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This page summarizes the PCY 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 PCY 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 PCY Share Count |
|---|
| Concord Wealth Partners |
86 |
4,844 |
+4,758 |
+5532.56% |
| CWM LLC |
356 |
1,175 |
+819 |
+230.06% |
| SeaCrest Wealth Management LLC |
25,343 |
67,288 |
+41,945 |
+165.51% |
| Householder Group Estate & Retirement Specialist LLC |
221 |
503 |
+282 |
+127.60% |
| Proquility Private Wealth Partners LLC |
10,501 |
13,815 |
+3,314 |
+31.56% |
| Allworth Financial LP |
977 |
1,238 |
+261 |
+26.71% |
| Simplicity Wealth LLC |
22,015 |
27,387 |
+5,372 |
+24.40% |
| OneAscent Financial Services LLC |
17,123 |
21,226 |
+4,103 |
+23.96% |
| Boyd Watterson Asset Management LLC OH |
1,474 |
1,665 |
+191 |
+12.96% |
| Bank of New York Mellon Corp |
335,420 |
372,816 |
+37,396 |
+11.15% |
| Endowment Wealth Management Inc. |
27,208 |
29,569 |
+2,361 |
+8.68% |
| Cambridge Investment Research Advisors Inc. |
33,524 |
36,287 |
+2,763 |
+8.24% |
| Financial & Tax Architects LLC |
662,146 |
713,763 |
+51,617 |
+7.80% |
| Fifth Third Bancorp |
88,679 |
94,801 |
+6,122 |
+6.90% |
| RFG Advisory LLC |
70,845 |
75,512 |
+4,667 |
+6.59% |
| Raymond James Financial Services Advisors Inc. |
223,628 |
237,100 |
+13,472 |
+6.02% |
| Commonwealth Equity Services LLC |
66,495 |
69,705 |
+3,210 |
+4.83% |
| Legacy Wealth Asset Management LLC |
34,835 |
35,786 |
+951 |
+2.73% |
| Cornerstone Planning Group LLC |
38 |
39 |
+1 |
+2.63% |
| Raymond James & Associates |
122,024 |
124,624 |
+2,600 |
+2.13% |
| Security Financial Services INC. |
11,116 |
11,347 |
+231 |
+2.08% |
| Rise Advisors LLC |
578 |
588 |
+10 |
+1.73% |
| SOA Wealth Advisors LLC. |
1,099 |
1,117 |
+18 |
+1.64% |
| Blair William & Co. IL |
6,750 |
6,819 |
+69 |
+1.02% |
| Omega Financial Group LLC |
119,867 |
121,057 |
+1,190 |
+0.99% |
| Wealthfront Advisers LLC |
337,882 |
340,692 |
+2,810 |
+0.83% |
| Trilogy Capital Inc. |
299,010 |
301,000 |
+1,990 |
+0.67% |
| Sowell Financial Services LLC |
29,320 |
29,511 |
+191 |
+0.65% |
| 13F Filers Reporting New Positions In PCY |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Caldwell Sutter Capital Inc. |
0 |
315 |
+315 |
+100% |
| Motco |
0 |
182 |
+182 |
+100% |
| Sigma Planning Corp |
0 |
11,827 |
+11,827 |
+100% |
| Mather Group LLC. |
0 |
1 |
+1 |
+100% |
| Financial Advisory Service Inc. |
0 |
40 |
+40 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
91 |
+91 |
+100% |
| Peninsula Wealth LLC |
0 |
224,859 |
+224,859 |
+100% |
| Wagner Wealth Management LLC |
0 |
64 |
+64 |
+100% |
| Stewardship Advisors LLC |
0 |
322,680 |
+322,680 |
+100% |
| Apollon Wealth Management LLC |
0 |
1,338,620 |
+1,338,620 |
+100% |
| Aspire Private Capital LLC |
0 |
29 |
+29 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
581 |
+581 |
+100% |
| Auour Investments LLC |
0 |
10,471 |
+10,471 |
+100% |
| MTM Investment Management LLC |
0 |
65 |
+65 |
+100% |
| Revisor Wealth Management LLC |
0 |
19,183 |
+19,183 |
+100% |
| Prosperity Consulting Group LLC |
0 |
74,286 |
+74,286 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Huntington National Bank |
300 |
300 |
UNCH |
0.00% |
| Valley National Advisers Inc. |
521 |
521 |
UNCH |
0.00% |
| Barrett & Company Inc. |
50 |
50 |
UNCH |
0.00% |
| Optimum Investment Advisors |
1,314 |
1,314 |
UNCH |
0.00% |
| First Community Trust NA |
1,500 |
1,500 |
UNCH |
0.00% |
| BNP Paribas Arbitrage SA |
3,472 |
3,472 |
UNCH |
0.00% |
| Central Bank & Trust Co. |
2,836 |
2,836 |
UNCH |
0.00% |
| AdvisorNet Financial Inc |
901 |
901 |
UNCH |
0.00% |
| Benjamin F. Edwards & Company Inc. |
1,303 |
1,303 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
752 |
752 |
UNCH |
0.00% |
| Sage Advisory Services Ltd.Co. |
28,705 |
28,705 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
198 |
198 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
62 |
62 |
UNCH |
0.00% |
| Clear Investment Research LLC |
4 |
4 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
170 |
170 |
UNCH |
0.00% |
| Salomon & Ludwin LLC |
391 |
391 |
UNCH |
0.00% |
| PSI Advisors LLC |
23 |
23 |
UNCH |
0.00% |
| Tsfg LLC |
330 |
330 |
UNCH |
0.00% |
| Key Financial Inc |
300 |
300 |
UNCH |
0.00% |
| Archer Investment Corp |
308 |
308 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
348 |
348 |
UNCH |
0.00% |
| City State Bank |
10,250 |
10,250 |
UNCH |
0.00% |
| FSC Wealth Advisors LLC |
1 |
1 |
UNCH |
0.00% |
| LGT Financial Advisors LLC |
1,937 |
1,937 |
UNCH |
0.00% |
| Winthrop Capital Management LLC |
1,472 |
1,472 |
UNCH |
0.00% |
| 13F Filers Decreasing PCY Share Count |
|---|
| Sunbelt Securities Inc. |
500 |
5 |
-495 |
-99.00% |
| Capital Investment Advisory Services LLC |
55 |
7 |
-48 |
-87.27% |
| Worth Asset Management LLC |
54,166 |
15,520 |
-38,646 |
-71.35% |
| Sound Stewardship LLC |
30,324 |
11,716 |
-18,608 |
-61.36% |
| Venturi Wealth Management LLC |
105 |
56 |
-49 |
-46.67% |
| Private Ocean LLC |
295,298 |
158,932 |
-136,366 |
-46.18% |
| Ronald Blue Trust Inc. |
158 |
94 |
-64 |
-40.51% |
| Global Retirement Partners LLC |
990 |
657 |
-333 |
-33.64% |
| Sound Income Strategies LLC |
8,188 |
5,893 |
-2,295 |
-28.03% |
| Probity Advisors Inc. |
259,820 |
217,648 |
-42,172 |
-16.23% |
| Annex Advisory Services LLC |
36,832 |
33,821 |
-3,011 |
-8.17% |
| Friedenthal Financial |
16,705 |
15,781 |
-924 |
-5.53% |
| C2C Wealth Management LLC |
10,754 |
10,265 |
-489 |
-4.55% |
| Rosenberg Matthew Hamilton |
11,915 |
11,388 |
-527 |
-4.42% |
| Alliance Wealth Management Group |
235,049 |
224,859 |
-10,190 |
-4.34% |
| Pure Financial Advisors Inc. |
11,063 |
10,658 |
-405 |
-3.66% |
| Duncker Streett & Co. Inc. |
16,348 |
15,764 |
-584 |
-3.57% |
| Great Waters Wealth Management |
31,669 |
30,625 |
-1,044 |
-3.30% |
| Versant Capital Management Inc |
133,120 |
129,371 |
-3,749 |
-2.82% |
| Mission Wealth Management LP |
65,253 |
63,592 |
-1,661 |
-2.55% |
| Dynamic Advisor Solutions LLC |
16,573 |
16,227 |
-346 |
-2.09% |
| Perigon Wealth Management LLC |
95,369 |
93,626 |
-1,743 |
-1.83% |
| Wealth Enhancement Advisory Services LLC |
951,436 |
938,538 |
-12,898 |
-1.36% |
| Sharper & Granite LLC |
68,895 |
68,195 |
-700 |
-1.02% |
| Rockland Trust Co. |
17,151 |
16,981 |
-170 |
-0.99% |
| Private Advisor Group LLC |
22,546 |
22,457 |
-89 |
-0.39% |
| WBH Advisory Inc. |
27,365 |
27,343 |
-22 |
-0.08% |
| 13F Filers Exiting PCY |
|---|
| BKM Wealth Management LLC |
1,790 |
0 |
-1,790 |
-100.00% |
| Iams Wealth Management LLC |
12,256 |
0 |
-12,256 |
-100.00% |
| Newbridge Financial Services Group Inc. |
39 |
0 |
-39 |
-100.00% |
| NewEdge Wealth LLC |
14,630 |
0 |
-14,630 |
-100.00% |
| Annapolis Financial Services LLC |
66 |
0 |
-66 |
-100.00% |
| Tennessee Valley Asset Management Partners |
117 |
0 |
-117 |
-100.00% |
| International Assets Investment Management LLC |
51,736 |
0 |
-51,736 |
-100.00% |
| Dohj LLC |
30,944 |
0 |
-30,944 |
-100.00% |
| Monticello Wealth Management LLC |
33,319 |
0 |
-33,319 |
-100.00% |
| Csenge Advisory Group |
11,143 |
0 |
-11,143 |
-100.00% |
| Synergy Financial Management LLC |
466,819 |
0 |
-466,819 |
-100.00% |
| Ausdal Financial Partners Inc. |
10,439 |
0 |
-10,439 |
-100.00% |
| Merit Financial Group LLC |
28,286 |
0 |
-28,286 |
-100.00% |
| Advisory Services Network LLC |
530 |
0 |
-530 |
-100.00% |
| Gradient Investments LLC |
44 |
0 |
-44 |
-100.00% |
| Contravisory Investment Management Inc. |
127 |
0 |
-127 |
-100.00% |
| Blue Bell Private Wealth Management LLC |
896 |
0 |
-896 |
-100.00% |
| Massmutual Trust Co. FSB ADV |
224 |
0 |
-224 |
-100.00% |
| WASHINGTON TRUST Co |
996 |
0 |
-996 |
-100.00% |
| US Bancorp DE |
431 |
0 |
-431 |
-100.00% |
See Summary: Institutional Holders of PCY
See Details: Top 10 Hedge Funds Holding PCY
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