There is a long list of 185 institutional holders of PTLC within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of PTLC by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-PTLC table below, the initial column indicates the name of each top institutional holder of PTLC, with a link to that fund's top holdings. The next columns indicate the amount of PTLC stock held by each of the institutional holders of PTLC, followed by the PTLC position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

Holder	Amount	Position Size ($ in 1000's)	As of
Bank of America Corp DE	6,092,086	$263,605	12/31/2023
PTLC	6,092,086	$263,605	12/31/2023
Morgan Stanley	4,360,090	$188,661	12/31/2023
PTLC	4,360,090	$188,661	12/31/2023
LPL Financial LLC	3,040,768	$131,574	12/31/2023
PTLC	3,040,768	$131,574	12/31/2023
Wells Fargo & Company MN	2,543,424	$110,054	12/31/2023
PTLC	2,543,424	$110,054	12/31/2023
CFS Investment Advisory Services LLC	1,895,645	$82,025	12/31/2023
PTLC	1,895,645	$82,025	12/31/2023
Raymond James Financial Services Advisors Inc.	1,520,275	$72,548	03/31/2024
PTLC	1,520,275	$72,548	03/31/2024
Advisor Group Holdings Inc.	1,476,482	$63,887	12/31/2023
PTLC	1,476,482	$63,887	12/31/2023
UBS Group AG	1,422,705	$61,560	12/31/2023
PTLC	1,422,705	$61,560	12/31/2023
Commonwealth Equity Services LLC	1,258,345	$60,048	03/31/2024
PTLC	1,258,345	$60,048	03/31/2024
Raymond James & Associates	723,098	$34,506	03/31/2024
PTLC	723,098	$34,506	03/31/2024
Cambridge Investment Research Advisors Inc.	601,490	$28,703	03/31/2024
PTLC	601,490	$28,703	03/31/2024
Ferguson Shapiro LLC	600,239	$28,643	03/31/2024
PTLC	600,239	$28,643	03/31/2024
Royal Bank of Canada	651,975	$28,212	12/31/2023
PTLC	651,975	$28,212	12/31/2023
Envestnet Asset Management Inc.	651,348	$28,184	12/31/2023
PTLC	651,348	$28,184	12/31/2023
American Planning Services Inc.	462,002	$19,991	12/31/2023
PTLC	462,002	$19,991	12/31/2023
Cetera Advisor Networks LLC	414,004	$17,914	12/31/2023
PTLC	414,004	$17,914	12/31/2023
Kestra Advisory Services LLC	411,469	$17,804	12/31/2023
PTLC	411,469	$17,804	12/31/2023
Atria Wealth Solutions Inc.	355,400	$15,523	12/31/2023
PTLC	355,400	$15,523	12/31/2023
Level Four Advisory Services LLC	348,900	$15,097	12/31/2023
PTLC	348,900	$15,097	12/31/2023
MML Investors Services LLC	340,941	$14,753	12/31/2023
PTLC	340,941	$14,753	12/31/2023
Cetera Advisors LLC	306,414	$13,259	12/31/2023
PTLC	306,414	$13,259	12/31/2023
MBL Wealth LLC	264,067	$12,601	03/31/2024
PTLC	264,067	$12,601	03/31/2024
Stifel Financial Corp	289,492	$12,526	12/31/2023
PTLC	289,492	$12,526	12/31/2023
Wealth Enhancement Advisory Services LLC	259,914	$12,403	03/31/2024
PTLC	259,914	$12,403	03/31/2024
Northwestern Mutual Wealth Management Co.	272,248	$11,780	12/31/2023
PTLC	272,248	$11,780	12/31/2023
Truist Financial Corp	255,124	$11,039	12/31/2023
PTLC	255,124	$11,039	12/31/2023
Pacer Advisors Inc.	244,665	$10,587	12/31/2023
PTLC	244,665	$10,587	12/31/2023
Financial Enhancement Group LLC	223,569	$10,418	03/31/2024
PTLC	223,569	$10,418	03/31/2024
Tyche Wealth Partners LLC	215,139	$10,266	03/31/2024
PTLC	215,139	$10,266	03/31/2024
Avantax Advisory Services Inc.	237,147	$10,261	12/31/2023
PTLC	237,147	$10,261	12/31/2023
Steward Partners Investment Advisory LLC	228,806	$9,900	12/31/2023
PTLC	228,806	$9,900	12/31/2023
Geneos Wealth Management Inc.	213,950	$9,258	12/31/2023
PTLC	213,950	$9,258	12/31/2023
Meridian Wealth Advisors LLC	205,749	$8,903	12/31/2023
PTLC	205,749	$8,903	12/31/2023
WBI Investments	195,746	$8,470	12/31/2023
PTLC	195,746	$8,470	12/31/2023
DAVENPORT & Co LLC	166,386	$7,202	12/31/2023
PTLC	166,386	$7,202	12/31/2023
Creative Planning	157,750	$6,826	12/31/2023
PTLC	157,750	$6,826	12/31/2023
MONECO Advisors LLC	140,834	$6,721	03/31/2024
PTLC	140,834	$6,721	03/31/2024
PFG Advisors	141,792	$6,135	12/31/2023
PTLC	141,792	$6,135	12/31/2023
GWM Advisors LLC	140,773	$6,108	12/31/2023
PTLC	140,773	$6,108	12/31/2023
Private Advisor Group LLC	125,785	$6,002	03/31/2024
PTLC	125,785	$6,002	03/31/2024
Camarda Financial Advisors LLC	134,806	$5,833	12/31/2023
PTLC	134,806	$5,833	12/31/2023
HighTower Advisors LLC	115,932	$5,017	12/31/2023
PTLC	115,932	$5,017	12/31/2023
Financial Advocates Investment Management	103,722	$4,977	03/31/2024
PTLC	103,722	$4,977	03/31/2024
WCG Wealth Advisors LLC	110,960	$4,801	12/31/2023
PTLC	110,960	$4,801	12/31/2023
Cetera Investment Advisers	109,482	$4,737	12/31/2023
PTLC	109,482	$4,737	12/31/2023
Stratos Wealth Partners LTD.	98,627	$4,706	03/31/2024
PTLC	98,627	$4,706	03/31/2024
Magnolia Capital Advisors LLC	91,043	$4,114	03/31/2024
PTLC	91,043	$4,114	03/31/2024
SPC Financial Inc.	83,424	$3,610	12/31/2023
PTLC	83,424	$3,610	12/31/2023
Whitaker Myers Wealth Managers LTD.	73,466	$3,506	03/31/2024
PTLC	73,466	$3,506	03/31/2024
J.W. Cole Advisors Inc.	65,488	$3,125	03/31/2024
PTLC	65,488	$3,125	03/31/2024

See All: Funds Holding PTLC
See Details: Top 10 Hedge Funds Holding PTLC
Also See: PTLC Holdings Changes

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