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POCT — Performance
Funds Holding POCT

On this page, we present all of the funds holding POCT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding POCT, with a link to that fund's top holdings. The next columns indicate the amount of POCT stock held by each of the funds holding POCT, followed by the POCT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 154 funds holding POCT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Stuart Chaussee & Associates Inc.. For more details on the positions held by Stuart Chaussee & Associates Inc. (or by any of the other funds holding POCT), click the fund name in the "Holder" column of the funds-holding-POCT table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Stuart Chaussee & Associates Inc.2,623,091$94,746 12/31/2023
     POCT2,623,091$94,746 12/31/2023
Alliancebernstein L.P.1,630,288$58,886 12/31/2023
     POCT1,630,288$58,886 12/31/2023
Commonwealth Equity Services LLC946,909$34,202 12/31/2023
     POCT946,909$34,202 12/31/2023
Global Strategic Investment Solutions LLC912,098$32,945 12/31/2023
     POCT912,098$32,945 12/31/2023
Penserra Capital Management LLC832,463$30,068 12/31/2023
     POCT832,463$30,068 12/31/2023
Advisor Group Holdings Inc.502,986$18,168 12/31/2023
     POCT502,986$18,168 12/31/2023
BKD Wealth Advisors LLC335,631$12,583 03/31/2024
     POCT335,631$12,583 03/31/2024
Townsquare Capital LLC338,417$12,224 12/31/2023
     POCT338,417$12,224 12/31/2023
Raymond James Financial Services Advisors Inc.317,647$11,909 03/31/2024
     POCT317,647$11,909 03/31/2024
Stephens Inc. AR268,062$9,682 12/31/2023
     POCT268,062$9,682 12/31/2023
Brown Wealth Management LLC239,302$8,644 12/31/2023
     POCT239,302$8,644 12/31/2023
WPWealth LLP225,674$8,151 12/31/2023
     POCT225,674$8,151 12/31/2023
HighTower Advisors LLC224,681$8,110 12/31/2023
     POCT224,681$8,110 12/31/2023
Captrust Financial Advisors203,706$7,358 12/31/2023
     POCT203,706$7,358 12/31/2023
Envestnet Asset Management Inc.199,921$7,221 12/31/2023
     POCT199,921$7,221 12/31/2023
BCJ Capital Management LLC194,793$7,036 12/31/2023
     POCT194,793$7,036 12/31/2023
Benchmark Investment Advisors LLC194,793$7,036 12/31/2023
     POCT194,793$7,036 12/31/2023
Brookstone Capital Management186,570$6,995 03/31/2024
     POCT186,570$6,995 03/31/2024
Beacon Pointe Advisors LLC193,279$6,981 12/31/2023
     POCT193,279$6,981 12/31/2023
Wealth Enhancement Advisory Services LLC183,590$6,883 03/31/2024
     POCT183,590$6,883 03/31/2024
Cambridge Investment Research Advisors Inc.173,514$6,505 03/31/2024
     POCT173,514$6,505 03/31/2024
AA Financial Advisors LLC174,487$6,302 12/31/2023
     POCT174,487$6,302 12/31/2023
LPL Financial LLC173,088$6,252 12/31/2023
     POCT173,088$6,252 12/31/2023
Strategic Wealth Partners Group LLC171,165$6,182 12/31/2023
     POCT171,165$6,182 12/31/2023
Valtinson Bruner Financial Planning LLC154,597$5,584 12/31/2023
     POCT154,597$5,584 12/31/2023
Kestra Advisory Services LLC146,561$5,294 12/31/2023
     POCT146,561$5,294 12/31/2023
InterOcean Capital Group LLC137,895$4,981 12/31/2023
     POCT137,895$4,981 12/31/2023
Cresset Asset Management LLC130,127$4,700 12/31/2023
     POCT130,127$4,700 12/31/2023
GWM Advisors LLC117,079$4,280 12/31/2023
     POCT117,079$4,280 12/31/2023
Janney Montgomery Scott LLC112,834$4,076 12/31/2023
     POCT112,834$4,076 12/31/2023
Truist Financial Corp107,781$3,893 12/31/2023
     POCT107,781$3,893 12/31/2023
Change Path LLC106,562$3,849 12/31/2023
     POCT106,562$3,849 12/31/2023
Blue Bell Private Wealth Management LLC101,105$3,790 03/31/2024
     POCT101,105$3,790 03/31/2024
Pillar Wealth Advisors LLC100,823$3,642 12/31/2023
     POCT100,823$3,642 12/31/2023
Cetera Advisor Networks LLC100,610$3,634 12/31/2023
     POCT100,610$3,634 12/31/2023
CoreCap Advisors LLC99,432$3,591 12/31/2023
     POCT99,432$3,591 12/31/2023
AE Wealth Management LLC89,867$3,288 12/31/2023
     POCT89,867$3,288 12/31/2023
KFG Wealth Management LLC86,922$3,259 03/31/2024
     POCT86,922$3,259 03/31/2024
Blair William & Co. IL89,569$3,235 12/31/2023
     POCT89,569$3,235 12/31/2023
MML Investors Services LLC83,716$3,024 12/31/2023
     POCT83,716$3,024 12/31/2023
Orion Portfolio Solutions LLC74,426$2,691 12/31/2023
     POCT74,426$2,691 12/31/2023
Mercer Global Advisors Inc. ADV72,460$2,617 12/31/2023
     POCT72,460$2,617 12/31/2023
Lincoln National Corp72,401$2,615 12/31/2023
     POCT72,401$2,615 12/31/2023
BCS Wealth Management61,333$2,299 03/31/2024
     POCT61,333$2,299 03/31/2024
Cetera Advisors LLC63,171$2,282 12/31/2023
     POCT63,171$2,282 12/31/2023
Wealth Alliance59,516$2,150 12/31/2023
     POCT59,516$2,150 12/31/2023
Cape Investment Advisory Inc.52,870$1,910 12/31/2023
     POCT52,870$1,910 12/31/2023
Outlook Wealth Advisors LLC50,521$1,894 03/31/2024
     POCT50,521$1,894 03/31/2024
RFG Advisory LLC50,496$1,893 03/31/2024
     POCT50,496$1,893 03/31/2024
Sigma Planning Corp51,764$1,870 12/31/2023
     POCT51,764$1,870 12/31/2023
Southland Equity Partners LLC49,473$1,855 03/31/2024
     POCT49,473$1,855 03/31/2024
Diligent Investors LLC50,387$1,820 12/31/2023
     POCT50,387$1,820 12/31/2023
Raymond James & Associates47,086$1,765 03/31/2024
     POCT47,086$1,765 03/31/2024
Corrado Advisors LLC46,436$1,677 12/31/2023
     POCT46,436$1,677 12/31/2023
Retirement Income Solutions Inc43,759$1,581 12/31/2023
     POCT43,759$1,581 12/31/2023
Capital Analysts LLC42,868$1,549 12/31/2023
     POCT42,868$1,549 12/31/2023
ARS Wealth Advisors Group LLC42,879$1,549 12/31/2023
     POCT42,879$1,549 12/31/2023
Centaurus Financial Inc.42,698$1,542 12/31/2023
     POCT42,698$1,542 12/31/2023
Bedel Financial Consulting Inc.41,692$1,506 12/31/2023
     POCT41,692$1,506 12/31/2023
Cerity Partners LLC41,062$1,483 12/31/2023
     POCT41,062$1,483 12/31/2023
Sugarloaf Wealth Management LLC36,741$1,377 03/31/2024
     POCT36,741$1,377 03/31/2024
IFP Advisors Inc35,486$1,282 12/31/2023
     POCT35,486$1,282 12/31/2023
Atria Wealth Solutions Inc.34,850$1,259 12/31/2023
     POCT34,850$1,259 12/31/2023
MAI Capital Management33,597$1,214 12/31/2023
     POCT33,597$1,214 12/31/2023
International Assets Investment Management LLC31,637$1,187 03/31/2024
     POCT31,637$1,187 03/31/2024
Epic Trust Investment Advisors LLC30,202$1,132 03/31/2024
     POCT30,202$1,132 03/31/2024
Axxcess Wealth Management LLC31,000$1,120 12/31/2023
     POCT31,000$1,120 12/31/2023
Patriot Financial Group Insurance Agency LLC30,197$1,091 12/31/2023
     POCT30,197$1,091 12/31/2023
Castle Rock Wealth Management LLC29,231$1,050 12/31/2023
     POCT29,231$1,050 12/31/2023
OLD Mission Capital LLC28,647$1,035 12/31/2023
     POCT28,647$1,035 12/31/2023
Focus Financial Network Inc. ADV27,786$1,004 12/31/2023
     POCT27,786$1,004 12/31/2023
Orion Capital Management LLC27,588$996 12/31/2023
     POCT27,588$996 12/31/2023
Focus Financial Network Inc.26,638$989 03/31/2024
     POCT26,638$989 03/31/2024
First Commonwealth Financial Corp PA 26,731$966 12/31/2023
     POCT26,731$966 12/31/2023
Valmark Advisers Inc.26,380$953 12/31/2023
     POCT26,380$953 12/31/2023
U.S. Capital Wealth Advisors LLC26,231$947 12/31/2023
     POCT26,231$947 12/31/2023
City Holding Co.24,882$933 03/31/2024
     POCT24,882$933 03/31/2024
Cornerstone Wealth Group LLC24,574$921 03/31/2024
     POCT24,574$921 03/31/2024
Strategic Blueprint LLC23,435$879 03/31/2024
     POCT23,435$879 03/31/2024
Bellwether Advisors LLC24,080$870 12/31/2023
     POCT24,080$870 12/31/2023
Beacon Financial Advisory LLC24,012$867 12/31/2023
     POCT24,012$867 12/31/2023
WorthPointe LLC23,707$856 12/31/2023
     POCT23,707$856 12/31/2023
Resources Investment Advisors LLC.22,900$827 12/31/2023
     POCT22,900$827 12/31/2023
Sound View Wealth Advisors Group LLC21,892$791 12/31/2023
     POCT21,892$791 12/31/2023
Avantax Advisory Services Inc.21,378$772 12/31/2023
     POCT21,378$772 12/31/2023
Elmwood Wealth Management Inc.20,130$727 12/31/2023
     POCT20,130$727 12/31/2023
Cypress Financial Planning LLC18,582$697 03/31/2024
     POCT18,582$697 03/31/2024
Fragasso Group Inc.18,490$693 03/31/2024
     POCT18,490$693 03/31/2024
Thoroughbred Financial Services LLC19,087$689 12/31/2023
     POCT19,087$689 12/31/2023
Nations Financial Group Inc. IA ADV17,070$640 03/31/2024
     POCT17,070$640 03/31/2024
SageView Advisory Group LLC16,831$618 12/31/2023
     POCT16,831$618 12/31/2023
Clay Northam Wealth Management LLC16,158$606 03/31/2024
     POCT16,158$606 03/31/2024
Cetera Investment Advisers16,285$588 12/31/2023
     POCT16,285$588 12/31/2023
AdvisorNet Financial Inc14,163$531 03/31/2024
     POCT14,163$531 03/31/2024
Long Island Wealth Management Inc.13,925$503 12/31/2023
     POCT13,925$503 12/31/2023
SRS Capital Advisors Inc.13,056$472 12/31/2023
     POCT13,056$472 12/31/2023
Koshinski Asset Management Inc.13,046$471 12/31/2023
     POCT13,046$471 12/31/2023
Nikulski Financial Inc.12,475$468 03/31/2024
     POCT12,475$468 03/31/2024
Central Valley Advisors LLC12,476$468 03/31/2024
     POCT12,476$468 03/31/2024
Arete Wealth Advisors LLC12,936$467 12/31/2023
     POCT12,936$467 12/31/2023
Compass Advisory Group LLC12,787$462 12/31/2023
     POCT12,787$462 12/31/2023
Retirement Planning Group11,755$441 03/31/2024
     POCT11,755$441 03/31/2024
Continuum Advisory LLC12,206$441 12/31/2023
     POCT12,206$441 12/31/2023
Advisory Alpha LLC12,116$438 12/31/2023
     POCT12,116$438 12/31/2023
Vishria Bird Financial Group LLC11,224$421 03/31/2024
     POCT11,224$421 03/31/2024
Betterment LLC11,255$407 12/31/2023
     POCT11,255$407 12/31/2023
WCG Wealth Advisors LLC11,281$407 12/31/2023
     POCT11,281$407 12/31/2023
Mutual Advisors LLC11,127$402 12/31/2023
     POCT11,127$402 12/31/2023
CRA Financial Services LLC10,699$401 03/31/2024
     POCT10,699$401 03/31/2024
Visionary Wealth Advisors11,041$399 12/31/2023
     POCT11,041$399 12/31/2023
Coldstream Capital Management Inc.10,535$381 12/31/2023
     POCT10,535$381 12/31/2023
Kingsview Wealth Management LLC10,468$378 12/31/2023
     POCT10,468$378 12/31/2023
Gill Capital Partners LLC10,408$376 12/31/2023
     POCT10,408$376 12/31/2023
Keystone Wealth Services LLC9,642$361 03/31/2024
     POCT9,642$361 03/31/2024
My Personal CFO LLC9,403$353 03/31/2024
     POCT9,403$353 03/31/2024
Weaver Consulting Group9,168$344 03/31/2024
     POCT9,168$344 03/31/2024
Certified Advisory Corp9,148$330 12/31/2023
     POCT9,148$330 12/31/2023
Atticus Wealth Management LLC8,461$317 03/31/2024
     POCT8,461$317 03/31/2024
BCGM Wealth Management LLC8,425$304 12/31/2023
     POCT8,425$304 12/31/2023
McAdam LLC7,867$295 03/31/2024
     POCT7,867$295 03/31/2024
Sequoia Financial Advisors LLC8,084$292 12/31/2023
     POCT8,084$292 12/31/2023
XML Financial LLC7,989$289 12/31/2023
     POCT7,989$289 12/31/2023
Harbour Investments Inc.7,651$276 12/31/2023
     POCT7,651$276 12/31/2023
American Asset Management Inc.6,960$261 03/31/2024
     POCT6,960$261 03/31/2024
Steward Partners Investment Advisory LLC7,116$257 12/31/2023
     POCT7,116$257 12/31/2023
Crown Wealth Group LLC6,978$252 12/31/2023
     POCT6,978$252 12/31/2023
Apollon Wealth Management LLC6,533$236 12/31/2023
     POCT6,533$236 12/31/2023
Mitchell Capital Management Co.6,440$233 12/31/2023
     POCT6,440$233 12/31/2023
Pinnacle Wealth Management Group Inc.6,100$229 03/31/2024
     POCT6,100$229 03/31/2024
Sunbelt Securities Inc.6,005$225 03/31/2024
     POCT6,005$225 03/31/2024
MBL Wealth LLC6,001$225 03/31/2024
     POCT6,001$225 03/31/2024
Dakota Wealth Management5,700$214 03/31/2024
     POCT5,700$214 03/31/2024
First City Capital Management Inc.5,820$210 12/31/2023
     POCT5,820$210 12/31/2023
Pensionmark Financial Group LLC5,720$207 12/31/2023
     POCT5,720$207 12/31/2023
Royal Bank of Canada5,352$193 12/31/2023
     POCT5,352$193 12/31/2023
Advisory Services Network LLC4,357$157 12/31/2023
     POCT4,357$157 12/31/2023
Raleigh Capital Management Inc.3,522$127 12/31/2023
     POCT3,522$127 12/31/2023
Principal Securities Inc.3,392$123 12/31/2023
     POCT3,392$123 12/31/2023
Benjamin F. Edwards & Company Inc.3,258$118 12/31/2023
     POCT3,258$118 12/31/2023
CWM LLC3,022$113 03/31/2024
     POCT3,022$113 03/31/2024
Clearstead Advisors LLC2,330$84 12/31/2023
     POCT2,330$84 12/31/2023
EverSource Wealth Advisors LLC2,292$83 12/31/2023
     POCT2,292$83 12/31/2023
Wagner Wealth Management LLC2,000$75 03/31/2024
     POCT2,000$75 03/31/2024
DHJJ Financial Advisors Ltd.1,500$56 03/31/2024
     POCT1,500$56 03/31/2024
Creative Financial Designs Inc. ADV1,000$36 12/31/2023
     POCT1,000$36 12/31/2023
Morgan Stanley838$30 12/31/2023
     POCT838$30 12/31/2023
Ronald Blue Trust Inc.761$26 12/31/2023
     POCT761$26 12/31/2023
Ambassador Advisors LLC646$24 12/31/2023
     POCT646$24 12/31/2023
Vima LLC468$17 12/31/2023
     POCT468$17 12/31/2023
Northwestern Mutual Wealth Management Co.218$8 12/31/2023
     POCT218$8 12/31/2023
Caitlin John LLC179$6 12/31/2023
     POCT179$6 12/31/2023
Spire Wealth Management107$4 03/31/2024
     POCT107$4 03/31/2024
Impact Partnership Wealth LLC83$3 12/31/2023
     POCT83$3 12/31/2023
Tsfg LLC17$1 03/31/2024
     POCT17$1 03/31/2024
Proequities Inc.0$0 12/31/2023
     POCT0$0 12/31/2023

See Summary: Institutional Holders of POCT
See Details: Top 10 Hedge Funds Holding POCT
Also See: POCT Holdings Changes

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