | 26,412 | 26,464 | +52 | +0.20% |
| 13F Filers Reporting New Positions In PID | ||||
| Woodmont Investment Counsel LLC | 0 | 750 | +750 | +100% |
| Bank of New York Mellon Corp | 0 | 13,512 | +13,512 | +100% |
| Gradient Investments LLC | 0 | 0 | UNCH | 100% |
| Flagship Harbor Advisors LLC | 0 | 10,994 | +10,994 | +100% |
| Wagner Wealth Management LLC | 0 | 799 | +799 | +100% |
| Coastal Investment Advisors Inc. | 0 | 635 | +635 | +100% |
| Saxon Interests Inc. | 0 | 14,315 | +14,315 | +100% |
| Focus Financial Network Inc. | 0 | 215,827 | +215,827 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Valley National Advisers Inc. | 73 | 73 | UNCH | 0.00% |
| Wealth Enhancement Advisory Services LLC | 13,986 | 13,986 | UNCH | 0.00% |
| Capital Investment Advisory Services LLC | 12,578 | 12,578 | UNCH | 0.00% |
| Venturi Wealth Management LLC | 500 | 500 | UNCH | 0.00% |
| PSI Advisors LLC | 44 | 44 | UNCH | 0.00% |
| Center for Financial Planning Inc. | 1,521 | 1,521 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 36 | 36 | UNCH | 0.00% |
| Oak Harbor Wealth Partners LLC | 275 | 275 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 65 | 65 | UNCH | 0.00% |
| Park Place Capital Corp | 575 | 575 | UNCH | 0.00% |
| HTLF Bank | 14,600 | 14,600 | UNCH | 0.00% |
| 13F Filers Decreasing PID Share Count | ||||
| CWM LLC | 1,638 | 85 | -1,553 | -94.81% |
| Stratos Wealth Partners LTD. | 129,082 | 36,822 | -92,260 | -71.47% |
| Eagle Strategies LLC | 390,805 | 116,345 | -274,460 | -70.23% |
| Parcion Private Wealth LLC | 262,976 | 108,960 | -154,016 | -58.57% |
| Private Trust Co. NA | 1,088 | 713 | -375 | -34.47% |
| Global Retirement Partners LLC | 2,190 | 1,507 | -683 | -31.19% |
| Allworth Financial LP | 8,079 | 6,131 | -1,948 | -24.11% |
| Raymond James Financial Services Advisors Inc. | 488,961 | 397,012 | -91,949 | -18.80% |
| GHP Investment Advisors Inc. | 14,194 | 11,860 | -2,334 | -16.44% |
| PCG Wealth Advisors LLC | 19,023 | 16,010 | -3,013 | -15.84% |
| Principle Wealth Partners LLC | 44,751 | 38,262 | -6,489 | -14.50% |
| Country Club Bank GFN | 10,933 | 10,063 | -870 | -7.96% |
| Kaye Capital Management | 1,015,665 | 986,302 | -29,363 | -2.89% |
| Capital Investment Advisors LLC | 63,028 | 61,956 | -1,072 | -1.70% |
| Raymond James & Associates | 378,055 | 373,884 | -4,171 | -1.10% |
| Essex Financial Services Inc. | 22,272 | 22,138 | -134 | -0.60% |
| Southland Equity Partners LLC | 57,351 | 57,094 | -257 | -0.45% |
| Breakwater Capital Group | 50,092 | 49,867 | -225 | -0.45% |
| 13F Filers Exiting PID | ||||
| Tennessee Valley Asset Management Partners | 151 | 0 | -151 | -100.00% |
| International Assets Investment Management LLC | 59,087 | 0 | -59,087 | -100.00% |
| AdvisorNet Financial Inc | 60,718 | 0 | -60,718 | -100.00% |
See Summary: Institutional Holders of PID
See Details: Top 10 Hedge Funds Holding PID
