Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
LPL Financial LLC | 93,785 | $3,801 | 12/31/2023 |
PWC | 93,785 | $3,801 | 12/31/2023 |
Institute for Wealth Management LLC. | 61,231 | $2,482 | 12/31/2023 |
PWC | 61,231 | $2,482 | 12/31/2023 |
Morgan Stanley | 46,477 | $1,884 | 12/31/2023 |
PWC | 46,477 | $1,884 | 12/31/2023 |
UBS Group AG | 23,318 | $945 | 12/31/2023 |
PWC | 23,318 | $945 | 12/31/2023 |
Commonwealth Equity Services LLC | 12,798 | $519 | 12/31/2023 |
PWC | 12,798 | $519 | 12/31/2023 |
Bank of America Corp DE | 12,444 | $504 | 12/31/2023 |
PWC | 12,444 | $504 | 12/31/2023 |
BBR Partners LLC | 9,792 | $397 | 12/31/2023 |
PWC | 9,792 | $397 | 12/31/2023 |
Hamilton Point Investment Advisors LLC | 9,792 | $397 | 12/31/2023 |
PWC | 9,792 | $397 | 12/31/2023 |
Goldman Sachs Group Inc. | 8,449 | $342 | 12/31/2023 |
PWC | 8,449 | $342 | 12/31/2023 |
Susquehanna International Group LLP | 6,142 | $249 | 12/31/2023 |
PWC | 6,142 | $249 | 12/31/2023 |
Wells Fargo & Company MN | 5,988 | $243 | 12/31/2023 |
PWC | 5,988 | $243 | 12/31/2023 |
Mosaic Family Wealth Partners LLC | 5,898 | $239 | 12/31/2023 |
PWC | 5,898 | $239 | 12/31/2023 |
Citadel Advisors LLC | 5,327 | $216 | 12/31/2023 |
PWC | 5,327 | $216 | 12/31/2023 |
Cerity Partners LLC | 5,100 | $207 | 12/31/2023 |
PWC | 5,100 | $207 | 12/31/2023 |
Advisor Group Holdings Inc. | 3,896 | $158 | 12/31/2023 |
PWC | 3,896 | $158 | 12/31/2023 |
Glenmede Trust Co. NA | 2,691 | $109 | 12/31/2023 |
PWC | 2,691 | $109 | 12/31/2023 |
Bellevue Asset Management LLC | 1,920 | $78 | 12/31/2023 |
PWC | 1,920 | $78 | 12/31/2023 |
Clearstead Advisors LLC | 1,680 | $68 | 12/31/2023 |
PWC | 1,680 | $68 | 12/31/2023 |
Beacon Capital Management LLC | 1,470 | $54 | 12/31/2023 |
PWC | 1,470 | $54 | 12/31/2023 |
Blair William & Co. IL | 1,215 | $49 | 12/31/2023 |
PWC | 1,215 | $49 | 12/31/2023 |
Tidemark LLC | 1,179 | $48 | 12/31/2023 |
PWC | 1,179 | $48 | 12/31/2023 |
Royal Bank of Canada | 1,011 | $41 | 12/31/2023 |
PWC | 1,011 | $41 | 12/31/2023 |
JPMorgan Chase & Co. | 954 | $39 | 12/31/2023 |
PWC | 954 | $39 | 12/31/2023 |
Sandy Spring Bank | 813 | $33 | 12/31/2023 |
PWC | 813 | $33 | 12/31/2023 |
McIlrath & Eck LLC | 738 | $30 | 12/31/2023 |
PWC | 738 | $30 | 12/31/2023 |
Family Asset Management LLC | 750 | $30 | 12/31/2023 |
PWC | 750 | $30 | 12/31/2023 |
Frazier Financial Advisors LLC | 552 | $22 | 12/31/2023 |
PWC | 552 | $22 | 12/31/2023 |
FMR LLC | 462 | $19 | 12/31/2023 |
PWC | 462 | $19 | 12/31/2023 |
Capital Investment Advisory Services LLC | 300 | $12 | 12/31/2023 |
PWC | 300 | $12 | 12/31/2023 |
Addison Advisors LLC | 300 | $12 | 12/31/2023 |
PWC | 300 | $12 | 12/31/2023 |
PSI Advisors LLC | 281 | $11 | 12/31/2023 |
PWC | 281 | $11 | 12/31/2023 |
The PNC Financial Services Group Inc. | 210 | $9 | 12/31/2023 |
PWC | 210 | $9 | 12/31/2023 |
See All: Funds Holding PWC
See Details: Top 10 Hedge Funds Holding PWC
Also See: PWC Holdings Changes
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