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|
|
This page summarizes the PEG 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 PEG 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 PEG Share Count |
|---|
| Exchange Traded Concepts LLC |
36 |
9,642 |
+9,606 |
+26683.33% |
| Financial Synergies Wealth Advisors Inc. |
6 |
331 |
+325 |
+5416.67% |
| Mcrae Capital Management Inc. |
5,081 |
39,756 |
+34,675 |
+682.44% |
| NBC Securities Inc. |
6,494 |
49,029 |
+42,535 |
+654.99% |
| Simplex Trading LLC |
9,465 |
56,201 |
+46,736 |
+493.78% |
| Lloyd Advisory Services LLC. |
3,865 |
15,010 |
+11,145 |
+288.36% |
| Summit Trail Advisors LLC |
5,305 |
16,650 |
+11,345 |
+213.85% |
| PFS Partners LLC |
330 |
630 |
+300 |
+90.91% |
| PSI Advisors LLC |
1,698 |
3,055 |
+1,357 |
+79.92% |
| Norwood Financial Corp |
798 |
1,263 |
+465 |
+58.27% |
| Allworth Financial LP |
4,007 |
6,262 |
+2,255 |
+56.28% |
| V Square Quantitative Management LLC |
3,945 |
5,988 |
+2,043 |
+51.79% |
| Wesbanco Bank Inc. |
8,360 |
12,296 |
+3,936 |
+47.08% |
| SYSTM Wealth Solutions LLC |
26,118 |
38,289 |
+12,171 |
+46.60% |
| Kowal Investment Group LLC |
4,285 |
5,821 |
+1,536 |
+35.85% |
| Robeco Institutional Asset Management B.V. |
238,018 |
321,310 |
+83,292 |
+34.99% |
| First Citizens Bank & Trust Co. |
4,035 |
5,272 |
+1,237 |
+30.66% |
| LVW Advisors LLC |
6,310 |
8,049 |
+1,739 |
+27.56% |
| Assenagon Asset Management S.A. |
240,591 |
303,969 |
+63,378 |
+26.34% |
| Masso Torrence Wealth Management Inc. |
4,159 |
5,075 |
+916 |
+22.02% |
| McGlone Suttner Wealth Management Inc. |
3,725 |
4,514 |
+789 |
+21.18% |
| First Hawaiian Bank |
5,263 |
6,373 |
+1,110 |
+21.09% |
| Raymond James & Associates |
444,251 |
531,274 |
+87,023 |
+19.59% |
| Steel Peak Wealth Management LLC |
6,564 |
7,564 |
+1,000 |
+15.23% |
| Los Angeles Capital Management & Equity Research Inc. |
97,884 |
111,847 |
+13,963 |
+14.26% |
| GoalVest Advisory LLC |
220 |
250 |
+30 |
+13.64% |
| Gateway Investment Advisers LLC |
8,314 |
9,406 |
+1,092 |
+13.13% |
| Venturi Wealth Management LLC |
4,908 |
5,546 |
+638 |
+13.00% |
| Private Trust Co. NA |
3,594 |
4,043 |
+449 |
+12.49% |
| Banque Cantonale Vaudoise |
48,100 |
53,920 |
+5,820 |
+12.10% |
| River Street Advisors LLC |
13,341 |
14,920 |
+1,579 |
+11.84% |
| Fiduciary Planning LLC |
6,982 |
7,788 |
+806 |
+11.54% |
| Benjamin Edwards Inc. |
44,081 |
48,868 |
+4,787 |
+10.86% |
| DNB Asset Management AS |
95,733 |
105,826 |
+10,093 |
+10.54% |
| Hazlett Burt & Watson Inc. |
4,035 |
4,445 |
+410 |
+10.16% |
| Bruce G. Allen Investments LLC |
584 |
631 |
+47 |
+8.05% |
| Sterling Investment Counsel LLC |
3,693 |
3,983 |
+290 |
+7.85% |
| Spirit of America Management Corp NY |
9,600 |
10,350 |
+750 |
+7.81% |
| Foster & Motley Inc. |
4,075 |
4,341 |
+266 |
+6.53% |
| Massmutual Trust Co. FSB ADV |
678 |
721 |
+43 |
+6.34% |
| Global Retirement Partners LLC |
2,328 |
2,470 |
+142 |
+6.10% |
| First Horizon Advisors Inc. |
380,742 |
403,732 |
+22,990 |
+6.04% |
| Essex Financial Services Inc. |
5,946 |
6,286 |
+340 |
+5.72% |
| Stratos Wealth Partners LTD. |
5,150 |
5,436 |
+286 |
+5.55% |
| Fulton Bank N.A. |
32,767 |
34,565 |
+1,798 |
+5.49% |
| Park Avenue Securities LLC |
25,355 |
26,733 |
+1,378 |
+5.43% |
| Fulcrum Capital LLC |
4,571 |
4,809 |
+238 |
+5.21% |
| Rosenberg Matthew Hamilton |
2,443 |
2,562 |
+119 |
+4.87% |
| Miller Howard Investments Inc. NY |
77,776 |
81,435 |
+3,659 |
+4.70% |
| Patton Albertson Miller Group LLC |
76,051 |
79,605 |
+3,554 |
+4.67% |
| GAMMA Investing LLC |
2,128 |
2,221 |
+93 |
+4.37% |
| Perigon Wealth Management LLC |
7,510 |
7,818 |
+308 |
+4.10% |
| DekaBank Deutsche Girozentrale |
110,484 |
114,989 |
+4,505 |
+4.08% |
| Fox Hill Wealth Management |
17,595 |
18,297 |
+702 |
+3.99% |
| Sara Bay Financial |
15,196 |
15,791 |
+595 |
+3.92% |
| Tompkins Financial Corp |
128,933 |
133,671 |
+4,738 |
+3.67% |
| Millburn Ridgefield Corp |
629 |
652 |
+23 |
+3.66% |
| Catalyst Capital Advisors LLC |
629 |
652 |
+23 |
+3.66% |
| Keystone Financial Planning Inc. |
120,305 |
124,438 |
+4,133 |
+3.44% |
| Hexagon Capital Partners LLC |
2,057 |
2,125 |
+68 |
+3.31% |
| Natixis Advisors L.P. |
306,488 |
316,489 |
+10,001 |
+3.26% |
| Beech Hill Advisors Inc. |
13,805 |
14,250 |
+445 |
+3.22% |
| Vista Wealth Management Group LLC |
3,438 |
3,548 |
+110 |
+3.20% |
| Confluence Wealth Services Inc. |
3,510 |
3,617 |
+107 |
+3.05% |
| Accurate Wealth Management LLC |
4,034 |
4,154 |
+120 |
+2.97% |
| Maryland State Retirement & Pension System |
37,974 |
39,029 |
+1,055 |
+2.78% |
| BKD Wealth Advisors LLC |
44,168 |
45,376 |
+1,208 |
+2.74% |
| Raymond James Trust N.A. |
91,549 |
93,950 |
+2,401 |
+2.62% |
| Wealth Enhancement Advisory Services LLC |
72,278 |
73,833 |
+1,555 |
+2.15% |
| Summit Investment Advisory Services LLC |
3,701 |
3,777 |
+76 |
+2.05% |
| Krane Funds Advisors LLC |
7,635 |
7,737 |
+102 |
+1.34% |
| IFM Investors Pty Ltd |
175,901 |
178,099 |
+2,198 |
+1.25% |
| Clarius Group LLC |
3,354 |
3,392 |
+38 |
+1.13% |
| Spire Wealth Management |
5,479 |
5,541 |
+62 |
+1.13% |
| Veriti Management LLC |
17,300 |
17,483 |
+183 |
+1.06% |
| Sutton Place Investors LLC |
10,718 |
10,825 |
+107 |
+1.00% |
| Edge Wealth Management LLC |
119,358 |
120,426 |
+1,068 |
+0.89% |
| Planning Capital Management Corp |
906 |
914 |
+8 |
+0.88% |
| Raymond James Financial Services Advisors Inc. |
164,835 |
166,261 |
+1,426 |
+0.87% |
| GHP Investment Advisors Inc. |
828 |
835 |
+7 |
+0.85% |
| Strategic Investment Advisors MI |
17,511 |
17,654 |
+143 |
+0.82% |
| Tower View Investment Management & Research LLC |
641 |
646 |
+5 |
+0.78% |
| Blue Bell Private Wealth Management LLC |
695 |
700 |
+5 |
+0.72% |
| JJJ Advisors Inc. |
287 |
289 |
+2 |
+0.70% |
| Gulf International Bank UK Ltd |
40,932 |
41,213 |
+281 |
+0.69% |
| CENTRAL TRUST Co |
3,220 |
3,240 |
+20 |
+0.62% |
| Capital Advisors Ltd. LLC |
526 |
529 |
+3 |
+0.57% |
| Palumbo Wealth Management LLC |
5,296 |
5,326 |
+30 |
+0.57% |
| Alaska Permanent Fund Corp |
4,841 |
4,868 |
+27 |
+0.56% |
| Zurcher Kantonalbank Zurich Cantonalbank |
160,891 |
161,782 |
+891 |
+0.55% |
| Aspire Private Capital LLC |
188 |
189 |
+1 |
+0.53% |
| Bellevue Asset Management LLC |
416 |
418 |
+2 |
+0.48% |
| Czech National Bank |
87,277 |
87,678 |
+401 |
+0.46% |
| Compass Financial Group INC SD |
3,297 |
3,311 |
+14 |
+0.42% |
| MCF Advisors LLC |
621 |
623 |
+2 |
+0.32% |
| Prestige Wealth Management Group LLC |
16,043 |
16,086 |
+43 |
+0.27% |
| Tsfg LLC |
939 |
940 |
+1 |
+0.11% |
| State of Michigan Retirement System |
160,966 |
161,066 |
+100 |
+0.06% |
| New York State Teachers Retirement System |
542,577 |
542,871 |
+294 |
+0.05% |
| 13F Filers Reporting New Positions In PEG |
|---|
| Wiley BROS. Aintree Capital LLC |
0 |
6,362 |
+6,362 |
+100% |
| WCM Investment Management LLC |
0 |
3,273 |
+3,273 |
+100% |
| Westend Capital Management LLC |
0 |
27 |
+27 |
+100% |
| SOL Capital Management CO |
0 |
3,000 |
+3,000 |
+100% |
| BLB&B Advisors LLC |
0 |
3,662 |
+3,662 |
+100% |
| Northwest Investment Counselors LLC |
0 |
540 |
+540 |
+100% |
| YHB Investment Advisors Inc. |
0 |
669 |
+669 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
5,357 |
+5,357 |
+100% |
| Mather Group LLC. |
0 |
2,113 |
+2,113 |
+100% |
| OmniStar Financial Group Inc. |
0 |
9,054 |
+9,054 |
+100% |
| SlateStone Wealth LLC |
0 |
3,135 |
+3,135 |
+100% |
| MONECO Advisors LLC |
0 |
3,002 |
+3,002 |
+100% |
| Bull Street Advisors LLC |
0 |
3,036 |
+3,036 |
+100% |
| Rise Advisors LLC |
0 |
274 |
+274 |
+100% |
| Berkshire Bank |
0 |
3,556 |
+3,556 |
+100% |
| Simplicity Wealth LLC |
0 |
61,499 |
+61,499 |
+100% |
| PFG Investments LLC |
0 |
28,430 |
+28,430 |
+100% |
| Norden Group LLC |
0 |
7,631 |
+7,631 |
+100% |
| Edge Financial Advisors LLC |
0 |
3,045 |
+3,045 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Neville Rodie & Shaw Inc. |
4,284 |
4,284 |
UNCH |
0.00% |
| OLD Republic International Corporation |
392,500 |
392,500 |
UNCH |
0.00% |
| Stock Yards Bank & Trust Co. |
5,238 |
5,238 |
UNCH |
0.00% |
| Carret Asset Management LLC |
3,497 |
3,497 |
UNCH |
0.00% |
| Conning Inc. |
3,596 |
3,596 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
560 |
560 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
668 |
668 |
UNCH |
0.00% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
4,740 |
4,740 |
UNCH |
0.00% |
| NBT Bank N A NY |
5,026 |
5,026 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
3,436 |
3,436 |
UNCH |
0.00% |
| Everett Harris & Co. CA |
4,044 |
4,044 |
UNCH |
0.00% |
| Courier Capital LLC |
5,198 |
5,198 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
4,400 |
4,400 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
314 |
314 |
UNCH |
0.00% |
| Optimum Investment Advisors |
1,200 |
1,200 |
UNCH |
0.00% |
| Adirondack Trust Co. |
155 |
155 |
UNCH |
0.00% |
| Albion Financial Group UT |
1,110 |
1,110 |
UNCH |
0.00% |
| Peoples Financial Services CORP. |
664 |
664 |
UNCH |
0.00% |
| Advanced Asset Management Advisors Inc |
26,056 |
26,056 |
UNCH |
0.00% |
| Boyd Watterson Asset Management LLC OH |
448 |
448 |
UNCH |
0.00% |
| Bourne Lent Asset Management Inc. |
12,122 |
12,122 |
UNCH |
0.00% |
| First Community Trust NA |
470 |
470 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
570 |
570 |
UNCH |
0.00% |
| Argyle Capital Management Inc. |
6,350 |
6,350 |
UNCH |
0.00% |
| First National Bank & Trust Co. of Newtown |
4,472 |
4,472 |
UNCH |
0.00% |
| Hartford Financial Management Inc. |
1,284 |
1,284 |
UNCH |
0.00% |
| Merrion Investment Management Co LLC |
10,800 |
10,800 |
UNCH |
0.00% |
| Hanson & Doremus Investment Management |
2,528 |
2,528 |
UNCH |
0.00% |
| Benjamin F. Edwards & Company Inc. |
1,107 |
1,107 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
489 |
489 |
UNCH |
0.00% |
| Alta Advisers Ltd |
1,500 |
1,500 |
UNCH |
0.00% |
| JNBA Financial Advisors |
800 |
800 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
2,044 |
2,044 |
UNCH |
0.00% |
| Arbor Investment Advisors LLC |
6,000 |
6,000 |
UNCH |
0.00% |
| Riverview Trust Co |
5,515 |
5,515 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
400 |
400 |
UNCH |
0.00% |
| Private Ocean LLC |
976 |
976 |
UNCH |
0.00% |
| St. Johns Investment Management Company LLC |
1,500 |
1,500 |
UNCH |
0.00% |
| Aquila Investment Management LLC |
29,000 |
29,000 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
297 |
297 |
UNCH |
0.00% |
| First Personal Financial Services |
1,226 |
1,226 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
168 |
168 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
760 |
760 |
UNCH |
0.00% |
| Symmetry Partners LLC |
4,871 |
4,871 |
UNCH |
0.00% |
| Pinnacle Bank |
121 |
121 |
UNCH |
0.00% |
| Bogart Wealth LLC |
765 |
765 |
UNCH |
0.00% |
| Parisi Gray Wealth Management |
17,943 |
17,943 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
660 |
660 |
UNCH |
0.00% |
| Luken Investment Analytics LLC |
3,989 |
3,989 |
UNCH |
0.00% |
| Abundance Wealth Counselors |
3,500 |
3,500 |
UNCH |
0.00% |
| Princeton Global Asset Management LLC |
13,710 |
13,710 |
UNCH |
0.00% |
| Carolina Wealth Advisors LLC |
900 |
900 |
UNCH |
0.00% |
| Atticus Wealth Management LLC |
4,352 |
4,352 |
UNCH |
0.00% |
| Single Point Partners LLC |
3,661 |
3,661 |
UNCH |
0.00% |
| Capital Market Strategies LLC |
3,643 |
3,643 |
UNCH |
0.00% |
| Davis Capital Management |
577 |
577 |
UNCH |
0.00% |
| Levy Wealth Management Group LLC |
3,893 |
3,893 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
195 |
195 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
430 |
430 |
UNCH |
0.00% |
| Bromfield Sneider Wealth Advisors |
388 |
388 |
UNCH |
0.00% |
| NorthCrest Asset Manangement LLC |
6,700 |
6,700 |
UNCH |
0.00% |
| City State Bank |
1,401 |
1,401 |
UNCH |
0.00% |
| Byrne Asset Management LLC |
2,265 |
2,265 |
UNCH |
0.00% |
| Smallwood Wealth Investment Management LLC |
9,152 |
9,152 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
9,820 |
9,820 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
78 |
78 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
18 |
18 |
UNCH |
0.00% |
| Core Wealth Partners LLC |
11,226 |
11,226 |
UNCH |
0.00% |
| Park Place Capital Corp |
222 |
222 |
UNCH |
0.00% |
| Massachusetts Wealth Management |
5,750 |
5,750 |
UNCH |
0.00% |
| Union Savings Bank |
450 |
450 |
UNCH |
0.00% |
| Financial Perspectives Inc |
209 |
209 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
79 |
79 |
UNCH |
0.00% |
| 13F Filers Decreasing PEG Share Count |
|---|
| Perpetual Ltd |
1,377,905 |
3,600 |
-1,374,305 |
-99.74% |
| International Assets Investment Management LLC |
172,443 |
4,214 |
-168,229 |
-97.56% |
| Stratos Wealth Advisors LLC |
27,068 |
3,486 |
-23,582 |
-87.12% |
| Gradient Investments LLC |
4,651 |
604 |
-4,047 |
-87.01% |
| AdvisorNet Financial Inc |
102 |
27 |
-75 |
-73.53% |
| Newbridge Financial Services Group Inc. |
1,042 |
434 |
-608 |
-58.35% |
| Red Tortoise LLC |
99 |
43 |
-56 |
-56.57% |
| Financial Management Professionals Inc. |
354 |
174 |
-180 |
-50.85% |
| CVA Family Office LLC |
105 |
53 |
-52 |
-49.52% |
| Trust Point Inc. |
9,073 |
4,802 |
-4,271 |
-47.07% |
| Asset Dedication LLC |
25,844 |
14,423 |
-11,421 |
-44.19% |
| SeaCrest Wealth Management LLC |
14,484 |
8,260 |
-6,224 |
-42.97% |
| Eagle Wealth Strategies LLC |
5,467 |
3,147 |
-2,320 |
-42.44% |
| Lindbrook Capital LLC |
1,659 |
1,007 |
-652 |
-39.30% |
| Moody National Bank Trust Division |
8,890 |
5,424 |
-3,466 |
-38.99% |
| Fortitude Family Office LLC |
224 |
137 |
-87 |
-38.84% |
| RTD Financial Advisors Inc. |
10,939 |
7,130 |
-3,809 |
-34.82% |
| WASHINGTON TRUST Co |
487 |
338 |
-149 |
-30.60% |
| Center for Financial Planning Inc. |
330 |
230 |
-100 |
-30.30% |
| Valley National Advisers Inc. |
2,752 |
1,965 |
-787 |
-28.60% |
| Brookstone Capital Management |
9,169 |
6,594 |
-2,575 |
-28.08% |
| Calton & Associates Inc. |
7,991 |
6,389 |
-1,602 |
-20.05% |
| Fifth Third Bancorp |
39,922 |
32,556 |
-7,366 |
-18.45% |
| Mezzasalma Advisors LLC |
3,834 |
3,140 |
-694 |
-18.10% |
| Key Client Fiduciary Advisors LLC |
36,623 |
30,166 |
-6,457 |
-17.63% |
| Aurora Private Wealth Inc. |
10,233 |
8,477 |
-1,756 |
-17.16% |
| CHICAGO TRUST Co NA |
45,260 |
37,634 |
-7,626 |
-16.85% |
| Amalgamated Bank |
124,311 |
103,362 |
-20,949 |
-16.85% |
| CWM LLC |
14,487 |
12,063 |
-2,424 |
-16.73% |
| Versant Capital Management Inc |
69 |
58 |
-11 |
-15.94% |
| Apella Capital LLC |
6,404 |
5,388 |
-1,016 |
-15.87% |
| Arvest Investments Inc. |
34,479 |
29,192 |
-5,287 |
-15.33% |
| Little House Capital LLC |
12,526 |
10,660 |
-1,866 |
-14.90% |
| Abner Herrman & Brock LLC |
19,960 |
17,000 |
-2,960 |
-14.83% |
| Legacy Private Trust Co. |
43,059 |
36,710 |
-6,349 |
-14.74% |
| Mn Services Vermogensbeheer B.V. |
235,017 |
201,417 |
-33,600 |
-14.30% |
| Brown Advisory Inc. |
7,231 |
6,342 |
-889 |
-12.29% |
| Pensionfund Sabic |
22,800 |
20,000 |
-2,800 |
-12.28% |
| Newman Dignan & Sheerar Inc. |
7,153 |
6,279 |
-874 |
-12.22% |
| Bank of New York Mellon Corp |
4,430,547 |
3,945,659 |
-484,888 |
-10.94% |
| SJS Investment Consulting Inc. |
37 |
33 |
-4 |
-10.81% |
| Court Place Advisors LLC |
28,878 |
25,985 |
-2,893 |
-10.02% |
| CRA Financial Services LLC |
4,511 |
4,063 |
-448 |
-9.93% |
| Wealthfront Advisers LLC |
30,180 |
27,257 |
-2,923 |
-9.69% |
| Greenleaf Trust |
11,090 |
10,125 |
-965 |
-8.70% |
| First National Bank of Mount Dora Trust Investment Services |
140,087 |
128,155 |
-11,932 |
-8.52% |
| Mitchell & Pahl Private Wealth LLC |
4,575 |
4,193 |
-382 |
-8.35% |
| Ashton Thomas Private Wealth LLC |
5,009 |
4,600 |
-409 |
-8.17% |
| Montecito Bank & Trust |
10,164 |
9,379 |
-785 |
-7.72% |
| Securian Asset Management Inc |
31,502 |
29,350 |
-2,152 |
-6.83% |
| Pinnacle Associates Ltd. |
45,184 |
42,204 |
-2,980 |
-6.60% |
| State of Alaska Department of Revenue |
73,926 |
69,066 |
-4,860 |
-6.57% |
| Meritage Portfolio Management |
75,539 |
70,860 |
-4,679 |
-6.19% |
| Whitehelm Capital Pty Ltd |
84,358 |
79,143 |
-5,215 |
-6.18% |
| Hennion & Walsh Asset Management Inc. |
49,098 |
46,071 |
-3,027 |
-6.17% |
| ST Germain D J Co. Inc. |
6,720 |
6,326 |
-394 |
-5.86% |
| Financial Advisory Partners LLC |
11,505 |
10,838 |
-667 |
-5.80% |
| Sumitomo Mitsui Trust Holdings Inc. |
1,375,387 |
1,298,849 |
-76,538 |
-5.56% |
| UMB Bank N A MO |
8,250 |
7,850 |
-400 |
-4.85% |
| Allspring Global Investments Holdings LLC |
415,315 |
395,403 |
-19,912 |
-4.79% |
| Sovereign Financial Group Inc. |
11,084 |
10,553 |
-531 |
-4.79% |
| Centennial Wealth Advisory LLC |
6,511 |
6,199 |
-312 |
-4.79% |
| Main Street Financial Solutions LLC |
18,425 |
17,576 |
-849 |
-4.61% |
| Hennessy Advisors Inc. |
186,090 |
177,690 |
-8,400 |
-4.51% |
| Sumitomo Life Insurance Co. |
17,323 |
16,593 |
-730 |
-4.21% |
| M&R Capital Management Inc. |
6,366 |
6,116 |
-250 |
-3.93% |
| Arlington Trust Co LLC |
1,053 |
1,013 |
-40 |
-3.80% |
| Louisiana State Employees Retirement System |
30,100 |
29,000 |
-1,100 |
-3.65% |
| Centre Asset Management LLC |
5,004 |
4,829 |
-175 |
-3.50% |
| Hartford Investment Management Co. |
33,468 |
32,302 |
-1,166 |
-3.48% |
| New Mexico Educational Retirement Board |
25,999 |
25,099 |
-900 |
-3.46% |
| MV Capital Management Inc. |
737 |
713 |
-24 |
-3.26% |
| Checchi Capital Advisers LLC |
7,795 |
7,547 |
-248 |
-3.18% |
| First PREMIER Bank |
62,369 |
60,487 |
-1,882 |
-3.02% |
| IVC Wealth Advisors LLC |
13,599 |
13,265 |
-334 |
-2.46% |
| US Asset Management LLC |
5,101 |
4,981 |
-120 |
-2.35% |
| Yousif Capital Management LLC |
87,886 |
86,266 |
-1,620 |
-1.84% |
| Adviser Investments LLC |
4,464 |
4,390 |
-74 |
-1.66% |
| Ausdal Financial Partners Inc. |
3,457 |
3,401 |
-56 |
-1.62% |
| Commonwealth Equity Services LLC |
276,950 |
272,491 |
-4,459 |
-1.61% |
| Center For Asset Management LLC |
6,717 |
6,614 |
-103 |
-1.53% |
| Premier Path Wealth Partners LLC |
14,400 |
14,181 |
-219 |
-1.52% |
| Moody Lynn & Lieberson LLC |
5,670 |
5,584 |
-86 |
-1.52% |
| Martin Capital Partners LLC |
92,980 |
91,573 |
-1,407 |
-1.51% |
| Leavell Investment Management Inc. |
6,291 |
6,197 |
-94 |
-1.49% |
| Northstar Group Inc. |
6,797 |
6,697 |
-100 |
-1.47% |
| Apexium Financial LP |
70,446 |
69,427 |
-1,019 |
-1.45% |
| Ignite Planners LLC |
4,041 |
3,984 |
-57 |
-1.41% |
| Regions Financial Corp |
8,372 |
8,254 |
-118 |
-1.41% |
| Woodmont Investment Counsel LLC |
11,381 |
11,224 |
-157 |
-1.38% |
| Mosley Wealth Management |
6,734 |
6,646 |
-88 |
-1.31% |
| Cornell Pochily Investment Advisors Inc. |
11,859 |
11,710 |
-149 |
-1.26% |
| Dynamic Advisor Solutions LLC |
4,389 |
4,337 |
-52 |
-1.18% |
| Signature Wealth Management Partners LLC |
8,894 |
8,794 |
-100 |
-1.12% |
| Kanawha Capital Management LLC |
22,558 |
22,308 |
-250 |
-1.11% |
| Farmers & Merchants Trust Co of Chambersburg PA |
17,632 |
17,476 |
-156 |
-0.88% |
| Sound Income Strategies LLC |
926 |
918 |
-8 |
-0.86% |
| Principal Financial Group Inc. |
601,673 |
597,404 |
-4,269 |
-0.71% |
| West Paces Advisors Inc. |
1,583 |
1,573 |
-10 |
-0.63% |
| Cambridge Investment Research Advisors Inc. |
52,897 |
52,574 |
-323 |
-0.61% |
| Kennedy Investment Group |
23,192 |
23,065 |
-127 |
-0.55% |
| Chicago Partners Investment Group LLC |
5,921 |
5,904 |
-17 |
-0.29% |
| Breakwater Capital Group |
4,707 |
4,699 |
-8 |
-0.17% |
| Advisors Management Group Inc. ADV |
40,280 |
40,214 |
-66 |
-0.16% |
| RMR Wealth Builders |
18,090 |
18,068 |
-22 |
-0.12% |
| Tilson Financial Group Inc. |
10,462 |
10,456 |
-6 |
-0.06% |
| Cigna Investments Inc. New |
5,348 |
5,347 |
-1 |
-0.02% |
| 13F Filers Exiting PEG |
|---|
| BKM Wealth Management LLC |
165 |
0 |
-165 |
-100.00% |
| Kingswood Wealth Advisors LLC |
12,803 |
0 |
-12,803 |
-100.00% |
| OFI Invest Asset Management |
474 |
0 |
-474 |
-100.00% |
| Wedmont Private Capital |
3,546 |
0 |
-3,546 |
-100.00% |
| Peterson Financial Group Inc. |
7,663 |
0 |
-7,663 |
-100.00% |
| Tennessee Valley Asset Management Partners |
69 |
0 |
-69 |
-100.00% |
| Grant GrossMendelsohn LLC |
4,563 |
0 |
-4,563 |
-100.00% |
| Symphony Financial Ltd. Co. |
10,620 |
0 |
-10,620 |
-100.00% |
| Aurum Wealth Management Group LLC |
3,835 |
0 |
-3,835 |
-100.00% |
| Fundamentun LLC |
4,182 |
0 |
-4,182 |
-100.00% |
| CAPROCK Group Inc. |
4,514 |
0 |
-4,514 |
-100.00% |
| Capital Investment Advisors LLC |
4,616 |
0 |
-4,616 |
-100.00% |
| Beacon Capital Management Inc. |
607 |
0 |
-607 |
-100.00% |
| Arlington Partners LLC |
1,013 |
0 |
-1,013 |
-100.00% |
| Ballentine Partners LLC |
5,509 |
0 |
-5,509 |
-100.00% |
| Rational Advisors LLC |
629 |
0 |
-629 |
-100.00% |
| Wedge Capital Management L L P NC |
185,295 |
0 |
-185,295 |
-100.00% |
| Horizon Bancorp Inc. IN |
800 |
0 |
-800 |
-100.00% |
See Summary: Institutional Holders of PEG
See Details: Top 10 Hedge Funds Holding PEG
Also See: PEG Insider Buying
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