 |
|
|
This page summarizes the PAVE holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether PAVE is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing PAVE Share Count |
|---|
| Ronald Blue Trust Inc. |
17 |
308 |
+291 |
+1711.76% |
| IAM Advisory LLC |
6,175 |
80,583 |
+74,408 |
+1204.99% |
| Interactive Financial Advisors |
2,044 |
15,874 |
+13,830 |
+676.61% |
| U S Global Investors Inc. |
1,000 |
7,600 |
+6,600 |
+660.00% |
| Wsfs Capital Management LLC |
6,417 |
36,264 |
+29,847 |
+465.12% |
| Richardson Capital Management LLC |
187 |
977 |
+790 |
+422.46% |
| Mirae Asset Global Investments Co. Ltd. |
136,000 |
430,183 |
+294,183 |
+216.31% |
| Simplicity Wealth LLC |
6,859 |
17,619 |
+10,760 |
+156.87% |
| Sigma Planning Corp |
12,377 |
27,198 |
+14,821 |
+119.75% |
| Tsfg LLC |
15,587 |
32,275 |
+16,688 |
+107.06% |
| Register Financial Advisors LLC |
1,008 |
1,841 |
+833 |
+82.64% |
| Benjamin F. Edwards & Company Inc. |
10,497 |
18,314 |
+7,817 |
+74.47% |
| Bensler LLC |
366,792 |
606,393 |
+239,601 |
+65.32% |
| Clear Creek Financial Management LLC |
20,935 |
34,087 |
+13,152 |
+62.82% |
| Apollon Wealth Management LLC |
11,188 |
17,282 |
+6,094 |
+54.47% |
| Werba Rubin Papier Wealth Management |
9,001 |
13,569 |
+4,568 |
+50.75% |
| Coastal Investment Advisors Inc. |
13,586 |
20,442 |
+6,856 |
+50.46% |
| WealthBridge Capital Management LLC |
21,532 |
31,477 |
+9,945 |
+46.19% |
| Beacon Financial Advisory LLC |
14,840 |
21,102 |
+6,262 |
+42.20% |
| Wealthcare Advisory Partners LLC |
18,093 |
25,433 |
+7,340 |
+40.57% |
| Private Trust Co. NA |
13,148 |
18,363 |
+5,215 |
+39.66% |
| Bank of New York Mellon Corp |
7,322 |
10,213 |
+2,891 |
+39.48% |
| Essex Financial Services Inc. |
25,935 |
33,571 |
+7,636 |
+29.44% |
| RFG Advisory LLC |
6,420 |
8,298 |
+1,878 |
+29.25% |
| Pinnacle Bank |
134 |
171 |
+37 |
+27.61% |
| Lincoln National Corp |
18,857 |
24,060 |
+5,203 |
+27.59% |
| Capital Advisors Ltd. LLC |
27,161 |
34,108 |
+6,947 |
+25.58% |
| Hazlett Burt & Watson Inc. |
18,370 |
22,992 |
+4,622 |
+25.16% |
| Larson Financial Group LLC |
93 |
116 |
+23 |
+24.73% |
| STA Wealth Management LLC |
12,090 |
14,945 |
+2,855 |
+23.61% |
| Ogorek Anthony Joseph NY ADV |
242,461 |
298,217 |
+55,756 |
+23.00% |
| Creative Financial Designs Inc. ADV |
2,857 |
3,475 |
+618 |
+21.63% |
| Harbor Investment Advisory LLC |
20,169 |
24,463 |
+4,294 |
+21.29% |
| Capital Investment Advisory Services LLC |
867 |
1,044 |
+177 |
+20.42% |
| Venturi Wealth Management LLC |
1,740 |
2,094 |
+354 |
+20.34% |
| Trust Co. of Vermont |
380 |
455 |
+75 |
+19.74% |
| Financial Advocates Investment Management |
201,382 |
240,146 |
+38,764 |
+19.25% |
| Whalen Wealth Management Inc. |
7,562 |
8,957 |
+1,395 |
+18.45% |
| Bogart Wealth LLC |
327 |
385 |
+58 |
+17.74% |
| Meitav Dash Investments Ltd. |
2,104,227 |
2,454,227 |
+350,000 |
+16.63% |
| Perigon Wealth Management LLC |
25,255 |
29,124 |
+3,869 |
+15.32% |
| Wealthfront Advisers LLC |
26,589 |
30,604 |
+4,015 |
+15.10% |
| Jmac Enterprises LLC |
230,723 |
265,076 |
+34,353 |
+14.89% |
| Consolidated Planning Corp |
61,351 |
70,403 |
+9,052 |
+14.75% |
| Kraematon Investment Advisors Inc. |
24,830 |
28,275 |
+3,445 |
+13.87% |
| O ROURKE & COMPANY Inc |
27,200 |
30,850 |
+3,650 |
+13.42% |
| Key Client Fiduciary Advisors LLC |
18,911 |
21,296 |
+2,385 |
+12.61% |
| Cambridge Investment Research Advisors Inc. |
230,916 |
259,080 |
+28,164 |
+12.20% |
| Cooper Financial Group |
342,033 |
381,711 |
+39,678 |
+11.60% |
| GenTrust LLC |
1,238,462 |
1,376,700 |
+138,238 |
+11.16% |
| Nations Financial Group Inc. IA ADV |
46,505 |
51,340 |
+4,835 |
+10.40% |
| NBC Securities Inc. |
17,819 |
19,549 |
+1,730 |
+9.71% |
| MGO Private Wealth LLC |
87,662 |
96,141 |
+8,479 |
+9.67% |
| DAVENPORT & Co LLC |
10,899 |
11,854 |
+955 |
+8.76% |
| Zimmermann Investment Management & Planning LLC |
148,187 |
160,706 |
+12,519 |
+8.45% |
| Pinnacle Associates Ltd. |
7,170 |
7,670 |
+500 |
+6.97% |
| Wealth Enhancement Advisory Services LLC |
43,459 |
46,387 |
+2,928 |
+6.74% |
| AdvisorNet Financial Inc |
2,600 |
2,766 |
+166 |
+6.38% |
| Financial Freedom LLC |
33,305 |
35,414 |
+2,109 |
+6.33% |
| Total Clarity Wealth Management Inc. |
9,085 |
9,645 |
+560 |
+6.16% |
| Summit Financial Group Inc. |
54,130 |
57,280 |
+3,150 |
+5.82% |
| Mutual Advisors LLC |
10,183 |
10,757 |
+574 |
+5.64% |
| ARS Investment Partners LLC |
43,209 |
45,472 |
+2,263 |
+5.24% |
| Raymond James & Associates |
497,134 |
521,070 |
+23,936 |
+4.81% |
| International Assets Investment Management LLC |
8,488 |
8,891 |
+403 |
+4.75% |
| Stratos Wealth Partners LTD. |
455,722 |
475,240 |
+19,518 |
+4.28% |
| Stratos Wealth Advisors LLC |
68,341 |
71,240 |
+2,899 |
+4.24% |
| Strategy Asset Managers LLC |
19,622 |
20,434 |
+812 |
+4.14% |
| Commonwealth Equity Services LLC |
1,041,895 |
1,082,011 |
+40,116 |
+3.85% |
| Proequities Inc. |
4,159 |
4,298 |
+139 |
+3.34% |
| Western Wealth Management LLC |
67,256 |
69,364 |
+2,108 |
+3.13% |
| Ausdal Financial Partners Inc. |
69,065 |
70,959 |
+1,894 |
+2.74% |
| Joel Isaacson & Co. LLC |
32,286 |
32,947 |
+661 |
+2.05% |
| Peddock Capital Advisors LLC |
82,969 |
84,652 |
+1,683 |
+2.03% |
| Raymond James Financial Services Advisors Inc. |
1,235,068 |
1,252,698 |
+17,630 |
+1.43% |
| Cary Street Partners Investment Advisory LLC |
34,024 |
34,488 |
+464 |
+1.36% |
| Pinnacle Wealth Management Group Inc. |
58,335 |
59,096 |
+761 |
+1.30% |
| Signaturefd LLC |
2,928 |
2,954 |
+26 |
+0.89% |
| American Institute for Advanced Investment Management LLP |
43,645 |
43,969 |
+324 |
+0.74% |
| Claro Advisors LLC |
14,163 |
14,265 |
+102 |
+0.72% |
| Sage Mountain Advisors LLC |
16,528 |
16,631 |
+103 |
+0.62% |
| Bellevue Asset Management LLC |
202 |
203 |
+1 |
+0.50% |
| Conservest Capital Advisors Inc. |
11,055 |
11,107 |
+52 |
+0.47% |
| GSG Advisors LLC |
7,660 |
7,696 |
+36 |
+0.47% |
| Grandview Asset Management LLC |
7,885 |
7,921 |
+36 |
+0.46% |
| Financial Advisory Service Inc. |
5,789 |
5,815 |
+26 |
+0.45% |
| Sunbelt Securities Inc. |
698 |
700 |
+2 |
+0.29% |
| Arkadios Wealth Advisors |
10,874 |
10,902 |
+28 |
+0.26% |
| Evolution Wealth Advisors LLC |
779,825 |
781,156 |
+1,331 |
+0.17% |
| Riggs Asset Managment Co. Inc. |
445,226 |
445,815 |
+589 |
+0.13% |
| Ellis Investment Partners LLC |
22,017 |
22,042 |
+25 |
+0.11% |
| Cookson Peirce & Co. Inc. |
28,991 |
29,014 |
+23 |
+0.08% |
| Archford Capital Strategies LLC |
6,772 |
6,773 |
+1 |
+0.01% |
| CVA Family Office LLC |
40,085 |
40,086 |
+1 |
+0.00% |
| 13F Filers Reporting New Positions In PAVE |
|---|
| Activest Wealth Management |
0 |
0 |
UNCH |
100% |
| Wiley BROS. Aintree Capital LLC |
0 |
30,189 |
+30,189 |
+100% |
| UMB Bank N A MO |
0 |
1,577 |
+1,577 |
+100% |
| Financial Counselors Inc. |
0 |
6,771 |
+6,771 |
+100% |
| Pekin Hardy Strauss Inc. |
0 |
10,160 |
+10,160 |
+100% |
| Fulton Breakefield Broenniman LLC |
0 |
5,092 |
+5,092 |
+100% |
| First Interstate Bank |
0 |
651,479 |
+651,479 |
+100% |
| Principal Financial Group Inc. |
0 |
2,590,000 |
+2,590,000 |
+100% |
| BKD Wealth Advisors LLC |
0 |
13,828 |
+13,828 |
+100% |
| Financial Sense Advisors Inc. |
0 |
7,373 |
+7,373 |
+100% |
| YHB Investment Advisors Inc. |
0 |
225 |
+225 |
+100% |
| Wright Fund Managment LLC |
0 |
8,918 |
+8,918 |
+100% |
| Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management |
0 |
509,000 |
+509,000 |
+100% |
| Dynamic Advisor Solutions LLC |
0 |
6,593 |
+6,593 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
6,594 |
+6,594 |
+100% |
| Trinity Wealth Management LLC |
0 |
106,404 |
+106,404 |
+100% |
| Farmers & Merchants Trust Co of Chambersburg PA |
0 |
189 |
+189 |
+100% |
| Synergy Financial Management LLC |
0 |
91,856 |
+91,856 |
+100% |
| Global Trust Asset Management LLC |
0 |
450 |
+450 |
+100% |
| MONECO Advisors LLC |
0 |
36,538 |
+36,538 |
+100% |
| Secure Asset Management LLC |
0 |
9,946 |
+9,946 |
+100% |
| Steel Peak Wealth Management LLC |
0 |
26,960 |
+26,960 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
215 |
+215 |
+100% |
| HighMark Wealth Management LLC |
0 |
0 |
UNCH |
100% |
| Asio Capital LLC |
0 |
53,106 |
+53,106 |
+100% |
| Berger Financial Group Inc |
0 |
5,397 |
+5,397 |
+100% |
| RWM Asset Management LLC |
0 |
5,628 |
+5,628 |
+100% |
| Sandbox Financial Partners LLC |
0 |
6,051 |
+6,051 |
+100% |
| NorthCrest Asset Manangement LLC |
0 |
68,730 |
+68,730 |
+100% |
| Eagle Strategies LLC |
0 |
83,651 |
+83,651 |
+100% |
| SFG Wealth Management LLC. |
0 |
6,880 |
+6,880 |
+100% |
| Security Financial Services INC. |
0 |
34,310 |
+34,310 |
+100% |
| Warner Financial Inc. |
0 |
7,641 |
+7,641 |
+100% |
| Glass Jacobson Investment Advisors llc |
0 |
148 |
+148 |
+100% |
| PFG Investments LLC |
0 |
14,711 |
+14,711 |
+100% |
| Unique Wealth Strategies LLC |
0 |
6,461 |
+6,461 |
+100% |
| Focus Financial Network Inc. |
0 |
33,743 |
+33,743 |
+100% |
| Apollon Financial LLC |
0 |
5,032 |
+5,032 |
+100% |
| Embree Financial Group |
0 |
5,240 |
+5,240 |
+100% |
| Diversify Advisory Services LLC |
0 |
25,802 |
+25,802 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Fifth Third Bancorp |
200 |
200 |
UNCH |
0.00% |
| Huntington National Bank |
232 |
232 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
17 |
17 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
10 |
10 |
UNCH |
0.00% |
| Advisors Management Group Inc. ADV |
8,482 |
8,482 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
50 |
50 |
UNCH |
0.00% |
| NBT Bank N A NY |
2 |
2 |
UNCH |
0.00% |
| Whittier Trust Co. |
9,189 |
9,189 |
UNCH |
0.00% |
| Hollencrest Capital Management |
1,000 |
1,000 |
UNCH |
0.00% |
| First United Bank Trust |
1,565 |
1,565 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
64 |
64 |
UNCH |
0.00% |
| Whittier Trust Co. of Nevada Inc. |
4,110 |
4,110 |
UNCH |
0.00% |
| BOK Financial Private Wealth Inc. |
500 |
500 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
75 |
75 |
UNCH |
0.00% |
| Harel Insurance Investments & Financial Services Ltd. |
6,833,801 |
6,833,801 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
26 |
26 |
UNCH |
0.00% |
| Mechanics Bank Trust Department |
10,575 |
10,575 |
UNCH |
0.00% |
| Wellington Shields Capital Management LLC |
19,875 |
19,875 |
UNCH |
0.00% |
| MCF Advisors LLC |
420 |
420 |
UNCH |
0.00% |
| CAPROCK Group Inc. |
11,792 |
11,792 |
UNCH |
0.00% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD |
478,564 |
478,564 |
UNCH |
0.00% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD |
170,896 |
170,896 |
UNCH |
0.00% |
| Capital Insight Partners LLC |
6,209 |
6,209 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
120 |
120 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
1,054 |
1,054 |
UNCH |
0.00% |
| Avondale Wealth Management |
8,158 |
8,158 |
UNCH |
0.00% |
| Pflug Koory LLC |
50 |
50 |
UNCH |
0.00% |
| Retirement Group LLC |
105 |
105 |
UNCH |
0.00% |
| Salomon & Ludwin LLC |
915 |
915 |
UNCH |
0.00% |
| Lindbrook Capital LLC |
7,072 |
7,072 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
195 |
195 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
162,325 |
162,325 |
UNCH |
0.00% |
| Key Financial Inc |
106 |
106 |
UNCH |
0.00% |
| Hexagon Capital Partners LLC |
1 |
1 |
UNCH |
0.00% |
| Bank of New Hampshire |
800 |
800 |
UNCH |
0.00% |
| Householder Group Estate & Retirement Specialist LLC |
216 |
216 |
UNCH |
0.00% |
| Wealthspan Partners LLC |
8,461 |
8,461 |
UNCH |
0.00% |
| Autumn Glory Partners LLC |
31,528 |
31,528 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
95 |
95 |
UNCH |
0.00% |
| Channel Wealth LLC |
6,973 |
6,973 |
UNCH |
0.00% |
| PFS Partners LLC |
218 |
218 |
UNCH |
0.00% |
| 1858 Wealth Management LLC |
6,245 |
6,245 |
UNCH |
0.00% |
| Planning Capital Management Corp |
1,179 |
1,179 |
UNCH |
0.00% |
| American Capital Advisory LLC |
3 |
3 |
UNCH |
0.00% |
| Ashton Thomas Private Wealth LLC |
6,515 |
6,515 |
UNCH |
0.00% |
| 13F Filers Decreasing PAVE Share Count |
|---|
| Advisor Resource Council |
149,992 |
28,094 |
-121,898 |
-81.27% |
| Atticus Wealth Management LLC |
395 |
150 |
-245 |
-62.03% |
| RSM US Wealth Management LLC |
26,546 |
11,095 |
-15,451 |
-58.20% |
| Altus Wealth Group LLC |
19,547 |
8,650 |
-10,897 |
-55.75% |
| BNP Paribas Arbitrage SA |
12,947 |
7,031 |
-5,916 |
-45.69% |
| Ferguson Wellman Capital Management Inc. |
21,610 |
12,489 |
-9,121 |
-42.21% |
| RiverFront Investment Group LLC |
9,220 |
5,459 |
-3,761 |
-40.79% |
| REDW Wealth LLC |
99,210 |
64,623 |
-34,587 |
-34.86% |
| Van ECK Associates Corp |
95,421 |
67,571 |
-27,850 |
-29.19% |
| Powell Investment Advisors LLC |
57,431 |
41,010 |
-16,421 |
-28.59% |
| Elevated Capital Advisors LLC |
12,627 |
9,091 |
-3,536 |
-28.00% |
| TAP Consulting LLC |
52,893 |
38,876 |
-14,017 |
-26.50% |
| Janney Montgomery Scott LLC |
111,126 |
81,804 |
-29,322 |
-26.39% |
| Fifth Third Securities Inc. |
73,861 |
54,801 |
-19,060 |
-25.81% |
| M&R Capital Management Inc. |
450 |
350 |
-100 |
-22.22% |
| Good Life Advisors LLC |
10,111 |
8,015 |
-2,096 |
-20.73% |
| CWM LLC |
430,709 |
342,369 |
-88,340 |
-20.51% |
| Peoples Bank KS |
5,510 |
4,385 |
-1,125 |
-20.42% |
| Allworth Financial LP |
133,165 |
106,655 |
-26,510 |
-19.91% |
| Congress Wealth Management LLC DE |
2,956,322 |
2,408,055 |
-548,267 |
-18.55% |
| Consolidated Portfolio Review Corp |
11,708 |
9,579 |
-2,129 |
-18.18% |
| Castle Wealth Management LLC |
19,403 |
16,018 |
-3,385 |
-17.45% |
| Kestra Private Wealth Services LLC |
17,483 |
14,647 |
-2,836 |
-16.22% |
| Private Advisor Group LLC |
351,190 |
294,996 |
-56,194 |
-16.00% |
| Flagship Harbor Advisors LLC |
21,592 |
18,290 |
-3,302 |
-15.29% |
| WealthCare Investment Partners LLC |
28,854 |
24,703 |
-4,151 |
-14.39% |
| Global Retirement Partners LLC |
9,094 |
7,918 |
-1,176 |
-12.93% |
| Spire Wealth Management |
11,616 |
10,183 |
-1,433 |
-12.34% |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors |
7,389 |
6,545 |
-844 |
-11.42% |
| Raymond James Trust N.A. |
18,734 |
16,737 |
-1,997 |
-10.66% |
| Systelligence LLC |
138,022 |
124,189 |
-13,833 |
-10.02% |
| Csenge Advisory Group |
31,855 |
28,896 |
-2,959 |
-9.29% |
| Strategic Advisors LLC |
49,589 |
45,432 |
-4,157 |
-8.38% |
| Arvest Investments Inc. |
50,015 |
46,189 |
-3,826 |
-7.65% |
| Swisher Financial Concepts Inc. |
13,072 |
12,073 |
-999 |
-7.64% |
| CIC Wealth LLC |
40,760 |
37,686 |
-3,074 |
-7.54% |
| Sharkey Howes & Javer |
262,852 |
243,968 |
-18,884 |
-7.18% |
| Verdence Capital Advisors LLC |
7,011 |
6,509 |
-502 |
-7.16% |
| Capital Asset Advisory Services LLC |
9,967 |
9,308 |
-659 |
-6.61% |
| Park Avenue Securities LLC |
78,617 |
74,165 |
-4,452 |
-5.66% |
| Congress Asset Management Co. MA |
81,326 |
76,739 |
-4,587 |
-5.64% |
| Accel Wealth Management |
18,330 |
17,407 |
-923 |
-5.04% |
| Kingswood Wealth Advisors LLC |
30,716 |
29,279 |
-1,437 |
-4.68% |
| Investment Partners Asset Management Inc. |
12,988 |
12,476 |
-512 |
-3.94% |
| Eagle Wealth Strategies LLC |
12,127 |
11,659 |
-468 |
-3.86% |
| Sequoia Financial Advisors LLC |
20,099 |
19,326 |
-773 |
-3.85% |
| Means Investment CO. Inc. |
7,491 |
7,254 |
-237 |
-3.16% |
| Concord Wealth Partners |
3,628 |
3,524 |
-104 |
-2.87% |
| Purus Wealth Management LLC |
8,776 |
8,532 |
-244 |
-2.78% |
| Cornerstone Wealth Management LLC |
13,074 |
12,716 |
-358 |
-2.74% |
| Clarus Group Inc. |
198,837 |
193,857 |
-4,980 |
-2.50% |
| McMahon Financial Advisors LLC |
345,685 |
337,809 |
-7,876 |
-2.28% |
| Diversified LLC |
13,725 |
13,435 |
-290 |
-2.11% |
| Avitas Wealth Management LLC |
7,954 |
7,787 |
-167 |
-2.10% |
| WealthShield Partners LLC |
49 |
48 |
-1 |
-2.04% |
| Valley National Advisers Inc. |
8,032 |
7,882 |
-150 |
-1.87% |
| Brookstone Capital Management |
25,750 |
25,289 |
-461 |
-1.79% |
| Bank Hapoalim BM |
405,014 |
397,822 |
-7,192 |
-1.78% |
| Macroview Investment Management LLC |
2,652 |
2,610 |
-42 |
-1.58% |
| Geneos Wealth Management Inc. |
17,467 |
17,203 |
-264 |
-1.51% |
| Triumph Capital Management |
9,518 |
9,374 |
-144 |
-1.51% |
| CX Institutional |
119,747 |
118,264 |
-1,483 |
-1.24% |
| All Season Financial Advisors Inc. |
15,036 |
14,852 |
-184 |
-1.22% |
| Dumont & Blake Investment Advisors LLC |
31,548 |
31,205 |
-343 |
-1.09% |
| KWB Wealth |
51,817 |
51,368 |
-449 |
-0.87% |
| WBH Advisory Inc. |
36,805 |
36,501 |
-304 |
-0.83% |
| Princeton Global Asset Management LLC |
14,879 |
14,795 |
-84 |
-0.56% |
| Acorn Wealth Advisors LLC |
12,082 |
12,019 |
-63 |
-0.52% |
| Vishria Bird Financial Group LLC |
315,780 |
314,632 |
-1,148 |
-0.36% |
| Royal Harbor Partners LLC |
201,345 |
201,130 |
-215 |
-0.11% |
| GPS Wealth Strategies Group LLC |
13,344 |
13,342 |
-2 |
-0.01% |
| 13F Filers Exiting PAVE |
|---|
| Halpern Financial Inc. |
541 |
0 |
-541 |
-100.00% |
| Centurion Wealth Management LLC |
9,873 |
0 |
-9,873 |
-100.00% |
| PCG Wealth Advisors LLC |
21,714 |
0 |
-21,714 |
-100.00% |
| Cordant Inc. |
9 |
0 |
-9 |
-100.00% |
| Tennessee Valley Asset Management Partners |
239 |
0 |
-239 |
-100.00% |
| SlateStone Wealth LLC |
6,233 |
0 |
-6,233 |
-100.00% |
| Kovack Advisors Inc. |
8,355 |
0 |
-8,355 |
-100.00% |
| Bfsg LLC |
430 |
0 |
-430 |
-100.00% |
| Meridian Wealth Management LLC |
68,651 |
0 |
-68,651 |
-100.00% |
| Omnia Family Wealth LLC |
166,506 |
0 |
-166,506 |
-100.00% |
| Moisand Fitzgerald Tamayo LLC |
400 |
0 |
-400 |
-100.00% |
| Alpha Cubed Investments LLC |
7,400 |
0 |
-7,400 |
-100.00% |
| Gradient Investments LLC |
25 |
0 |
-25 |
-100.00% |
| Cutler Group LP |
300 |
0 |
-300 |
-100.00% |
| Capital Management Associates NY |
16,525 |
0 |
-16,525 |
-100.00% |
See Summary: Institutional Holders of PAVE
See Details: Top 10 Hedge Funds Holding PAVE
|
|
