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On this page, we present all of the funds holding PPA from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding PPA, with a link to that fund's top holdings. The next columns
indicate the amount of PPA stock held by each of the funds holding PPA, followed by the PPA position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 284 funds holding PPA within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE
(or by any of the other funds holding PPA), click the fund name in the "Holder" column of the funds-holding-PPA table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Bank of America Corp DE | 2,517,995 | $232,058 | 12/31/2023 | PPA | 2,517,995 | $232,058 | 12/31/2023 | Morgan Stanley | 1,493,189 | $137,613 | 12/31/2023 | PPA | 1,493,189 | $137,613 | 12/31/2023 | LPL Financial LLC | 1,032,000 | $95,109 | 12/31/2023 | PPA | 1,032,000 | $95,109 | 12/31/2023 | Summit Trail Advisors LLC | 608,332 | $61,788 | 03/31/2024 | PPA | 608,332 | $61,788 | 03/31/2024 | Miracle Mile Advisors LLC | 565,987 | $57,487 | 03/31/2024 | PPA | 565,987 | $57,487 | 03/31/2024 | Wells Fargo & Company MN | 469,209 | $43,242 | 12/31/2023 | PPA | 469,209 | $43,242 | 12/31/2023 | HighTower Advisors LLC | 452,821 | $41,708 | 12/31/2023 | PPA | 452,821 | $41,708 | 12/31/2023 | MAI Capital Management | 445,213 | $41,031 | 12/31/2023 | PPA | 445,213 | $41,031 | 12/31/2023 | Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management | 371,700 | $34,256 | 12/31/2023 | PPA | 371,700 | $34,256 | 12/31/2023 | Capital Asset Advisory Services LLC | 311,075 | $31,565 | 03/31/2024 | PPA | 311,075 | $31,565 | 03/31/2024 | Axxcess Wealth Management LLC | 330,381 | $30,448 | 12/31/2023 | PPA | 330,381 | $30,448 | 12/31/2023 | Portfolio Strategies Inc. | 329,550 | $30,344 | 12/31/2023 | PPA | 329,550 | $30,344 | 12/31/2023 | Meitav Dash Investments Ltd. | 303,493 | $27,970 | 12/31/2023 | PPA | 303,493 | $27,970 | 12/31/2023 | Envestnet Asset Management Inc. | 258,693 | $23,841 | 12/31/2023 | PPA | 258,693 | $23,841 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 230,900 | $23,452 | 03/31/2024 | PPA | 230,900 | $23,452 | 03/31/2024 | UBS Group AG | 246,057 | $22,677 | 12/31/2023 | PPA | 246,057 | $22,677 | 12/31/2023 | Raymond James & Associates | 213,356 | $21,671 | 03/31/2024 | PPA | 213,356 | $21,671 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 204,143 | $20,735 | 03/31/2024 | PPA | 204,143 | $20,735 | 03/31/2024 | CI Private Wealth LLC | 214,438 | $19,763 | 12/31/2023 | PPA | 214,438 | $19,763 | 12/31/2023 | Commonwealth Equity Services LLC | 171,175 | $17,386 | 03/31/2024 | PPA | 171,175 | $17,386 | 03/31/2024 | Advisor Group Holdings Inc. | 188,596 | $17,383 | 12/31/2023 | PPA | 188,596 | $17,383 | 12/31/2023 | Stifel Financial Corp | 186,926 | $17,228 | 12/31/2023 | PPA | 186,926 | $17,228 | 12/31/2023 | Greenlight Capital Inc. | 185,521 | $17,098 | 12/31/2023 | PPA | 185,521 | $17,098 | 12/31/2023 | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 166,184 | $15,303 | 12/31/2023 | PPA | 166,184 | $15,303 | 12/31/2023 | Royal Bank of Canada | 165,058 | $15,211 | 12/31/2023 | PPA | 165,058 | $15,211 | 12/31/2023 | Hallmark Capital Management Inc. | 147,451 | $13,589 | 12/31/2023 | PPA | 147,451 | $13,589 | 12/31/2023 | Searcy Financial Services Inc. ADV | 132,823 | $13,491 | 03/31/2024 | PPA | 132,823 | $13,491 | 03/31/2024 | Ameriprise Financial Inc. | 134,536 | $12,412 | 12/31/2023 | PPA | 134,536 | $12,412 | 12/31/2023 | Truist Financial Corp | 126,852 | $11,691 | 12/31/2023 | PPA | 126,852 | $11,691 | 12/31/2023 | National Bank of Canada FI | 116,416 | $10,644 | 12/31/2023 | PPA | 116,416 | $10,644 | 12/31/2023 | Cetera Advisor Networks LLC | 114,053 | $10,511 | 12/31/2023 | PPA | 114,053 | $10,511 | 12/31/2023 | Beacon Harbor Wealth Advisors Inc. | 104,201 | $9,603 | 12/31/2023 | PPA | 104,201 | $9,603 | 12/31/2023 | Connectus Wealth LLC | 94,834 | $8,740 | 12/31/2023 | PPA | 94,834 | $8,740 | 12/31/2023 | Perigon Wealth Management LLC | 77,405 | $7,862 | 03/31/2024 | PPA | 77,405 | $7,862 | 03/31/2024 | Northeast Financial Consultants Inc | 83,064 | $7,655 | 12/31/2023 | PPA | 83,064 | $7,655 | 12/31/2023 | Presidio Capital Management LLC | 70,694 | $7,180 | 03/31/2024 | PPA | 70,694 | $7,180 | 03/31/2024 | Janney Montgomery Scott LLC | 76,317 | $7,033 | 12/31/2023 | PPA | 76,317 | $7,033 | 12/31/2023 | Beck Capital Management LLC | 68,320 | $6,296 | 12/31/2023 | PPA | 68,320 | $6,296 | 12/31/2023 | MML Investors Services LLC | 66,065 | $6,089 | 12/31/2023 | PPA | 66,065 | $6,089 | 12/31/2023 | Hollow Brook Wealth Management LLC | 61,637 | $5,680 | 12/31/2023 | PPA | 61,637 | $5,680 | 12/31/2023 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 61,165 | $5,632 | 12/31/2023 | PPA | 61,165 | $5,632 | 12/31/2023 | Lindbrook Capital LLC | 54,153 | $5,500 | 03/31/2024 | PPA | 54,153 | $5,500 | 03/31/2024 | Beacon Pointe Advisors LLC | 56,420 | $5,200 | 12/31/2023 | PPA | 56,420 | $5,200 | 12/31/2023 | Quaker Wealth Management LLC | 47,687 | $4,395 | 12/31/2023 | PPA | 47,687 | $4,395 | 12/31/2023 | Regal Investment Advisors LLC | 47,643 | $4,391 | 12/31/2023 | PPA | 47,643 | $4,391 | 12/31/2023 | AE Wealth Management LLC | 46,016 | $4,187 | 12/31/2023 | PPA | 46,016 | $4,187 | 12/31/2023 | Steward Partners Investment Advisory LLC | 40,481 | $3,731 | 12/31/2023 | PPA | 40,481 | $3,731 | 12/31/2023 | Private Advisor Group LLC | 40,246 | $3,709 | 12/31/2023 | PPA | 40,246 | $3,709 | 12/31/2023 | New England Private Wealth Advisors LLC | 39,671 | $3,656 | 12/31/2023 | PPA | 39,671 | $3,656 | 12/31/2023 | Castle Wealth Management LLC | 38,287 | $3,529 | 12/31/2023 | PPA | 38,287 | $3,529 | 12/31/2023 | Focus Financial Network Inc. ADV | 38,109 | $3,512 | 12/31/2023 | PPA | 38,109 | $3,512 | 12/31/2023 | Avantax Advisory Services Inc. | 37,942 | $3,497 | 12/31/2023 | PPA | 37,942 | $3,497 | 12/31/2023 | Baird Financial Group Inc. | 37,666 | $3,471 | 12/31/2023 | PPA | 37,666 | $3,471 | 12/31/2023 | WT Wealth Management | 35,815 | $3,301 | 12/31/2023 | PPA | 35,815 | $3,301 | 12/31/2023 | Equitable Holdings Inc. | 35,604 | $3,281 | 12/31/2023 | PPA | 35,604 | $3,281 | 12/31/2023 | Spectrum Strategic Capital Management LLC | 34,382 | $3,169 | 12/31/2023 | PPA | 34,382 | $3,169 | 12/31/2023 | Oppenheimer & Co. Inc. | 33,113 | $3,052 | 12/31/2023 | PPA | 33,113 | $3,052 | 12/31/2023 | Riggs Asset Managment Co. Inc. | 32,171 | $2,965 | 12/31/2023 | PPA | 32,171 | $2,965 | 12/31/2023 | Proequities Inc. | 31,082 | $2,865 | 12/31/2023 | PPA | 31,082 | $2,865 | 12/31/2023 | Creative Financial Designs Inc. ADV | 30,428 | $2,804 | 12/31/2023 | PPA | 30,428 | $2,804 | 12/31/2023 | Kestra Advisory Services LLC | 29,242 | $2,695 | 12/31/2023 | PPA | 29,242 | $2,695 | 12/31/2023 | Pacific Sun Financial Corp | 29,108 | $2,683 | 12/31/2023 | PPA | 29,108 | $2,683 | 12/31/2023 | Orleans Capital Management Corp LA | 28,511 | $2,628 | 12/31/2023 | PPA | 28,511 | $2,628 | 12/31/2023 | Cetera Advisors LLC | 26,668 | $2,458 | 12/31/2023 | PPA | 26,668 | $2,458 | 12/31/2023 | IHT Wealth Management LLC | 26,608 | $2,452 | 12/31/2023 | PPA | 26,608 | $2,452 | 12/31/2023 | Atria Wealth Solutions Inc. | 26,307 | $2,424 | 12/31/2023 | PPA | 26,307 | $2,424 | 12/31/2023 | Diversified LLC | 25,651 | $2,364 | 12/31/2023 | PPA | 25,651 | $2,364 | 12/31/2023 | Renaissance Technologies LLC | 24,400 | $2,249 | 12/31/2023 | PPA | 24,400 | $2,249 | 12/31/2023 | J.W. Cole Advisors Inc. | 23,797 | $2,193 | 12/31/2023 | PPA | 23,797 | $2,193 | 12/31/2023 | Stratos Wealth Advisors LLC | 21,584 | $2,192 | 03/31/2024 | PPA | 21,584 | $2,192 | 03/31/2024 | Flagship Harbor Advisors LLC | 18,546 | $1,884 | 03/31/2024 | PPA | 18,546 | $1,884 | 03/31/2024 | Qube Research & Technologies Ltd | 20,313 | $1,872 | 12/31/2023 | PPA | 20,313 | $1,872 | 12/31/2023 | Great Valley Advisor Group Inc. | 19,039 | $1,755 | 12/31/2023 | PPA | 19,039 | $1,755 | 12/31/2023 | Stratos Wealth Partners LTD. | 17,099 | $1,737 | 03/31/2024 | PPA | 17,099 | $1,737 | 03/31/2024 | Cetera Investment Advisers | 18,099 | $1,668 | 12/31/2023 | PPA | 18,099 | $1,668 | 12/31/2023 | Financial Advocates Investment Management | 18,880 | $1,609 | 12/31/2023 | PPA | 18,880 | $1,609 | 12/31/2023 | Nilsine Partners LLC | 15,364 | $1,561 | 03/31/2024 | PPA | 15,364 | $1,561 | 03/31/2024 | DAVENPORT & Co LLC | 16,803 | $1,549 | 12/31/2023 | PPA | 16,803 | $1,549 | 12/31/2023 | Guardian Wealth Advisors LLC NC | 16,443 | $1,515 | 12/31/2023 | PPA | 16,443 | $1,515 | 12/31/2023 | Ameritas Advisory Services LLC | 16,291 | $1,513 | 12/31/2023 | PPA | 16,291 | $1,513 | 12/31/2023 | Ellis Investment Partners LLC | 13,652 | $1,387 | 03/31/2024 | PPA | 13,652 | $1,387 | 03/31/2024 | Evolution Wealth Advisors LLC | 13,545 | $1,376 | 03/31/2024 | PPA | 13,545 | $1,376 | 03/31/2024 | Kraft Davis & Associates LLC | 14,482 | $1,315 | 12/31/2023 | PPA | 14,482 | $1,315 | 12/31/2023 | JPMorgan Chase & Co. | 14,175 | $1,306 | 12/31/2023 | PPA | 14,175 | $1,306 | 12/31/2023 | Capital Advisors Ltd. LLC | 12,605 | $1,280 | 03/31/2024 | PPA | 12,605 | $1,280 | 03/31/2024 | Stegent Equity Advisors Inc. | 12,874 | $1,186 | 12/31/2023 | PPA | 12,874 | $1,186 | 12/31/2023 | CIBC World Markets Inc. | 12,656 | $1,166 | 12/31/2023 | PPA | 12,656 | $1,166 | 12/31/2023 | Carr Financial Group Corp | 11,467 | $1,165 | 03/31/2024 | PPA | 11,467 | $1,165 | 03/31/2024 | American Institute for Advanced Investment Management LLP | 10,925 | $1,110 | 03/31/2024 | PPA | 10,925 | $1,110 | 03/31/2024 | Wambolt & Associates LLC | 11,885 | $1,095 | 12/31/2023 | PPA | 11,885 | $1,095 | 12/31/2023 | Wealthcare Advisory Partners LLC | 10,394 | $1,056 | 03/31/2024 | PPA | 10,394 | $1,056 | 03/31/2024 | Principal Securities Inc. | 11,437 | $1,054 | 12/31/2023 | PPA | 11,437 | $1,054 | 12/31/2023 | Brookstone Capital Management | 10,075 | $1,023 | 03/31/2024 | PPA | 10,075 | $1,023 | 03/31/2024 | Bridge Advisory LLC | 9,687 | $984 | 03/31/2024 | PPA | 9,687 | $984 | 03/31/2024 | TD Waterhouse Canada Inc. | 10,598 | $956 | 12/31/2023 | PPA | 10,598 | $956 | 12/31/2023 | Main Street Financial Solutions LLC | 9,155 | $930 | 03/31/2024 | PPA | 9,155 | $930 | 03/31/2024 | Sowell Financial Services LLC | 10,081 | $929 | 12/31/2023 | PPA | 10,081 | $929 | 12/31/2023 | Prospera Financial Services Inc | 9,725 | $896 | 12/31/2023 | PPA | 9,725 | $896 | 12/31/2023 | Synovus Financial Corp | 9,541 | $880 | 12/31/2023 | PPA | 9,541 | $880 | 12/31/2023 | MGB Wealth Management LLC | 9,489 | $875 | 12/31/2023 | PPA | 9,489 | $875 | 12/31/2023 | Smithbridge Asset Management Inc. DE | 9,179 | $846 | 12/31/2023 | PPA | 9,179 | $846 | 12/31/2023 | Susquehanna International Group LLP | 9,127 | $841 | 12/31/2023 | PPA | 9,127 | $841 | 12/31/2023 | SOA Wealth Advisors LLC. | 8,234 | $836 | 03/31/2024 | PPA | 8,234 | $836 | 03/31/2024 | Citadel Advisors LLC | 8,947 | $825 | 12/31/2023 | PPA | 8,947 | $825 | 12/31/2023 | Wiley BROS. Aintree Capital LLC | 8,075 | $820 | 03/31/2024 | PPA | 8,075 | $820 | 03/31/2024 | Jacobi Capital Management LLC | 8,833 | $814 | 12/31/2023 | PPA | 8,833 | $814 | 12/31/2023 | Lincoln National Corp | 8,760 | $807 | 12/31/2023 | PPA | 8,760 | $807 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 8,730 | $805 | 12/31/2023 | PPA | 8,730 | $805 | 12/31/2023 | Integrated Wealth Concepts LLC | 8,735 | $805 | 12/31/2023 | PPA | 8,735 | $805 | 12/31/2023 | Focus Financial Network Inc. | 8,062 | $791 | 03/31/2024 | PPA | 8,062 | $791 | 03/31/2024 | Mariner LLC | 8,314 | $766 | 12/31/2023 | PPA | 8,314 | $766 | 12/31/2023 | Hazlett Burt & Watson Inc. | 7,213 | $735 | 03/31/2024 | PPA | 7,213 | $735 | 03/31/2024 | Financial Partners Group Inc | 7,873 | $726 | 12/31/2023 | PPA | 7,873 | $726 | 12/31/2023 | CWM LLC | 7,117 | $723 | 03/31/2024 | PPA | 7,117 | $723 | 03/31/2024 | Wedbush Securities Inc. | 7,790 | $718 | 12/31/2023 | PPA | 7,790 | $718 | 12/31/2023 | Moors & Cabot Inc. | 7,636 | $704 | 12/31/2023 | PPA | 7,636 | $704 | 12/31/2023 | Jane Street Group LLC | 7,565 | $697 | 12/31/2023 | PPA | 7,565 | $697 | 12/31/2023 | AlTi Global Inc. | 7,447 | $686 | 12/31/2023 | PPA | 7,447 | $686 | 12/31/2023 | Arkadios Wealth Advisors | 7,129 | $657 | 12/31/2023 | PPA | 7,129 | $657 | 12/31/2023 | PFG Investments LLC | 6,402 | $650 | 03/31/2024 | PPA | 6,402 | $650 | 03/31/2024 | Harbour Investments Inc. | 7,045 | $649 | 12/31/2023 | PPA | 7,045 | $649 | 12/31/2023 | Comerica Bank | 7,000 | $645 | 12/31/2023 | PPA | 7,000 | $645 | 12/31/2023 | Captrust Financial Advisors | 6,958 | $641 | 12/31/2023 | PPA | 6,958 | $641 | 12/31/2023 | Pettinga Financial Advisors LLC | 6,195 | $629 | 03/31/2024 | PPA | 6,195 | $629 | 03/31/2024 | Schmidt P J Investment Management Inc. | 6,146 | $624 | 03/31/2024 | PPA | 6,146 | $624 | 03/31/2024 | Raymond James Trust N.A. | 6,052 | $615 | 03/31/2024 | PPA | 6,052 | $615 | 03/31/2024 | Total Clarity Wealth Management Inc. | 5,933 | $603 | 03/31/2024 | PPA | 5,933 | $603 | 03/31/2024 | Menora Mivtachim Holdings LTD. | 6,500 | $599 | 12/31/2023 | PPA | 6,500 | $599 | 12/31/2023 | Paragon Private Wealth Management LLC | 6,066 | $559 | 12/31/2023 | PPA | 6,066 | $559 | 12/31/2023 | First Heartland Consultants Inc. | 6,046 | $557 | 12/31/2023 | PPA | 6,046 | $557 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 5,461 | $555 | 03/31/2024 | PPA | 5,461 | $555 | 03/31/2024 | LM Advisors LLC | 6,000 | $553 | 12/31/2023 | PPA | 6,000 | $553 | 12/31/2023 | Citigroup Inc. | 5,947 | $548 | 12/31/2023 | PPA | 5,947 | $548 | 12/31/2023 | Strategic Blueprint LLC | 5,340 | $542 | 03/31/2024 | PPA | 5,340 | $542 | 03/31/2024 | M&T Bank Corp | 5,846 | $539 | 12/31/2023 | PPA | 5,846 | $539 | 12/31/2023 | Thrivent Financial for Lutherans | 5,766 | $531 | 12/31/2023 | PPA | 5,766 | $531 | 12/31/2023 | Aspiriant LLC | 5,118 | $520 | 03/31/2024 | PPA | 5,118 | $520 | 03/31/2024 | Centaurus Financial Inc. | 5,609 | $517 | 12/31/2023 | PPA | 5,609 | $517 | 12/31/2023 | ELCO Management Co. LLC | 5,548 | $511 | 12/31/2023 | PPA | 5,548 | $511 | 12/31/2023 | National Wealth Management Group LLC | 5,418 | $499 | 12/31/2023 | PPA | 5,418 | $499 | 12/31/2023 | Capital Investment Advisory Services LLC | 4,865 | $494 | 03/31/2024 | PPA | 4,865 | $494 | 03/31/2024 | KKM Financial LLC | 5,347 | $493 | 12/31/2023 | PPA | 5,347 | $493 | 12/31/2023 | The PNC Financial Services Group Inc. | 5,316 | $490 | 12/31/2023 | PPA | 5,316 | $490 | 12/31/2023 | Hennion & Walsh Asset Management Inc. | 4,805 | $488 | 03/31/2024 | PPA | 4,805 | $488 | 03/31/2024 | Relyea Zuckerberg Hanson LLC | 4,622 | $469 | 03/31/2024 | PPA | 4,622 | $469 | 03/31/2024 | Advisory Services Network LLC | 5,040 | $465 | 12/31/2023 | PPA | 5,040 | $465 | 12/31/2023 | Cresset Asset Management LLC | 5,042 | $465 | 12/31/2023 | PPA | 5,042 | $465 | 12/31/2023 | Ausdal Financial Partners Inc. | 4,484 | $455 | 03/31/2024 | PPA | 4,484 | $455 | 03/31/2024 | GWM Advisors LLC | 4,875 | $449 | 12/31/2023 | PPA | 4,875 | $449 | 12/31/2023 | Merit Financial Group LLC | 4,858 | $448 | 12/31/2023 | PPA | 4,858 | $448 | 12/31/2023 | Sigma Planning Corp | 4,734 | $436 | 12/31/2023 | PPA | 4,734 | $436 | 12/31/2023 | Global Retirement Partners LLC | 4,229 | $430 | 03/31/2024 | PPA | 4,229 | $430 | 03/31/2024 | Prime Capital Investment Advisors LLC | 4,669 | $430 | 12/31/2023 | PPA | 4,669 | $430 | 12/31/2023 | Comprehensive Financial Consultants Institutional Inc. | 4,600 | $424 | 12/31/2023 | PPA | 4,600 | $424 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 4,046 | $411 | 03/31/2024 | PPA | 4,046 | $411 | 03/31/2024 | Assetmark Inc. | 4,374 | $403 | 12/31/2023 | PPA | 4,374 | $403 | 12/31/2023 | Western Financial Corp CA | 3,574 | $363 | 03/31/2024 | PPA | 3,574 | $363 | 03/31/2024 | Tactive Advisors LLC | 3,940 | $363 | 12/31/2023 | PPA | 3,940 | $363 | 12/31/2023 | Dynamic Advisor Solutions LLC | 3,558 | $361 | 03/31/2024 | PPA | 3,558 | $361 | 03/31/2024 | Essex Financial Services Inc. | 3,509 | $356 | 03/31/2024 | PPA | 3,509 | $356 | 03/31/2024 | National Asset Management Inc. | 3,839 | $354 | 12/31/2023 | PPA | 3,839 | $354 | 12/31/2023 | MinichMacGregor Wealth Management LLC | 3,492 | $351 | 03/31/2024 | PPA | 3,492 | $351 | 03/31/2024 | Aurum Wealth Management Group LLC | 3,335 | $339 | 03/31/2024 | PPA | 3,335 | $339 | 03/31/2024 | WBI Investments | 3,640 | $335 | 12/31/2023 | PPA | 3,640 | $335 | 12/31/2023 | Snowden Capital Advisors LLC | 3,563 | $328 | 12/31/2023 | PPA | 3,563 | $328 | 12/31/2023 | Geller Advisors LLC | 3,537 | $326 | 12/31/2023 | PPA | 3,537 | $326 | 12/31/2023 | Jones Financial Companies Lllp | 3,528 | $325 | 12/31/2023 | PPA | 3,528 | $325 | 12/31/2023 | IAM Advisory LLC | 3,174 | $322 | 03/31/2024 | PPA | 3,174 | $322 | 03/31/2024 | NBC Securities Inc. | 3,116 | $316 | 03/31/2024 | PPA | 3,116 | $316 | 03/31/2024 | Bank of Montreal Can | 3,421 | $316 | 12/31/2023 | PPA | 3,421 | $316 | 12/31/2023 | McKinley Carter Wealth Services Inc. | 3,037 | $308 | 03/31/2024 | PPA | 3,037 | $308 | 03/31/2024 | Valmark Advisers Inc. | 3,122 | $288 | 12/31/2023 | PPA | 3,122 | $288 | 12/31/2023 | LVZ Advisors Inc. | 2,773 | $282 | 03/31/2024 | PPA | 2,773 | $282 | 03/31/2024 | FMR LLC | 3,029 | $279 | 12/31/2023 | PPA | 3,029 | $279 | 12/31/2023 | Wolverine Trading LLC | | $276 | 12/31/2023 | Call | 3,000 | $276 | 12/31/2023 | Davies Financial Advisors Inc. | 2,706 | $275 | 03/31/2024 | PPA | 2,706 | $275 | 03/31/2024 | International Assets Investment Management LLC | 2,654 | $267 | 03/31/2024 | PPA | 2,654 | $267 | 03/31/2024 | Two Sigma Investments LP | 2,900 | $267 | 12/31/2023 | PPA | 2,900 | $267 | 12/31/2023 | Aurora Private Wealth Inc. | 2,585 | $263 | 03/31/2024 | PPA | 2,585 | $263 | 03/31/2024 | Divergent Wealth Advisors LLC | 2,817 | $260 | 12/31/2023 | PPA | 2,817 | $260 | 12/31/2023 | True North Advisors LLC | 2,549 | $259 | 03/31/2024 | PPA | 2,549 | $259 | 03/31/2024 | Rollins Financial | 2,806 | $259 | 12/31/2023 | PPA | 2,806 | $259 | 12/31/2023 | Rollins Financial Advisors LLC | 2,806 | $259 | 12/31/2023 | PPA | 2,806 | $259 | 12/31/2023 | Smith Moore & CO. | 2,798 | $258 | 12/31/2023 | PPA | 2,798 | $258 | 12/31/2023 | Creative Planning | 2,792 | $257 | 12/31/2023 | PPA | 2,792 | $257 | 12/31/2023 | Central Valley Advisors LLC | 2,520 | $256 | 03/31/2024 | PPA | 2,520 | $256 | 03/31/2024 | ARQ Wealth Advisors LLC | 2,771 | $255 | 12/31/2023 | PPA | 2,771 | $255 | 12/31/2023 | Kovack Advisors Inc. | 2,486 | $253 | 03/31/2024 | PPA | 2,486 | $253 | 03/31/2024 | Manhattan West Asset Management LLC | 2,748 | $253 | 12/31/2023 | PPA | 2,748 | $253 | 12/31/2023 | Armstrong Advisory Group Inc. | 2,450 | $249 | 03/31/2024 | PPA | 2,450 | $249 | 03/31/2024 | Belvedere Trading LLC | | $249 | 12/31/2023 | Call | 4,300 | $396 | 12/31/2023 | Put | 1,600 | $147 | 12/31/2023 | XML Financial LLC | 2,655 | $245 | 12/31/2023 | PPA | 2,655 | $245 | 12/31/2023 | Mutual Advisors LLC | 2,586 | $238 | 12/31/2023 | PPA | 2,586 | $238 | 12/31/2023 | Compass Ion Advisors LLC | 2,332 | $237 | 03/31/2024 | PPA | 2,332 | $237 | 03/31/2024 | Lion Street Advisors LLC | 2,295 | $233 | 03/31/2024 | PPA | 2,295 | $233 | 03/31/2024 | IFP Advisors Inc | 2,522 | $232 | 12/31/2023 | PPA | 2,522 | $232 | 12/31/2023 | Zacks Investment Management | 2,500 | $230 | 12/31/2023 | PPA | 2,500 | $230 | 12/31/2023 | Kingsview Wealth Management LLC | 2,484 | $229 | 12/31/2023 | PPA | 2,484 | $229 | 12/31/2023 | United Asset Strategies Inc. | 2,073 | $211 | 03/31/2024 | PPA | 2,073 | $211 | 03/31/2024 | Eudaimonia Advisors LLC | 2,040 | $207 | 03/31/2024 | PPA | 2,040 | $207 | 03/31/2024 | Patriot Investment Management Inc. | 2,030 | $206 | 03/31/2024 | PPA | 2,030 | $206 | 03/31/2024 | Quantinno Capital Management LP | 2,211 | $204 | 12/31/2023 | PPA | 2,211 | $204 | 12/31/2023 | Harbor Investment Advisory LLC | 1,975 | $201 | 03/31/2024 | PPA | 1,975 | $201 | 03/31/2024 | Geneos Wealth Management Inc. | 2,180 | $201 | 12/31/2023 | PPA | 2,180 | $201 | 12/31/2023 | Koesten Hirschmann & Crabtree INC. | 2,145 | $198 | 12/31/2023 | PPA | 2,145 | $198 | 12/31/2023 | Naples Money Management LLC | 2,000 | $184 | 12/31/2023 | PPA | 2,000 | $184 | 12/31/2023 | Parallel Advisors LLC | 1,964 | $181 | 12/31/2023 | PPA | 1,964 | $181 | 12/31/2023 | SYM FINANCIAL Corp | 1,950 | $180 | 12/31/2023 | PPA | 1,950 | $180 | 12/31/2023 | VisionPoint Advisory Group LLC | 1,915 | $176 | 12/31/2023 | PPA | 1,915 | $176 | 12/31/2023 | Banque Cantonale Vaudoise | 1,700 | $173 | 03/31/2024 | PPA | 1,700 | $173 | 03/31/2024 | Allworth Financial LP | 1,693 | $172 | 03/31/2024 | PPA | 1,693 | $172 | 03/31/2024 | Coppell Advisory Solutions LLC | 1,832 | $169 | 12/31/2023 | PPA | 1,832 | $169 | 12/31/2023 | Bellevue Asset Management LLC | 1,629 | $165 | 03/31/2024 | PPA | 1,629 | $165 | 03/31/2024 | O Dell Group LLC | 1,734 | $160 | 12/31/2023 | PPA | 1,734 | $160 | 12/31/2023 | Picton Mahoney Asset Management | 1,600 | $147 | 12/31/2023 | PPA | 1,600 | $147 | 12/31/2023 | Glenmede Trust Co. NA | 1,523 | $140 | 12/31/2023 | PPA | 1,523 | $140 | 12/31/2023 | Private Trust Co. NA | 1,123 | $114 | 03/31/2024 | PPA | 1,123 | $114 | 03/31/2024 | Aptus Capital Advisors LLC | 1,190 | $110 | 12/31/2023 | PPA | 1,190 | $110 | 12/31/2023 | Sunbelt Securities Inc. | 942 | $96 | 03/31/2024 | PPA | 942 | $96 | 03/31/2024 | Tradition Wealth Management LLC | 1,042 | $96 | 12/31/2023 | PPA | 1,042 | $96 | 12/31/2023 | Operose Advisors LLC | 1,000 | $92 | 12/31/2023 | PPA | 1,000 | $92 | 12/31/2023 | Spire Wealth Management | 864 | $88 | 03/31/2024 | PPA | 864 | $88 | 03/31/2024 | Tidemark LLC | 956 | $88 | 12/31/2023 | PPA | 956 | $88 | 12/31/2023 | WealthShield Partners LLC | 860 | $87 | 03/31/2024 | PPA | 860 | $87 | 03/31/2024 | ZRC Wealth Management LLC | 848 | $86 | 03/31/2024 | PPA | 848 | $86 | 03/31/2024 | Strategic Investment Solutions Inc. IL | 925 | $85 | 12/31/2023 | PPA | 925 | $85 | 12/31/2023 | Plante Moran Financial Advisors LLC | 845 | $78 | 12/31/2023 | PPA | 845 | $78 | 12/31/2023 | Tyler Stone Wealth Management | 794 | $73 | 12/31/2023 | PPA | 794 | $73 | 12/31/2023 | GPS Wealth Strategies Group LLC | 677 | $62 | 12/31/2023 | PPA | 677 | $62 | 12/31/2023 | Coastal Investment Advisors Inc. | 575 | $58 | 03/31/2024 | PPA | 575 | $58 | 03/31/2024 | Ancora Advisors LLC | 624 | $58 | 12/31/2023 | PPA | 624 | $58 | 12/31/2023 | Huntington National Bank | 600 | $55 | 12/31/2023 | PPA | 600 | $55 | 12/31/2023 | Atlantic Edge Private Wealth Management LLC | 600 | $55 | 12/31/2023 | PPA | 600 | $55 | 12/31/2023 | North Star Investment Management Corp. | 565 | $52 | 12/31/2023 | PPA | 565 | $52 | 12/31/2023 | Westside Investment Management Inc. | 500 | $51 | 03/31/2024 | PPA | 500 | $51 | 03/31/2024 | Simplex Trading LLC | 457 | $46 | 03/31/2024 | PPA | 457 | $46 | 03/31/2024 | Sandy Spring Bank | 500 | $46 | 12/31/2023 | PPA | 500 | $46 | 12/31/2023 | Creekmur Asset Management LLC | 479 | $44 | 12/31/2023 | PPA | 479 | $44 | 12/31/2023 | GAMMA Investing LLC | 425 | $43 | 03/31/2024 | PPA | 425 | $43 | 03/31/2024 | Blair William & Co. IL | 457 | $42 | 12/31/2023 | PPA | 457 | $42 | 12/31/2023 | Signaturefd LLC | 457 | $42 | 12/31/2023 | PPA | 457 | $42 | 12/31/2023 | Clearstead Advisors LLC | 416 | $38 | 12/31/2023 | PPA | 416 | $38 | 12/31/2023 | US Bancorp DE | 402 | $37 | 12/31/2023 | PPA | 402 | $37 | 12/31/2023 | Tower Research Capital LLC TRC | 385 | $35 | 12/31/2023 | PPA | 385 | $35 | 12/31/2023 | Hobbs Group Advisors LLC | 355 | $33 | 12/31/2023 | PPA | 355 | $33 | 12/31/2023 | Financial Freedom LLC | 293 | $30 | 03/31/2024 | PPA | 293 | $30 | 03/31/2024 | Cape Investment Advisory Inc. | 325 | $30 | 12/31/2023 | PPA | 325 | $30 | 12/31/2023 | Beacon Capital Management LLC | 316 | $29 | 12/31/2023 | PPA | 316 | $29 | 12/31/2023 | WFA Asset Management Corp | 251 | $25 | 03/31/2024 | PPA | 251 | $25 | 03/31/2024 | Adirondack Trust Co. | 235 | $24 | 03/31/2024 | PPA | 235 | $24 | 03/31/2024 | Activest Wealth Management | 216 | $22 | 03/31/2024 | PPA | 216 | $22 | 03/31/2024 | Advanced Asset Management Advisors Inc | 202 | $21 | 03/31/2024 | PPA | 202 | $21 | 03/31/2024 | Quadrant Capital Group LLC | 214 | $20 | 12/31/2023 | PPA | 214 | $20 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 165 | $17 | 03/31/2024 | PPA | 165 | $17 | 03/31/2024 | FinTrust Capital Advisors LLC | 185 | $17 | 12/31/2023 | PPA | 185 | $17 | 12/31/2023 | First Command Advisory Services Inc. | 188 | $17 | 12/31/2023 | PPA | 188 | $17 | 12/31/2023 | McClarren Financial Advisors Inc. | 175 | $16 | 12/31/2023 | PPA | 175 | $16 | 12/31/2023 | Whittier Trust Co. | 140 | $13 | 12/31/2023 | PPA | 140 | $13 | 12/31/2023 | Glassman Wealth Services | 133 | $12 | 12/31/2023 | PPA | 133 | $12 | 12/31/2023 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 125 | $11 | 12/31/2023 | PPA | 125 | $11 | 12/31/2023 | GHP Investment Advisors Inc. | 100 | $10 | 03/31/2024 | PPA | 100 | $10 | 03/31/2024 | PSI Advisors LLC | 101 | $10 | 03/31/2024 | PPA | 101 | $10 | 03/31/2024 | South State CORP. | 105 | $10 | 12/31/2023 | PPA | 105 | $10 | 12/31/2023 | Larson Financial Group LLC | 107 | $10 | 12/31/2023 | PPA | 107 | $10 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 112 | $10 | 12/31/2023 | PPA | 112 | $10 | 12/31/2023 | Game Plan Financial Advisors LLC | 93 | $9 | 03/31/2024 | PPA | 93 | $9 | 03/31/2024 | Hoey Investments Inc. | 101 | $9 | 12/31/2023 | PPA | 101 | $9 | 12/31/2023 | FSA Wealth Management LLC | 100 | $9 | 12/31/2023 | PPA | 100 | $9 | 12/31/2023 | JDM Financial Group LLC | 101 | $9 | 12/31/2023 | PPA | 101 | $9 | 12/31/2023 | New England Capital Financial Advisors LLC | 101 | $9 | 12/31/2023 | PPA | 101 | $9 | 12/31/2023 | City Holding Co. | 83 | $8 | 03/31/2024 | PPA | 83 | $8 | 03/31/2024 | Wolff Wiese Magana LLC | 60 | $6 | 03/31/2024 | PPA | 60 | $6 | 03/31/2024 | Northwest Financial Advisors | 66 | $6 | 12/31/2023 | PPA | 66 | $6 | 12/31/2023 | Rosenberg Matthew Hamilton | 49 | $5 | 03/31/2024 | PPA | 49 | $5 | 03/31/2024 | Ulland Investment Advisors LLC | 49 | $5 | 03/31/2024 | PPA | 49 | $5 | 03/31/2024 | Van ECK Associates Corp | 51 | $5 | 12/31/2023 | PPA | 51 | $5 | 12/31/2023 | Y.D. More Investments Ltd | 50 | $5 | 12/31/2023 | PPA | 50 | $5 | 12/31/2023 | ICA Group Wealth Management LLC | 55 | $5 | 12/31/2023 | PPA | 55 | $5 | 12/31/2023 | Smartleaf Asset Management LLC | 50 | $5 | 12/31/2023 | PPA | 50 | $5 | 12/31/2023 | O Shaughnessy Asset Management LLC | 41 | $4 | 12/31/2023 | PPA | 41 | $4 | 12/31/2023 | Avion Wealth | 24 | $2 | 12/31/2023 | PPA | 24 | $2 | 12/31/2023 | ORG Partners LLC | 20 | $2 | 12/31/2023 | PPA | 20 | $2 | 12/31/2023 | Cullen Frost Bankers Inc. | 13 | $1 | 12/31/2023 | PPA | 13 | $1 | 12/31/2023 | Gradient Investments LLC | 0 | $0 | 03/31/2024 | PPA | 0 | $0 | 03/31/2024 | Castleview Partners LLC | 3 | $0 | 12/31/2023 | PPA | 3 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PPA
See Details: Top 10 Hedge Funds Holding PPA
Also See: PPA Holdings Changes
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