HoldingsChannel.com
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Raymond James Financial Services Advisors Inc. | 525,197 | $15,267 | 03/31/2024 |
| PTIN | 525,197 | $15,267 | 03/31/2024 |
| LPL Financial LLC | 506,471 | $13,958 | 12/31/2023 |
| PTIN | 506,471 | $13,958 | 12/31/2023 |
| Wells Fargo & Company MN | 450,612 | $12,419 | 12/31/2023 |
| PTIN | 450,612 | $12,419 | 12/31/2023 |
| Pacer Advisors Inc. | 374,624 | $10,325 | 12/31/2023 |
| PTIN | 374,624 | $10,325 | 12/31/2023 |
| Cetera Advisor Networks LLC | 332,930 | $9,176 | 12/31/2023 |
| PTIN | 332,930 | $9,176 | 12/31/2023 |
| Empirical Finance LLC | 225,094 | $6,543 | 03/31/2024 |
| PTIN | 225,094 | $6,543 | 03/31/2024 |
| Axiom Financial Strategies LLC | 205,950 | $5,987 | 03/31/2024 |
| PTIN | 205,950 | $5,987 | 03/31/2024 |
| MBL Wealth LLC | 202,733 | $5,893 | 03/31/2024 |
| PTIN | 202,733 | $5,893 | 03/31/2024 |
| Level Four Advisory Services LLC | 181,483 | $5,002 | 12/31/2023 |
| PTIN | 181,483 | $5,002 | 12/31/2023 |
| SPC Financial Inc. | 112,377 | $3,267 | 03/31/2024 |
| PTIN | 112,377 | $3,267 | 03/31/2024 |
| Commonwealth Equity Services LLC | 81,617 | $2,373 | 03/31/2024 |
| PTIN | 81,617 | $2,373 | 03/31/2024 |
| Clarus Group Inc. | 81,125 | $2,358 | 03/31/2024 |
| PTIN | 81,125 | $2,358 | 03/31/2024 |
| Envestnet Asset Management Inc. | 73,353 | $2,022 | 12/31/2023 |
| PTIN | 73,353 | $2,022 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 66,231 | $1,925 | 03/31/2024 |
| PTIN | 66,231 | $1,925 | 03/31/2024 |
| Magnolia Capital Advisors LLC | 56,751 | $1,572 | 03/31/2024 |
| PTIN | 56,751 | $1,572 | 03/31/2024 |
| Royal Bank of Canada | 50,919 | $1,403 | 12/31/2023 |
| PTIN | 50,919 | $1,403 | 12/31/2023 |
| Whitaker Myers Wealth Managers LTD. | 46,719 | $1,358 | 03/31/2024 |
| PTIN | 46,719 | $1,358 | 03/31/2024 |
| Cetera Advisors LLC | 48,763 | $1,344 | 12/31/2023 |
| PTIN | 48,763 | $1,344 | 12/31/2023 |
| Advisor Group Holdings Inc. | 48,422 | $1,334 | 12/31/2023 |
| PTIN | 48,422 | $1,334 | 12/31/2023 |
| Stifel Financial Corp | 47,395 | $1,306 | 12/31/2023 |
| PTIN | 47,395 | $1,306 | 12/31/2023 |
| Stratos Wealth Partners LTD. | 41,649 | $1,211 | 03/31/2024 |
| PTIN | 41,649 | $1,211 | 03/31/2024 |
| MONECO Advisors LLC | 33,180 | $965 | 03/31/2024 |
| PTIN | 33,180 | $965 | 03/31/2024 |
| Kathmere Capital Management LLC | 30,747 | $894 | 03/31/2024 |
| PTIN | 30,747 | $894 | 03/31/2024 |
| Global Retirement Partners LLC | 26,306 | $765 | 03/31/2024 |
| PTIN | 26,306 | $765 | 03/31/2024 |
| ADE LLC | 23,030 | $669 | 03/31/2024 |
| PTIN | 23,030 | $669 | 03/31/2024 |
| JPMorgan Chase & Co. | 23,474 | $647 | 12/31/2023 |
| PTIN | 23,474 | $647 | 12/31/2023 |
| Avantax Advisory Services Inc. | 21,433 | $591 | 12/31/2023 |
| PTIN | 21,433 | $591 | 12/31/2023 |
| Citadel Advisors LLC | 20,002 | $551 | 12/31/2023 |
| PTIN | 20,002 | $551 | 12/31/2023 |
| Private Advisor Group LLC | 17,157 | $499 | 03/31/2024 |
| PTIN | 17,157 | $499 | 03/31/2024 |
| Cetera Investment Advisers | 17,195 | $474 | 12/31/2023 |
| PTIN | 17,195 | $474 | 12/31/2023 |
| Raymond James & Associates | 15,508 | $451 | 03/31/2024 |
| PTIN | 15,508 | $451 | 03/31/2024 |
| Kestra Advisory Services LLC | 15,883 | $438 | 12/31/2023 |
| PTIN | 15,883 | $438 | 12/31/2023 |
| Financial Advocates Investment Management | 12,970 | $377 | 03/31/2024 |
| PTIN | 12,970 | $377 | 03/31/2024 |
| Steward Partners Investment Advisory LLC | 13,600 | $375 | 12/31/2023 |
| PTIN | 13,600 | $375 | 12/31/2023 |
| Legacy Trust | 12,800 | $372 | 03/31/2024 |
| PTIN | 12,800 | $372 | 03/31/2024 |
| Atria Wealth Solutions Inc. | 12,061 | $332 | 12/31/2023 |
| PTIN | 12,061 | $332 | 12/31/2023 |
| Imprint Wealth LLC | 10,403 | $293 | 12/31/2023 |
| PTIN | 10,403 | $293 | 12/31/2023 |
| Eqis Capital Management Inc. | 9,327 | $257 | 12/31/2023 |
| PTIN | 9,327 | $257 | 12/31/2023 |
| Flow Traders U.S. LLC | 8,350 | $230 | 12/31/2023 |
| PTIN | 8,350 | $230 | 12/31/2023 |
| Private Trust Co. NA | 7,742 | $225 | 03/31/2024 |
| PTIN | 7,742 | $225 | 03/31/2024 |
| Stegent Equity Advisors Inc. | 6,889 | $200 | 03/31/2024 |
| PTIN | 6,889 | $200 | 03/31/2024 |
| Harbour Investments Inc. | 4,534 | $125 | 12/31/2023 |
| PTIN | 4,534 | $125 | 12/31/2023 |
| Morgan Stanley | 3,988 | $110 | 12/31/2023 |
| PTIN | 3,988 | $110 | 12/31/2023 |
| PSI Advisors LLC | 1,501 | $44 | 03/31/2024 |
| PTIN | 1,501 | $44 | 03/31/2024 |
| Geneos Wealth Management Inc. | 1,423 | $41 | 03/31/2024 |
| PTIN | 1,423 | $41 | 03/31/2024 |
| IFP Advisors Inc | 1,286 | $35 | 12/31/2023 |
| PTIN | 1,286 | $35 | 12/31/2023 |
| EverSource Wealth Advisors LLC | 1,063 | $29 | 12/31/2023 |
| PTIN | 1,063 | $29 | 12/31/2023 |
| Sound Income Strategies LLC | 693 | $20 | 03/31/2024 |
| PTIN | 693 | $20 | 03/31/2024 |
See All: Funds Holding PTIN
See Details: Top 10 Hedge Funds Holding PTIN
Also See: PTIN Holdings Changes
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