HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing PLW Share Count | ||||
| Susquehanna International Group LLP | 9,126 | 81,578 | +72,452 | +793.91% |
| Royal Bank of Canada | 56,866 | 304,236 | +247,370 | +435.01% |
| Comerica Bank | 758 | 2,473 | +1,715 | +226.25% |
| Dynamic Advisor Solutions LLC | 150,735 | 408,424 | +257,689 | +170.95% |
| Wells Fargo & Company MN | 269,427 | 584,463 | +315,036 | +116.93% |
| Commonwealth Equity Services LLC | 51,753 | 85,619 | +33,866 | +65.44% |
| Envestnet Asset Management Inc. | 35,221 | 52,264 | +17,043 | +48.39% |
| Geneos Wealth Management Inc. | 8,866 | 12,581 | +3,715 | +41.90% |
| The PNC Financial Services Group Inc. | 32,627 | 44,064 | +11,437 | +35.05% |
| Bank of America Corp DE | 508,500 | 659,545 | +151,045 | +29.70% |
| Atria Wealth Solutions Inc. | 16,307 | 20,202 | +3,895 | +23.89% |
| Householder Group Estate & Retirement Specialist LLC | 3,687 | 4,296 | +609 | +16.52% |
| Bank of New York Mellon Corp | 1,233,736 | 1,286,273 | +52,537 | +4.26% |
| Brookstone Capital Management | 9,855 | 10,222 | +367 | +3.72% |
| Campbell Wealth Management | 680,817 | 700,663 | +19,846 | +2.92% |
| LPL Financial LLC | 1,554,362 | 1,599,407 | +45,045 | +2.90% |
| UBS Group AG | 39,252 | 40,134 | +882 | +2.25% |
| Prospera Financial Services Inc | 55,335 | 56,478 | +1,143 | +2.07% |
| Orgel Wealth Management LLC | 4,231,665 | 4,264,279 | +32,614 | +0.77% |
| 13F Filers Reporting New Positions In PLW | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| First Citizens Bank & Trust Co. | 0 | 156,017 | +156,017 | +100% |
| Northwestern Mutual Wealth Management Co. | 0 | 202 | +202 | +100% |
| Raymond James Financial Services Advisors Inc. | 0 | 581,825 | +581,825 | +100% |
| Redhawk Wealth Advisors Inc. | 0 | 245,729 | +245,729 | +100% |
| Commonwealth Financial Services LLC | 0 | 8,813 | +8,813 | +100% |
| Arete Wealth Advisors LLC | 0 | 50,645 | +50,645 | +100% |
| Wealth Enhancement Advisory Services LLC | 0 | 84,150 | +84,150 | +100% |
| Mission Wealth Management LP | 0 | 4,083 | +4,083 | +100% |
| Aptus Capital Advisors LLC | 0 | 832 | +832 | +100% |
| Fundamentun LLC | 0 | 192,731 | +192,731 | +100% |
| Independence Bank of Kentucky | 0 | 91 | +91 | +100% |
| Integrated Wealth Concepts LLC | 0 | 162,080 | +162,080 | +100% |
| PAX Financial Group LLC | 0 | 28,633 | +28,633 | +100% |
| Richard P Slaughter Associates Inc | 0 | 95,382 | +95,382 | +100% |
| Coppell Advisory Solutions LLC | 0 | 109 | +109 | +100% |
| Spectrum Investment Advisors Inc. | 0 | 345,766 | +345,766 | +100% |
| Guardian Wealth Advisors LLC NC | 0 | 832 | +832 | +100% |
| Simplicity Wealth LLC | 0 | 16,598 | +16,598 | +100% |
| Envestnet Portfolio Solutions Inc. | 0 | 158,047 | +158,047 | +100% |
| Tidemark LLC | 0 | 380 | +380 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Harbour Investments Inc. | 1,793 | 1,793 | UNCH | 0.00% |
| Hallmark Capital Management Inc. | 258 | 258 | UNCH | 0.00% |
| National Bank of Canada FI | 300 | 300 | UNCH | 0.00% |
| GWM Advisors LLC | 1,246 | 1,246 | UNCH | 0.00% |
| 13F Filers Decreasing PLW Share Count | ||||
| Financial Advisory Service Inc. | 2,076,945 | 3,480 | -2,073,465 | -99.83% |
| Concord Wealth Partners | 1,135 | 279 | -856 | -75.42% |
| AdvisorNet Financial Inc | 6,476 | 2,711 | -3,765 | -58.14% |
| CWM LLC | 2,597 | 1,191 | -1,406 | -54.14% |
| Advisor Group Holdings Inc. | 212,613 | 125,598 | -87,015 | -40.93% |
| Morgan Stanley | 54,147 | 43,523 | -10,624 | -19.62% |
| Private Trust Co. NA | 17,343 | 14,077 | -3,266 | -18.83% |
| Kingsview Wealth Management LLC | 12,832 | 10,507 | -2,325 | -18.12% |
| Janney Montgomery Scott LLC | 97,523 | 85,192 | -12,331 | -12.64% |
| Security Financial Services INC. | 16,155 | 14,307 | -1,848 | -11.44% |
| Private Advisor Group LLC | 459,543 | 409,710 | -49,833 | -10.84% |
| Invesco Ltd. | 14,085,884 | 12,641,611 | -1,444,273 | -10.25% |
| ST Germain D J Co. Inc. | 7,061 | 6,411 | -650 | -9.21% |
| 13F Filers Exiting PLW | ||||
| PFG Investments LLC | 15,976 | 0 | -15,976 | -100.00% |
| Newbridge Financial Services Group Inc. | 61 | 0 | -61 | -100.00% |
| IFP Advisors Inc | 846 | 0 | -846 | -100.00% |
| Jane Street Group LLC | 89,081 | 0 | -89,081 | -100.00% |
| Parkside Financial Bank & Trust | 452 | 0 | -452 | -100.00% |
| Citadel Advisors LLC | 13,046 | 0 | -13,046 | -100.00% |
| UMB Bank N A MO | 237 | 0 | -237 | -100.00% |
| Creative Financial Designs Inc. ADV | 3,073 | 0 | -3,073 | -100.00% |
| FMR LLC | 2 | 0 | -2 | -100.00% |
| JPMorgan Chase & Co. | 6 | 0 | -6 | -100.00% |
See Summary: Institutional Holders of PLW
See Details: Top 10 Hedge Funds Holding PLW
