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|
|
This page summarizes the PRF 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 PRF 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 PRF Share Count |
|---|
| Susquehanna International Group LLP |
7,131 |
44,851 |
+37,720 |
+528.96% |
| Financial Synergies Wealth Advisors Inc. |
149 |
910 |
+761 |
+510.74% |
| Sigma Planning Corp |
25,657 |
66,284 |
+40,627 |
+158.35% |
| BNP Paribas Arbitrage SA |
17 |
40 |
+23 |
+135.29% |
| Trinity Legacy Partners LLC |
82,091 |
182,302 |
+100,211 |
+122.07% |
| Sound Income Strategies LLC |
1,610 |
3,013 |
+1,403 |
+87.14% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
2,473 |
4,535 |
+2,062 |
+83.38% |
| SJS Investment Consulting Inc. |
775 |
1,185 |
+410 |
+52.90% |
| Essex Financial Services Inc. |
47,814 |
71,178 |
+23,364 |
+48.86% |
| Regions Financial Corp |
14,170 |
20,425 |
+6,255 |
+44.14% |
| Huntington National Bank |
7,576 |
9,821 |
+2,245 |
+29.63% |
| Barrett & Company Inc. |
2,694 |
3,444 |
+750 |
+27.84% |
| Savant Capital LLC |
18,869 |
22,705 |
+3,836 |
+20.33% |
| GHP Investment Advisors Inc. |
1,900 |
2,265 |
+365 |
+19.21% |
| Benjamin F. Edwards & Company Inc. |
1,745 |
2,070 |
+325 |
+18.62% |
| Confluence Wealth Services Inc. |
9,560 |
11,308 |
+1,748 |
+18.28% |
| Leonard Rickey Investment Advisors P.L.L.C. |
6,140 |
6,945 |
+805 |
+13.11% |
| Welch Group LLC |
11,400 |
12,882 |
+1,482 |
+13.00% |
| Aprio Wealth Management LLC |
7,905 |
8,855 |
+950 |
+12.02% |
| Pinnacle Financial Partners Inc. |
13,629 |
15,191 |
+1,562 |
+11.46% |
| Perigon Wealth Management LLC |
151,703 |
168,579 |
+16,876 |
+11.12% |
| Wealthfront Advisers LLC |
47,402 |
52,161 |
+4,759 |
+10.04% |
| Merit Financial Group LLC |
19,184 |
21,040 |
+1,856 |
+9.67% |
| Sequoia Financial Advisors LLC |
25,938 |
28,351 |
+2,413 |
+9.30% |
| Advisory Services Network LLC |
7,085 |
7,705 |
+620 |
+8.75% |
| OMNI 360 Wealth Inc. |
33,978 |
36,370 |
+2,392 |
+7.04% |
| Cambridge Investment Research Advisors Inc. |
441,496 |
471,850 |
+30,354 |
+6.88% |
| Johnson & White Wealth Management LLC |
86,538 |
91,458 |
+4,920 |
+5.69% |
| RSM US Wealth Management LLC |
20,960 |
22,090 |
+1,130 |
+5.39% |
| Cornerstone Wealth Management LLC |
186,077 |
195,428 |
+9,351 |
+5.03% |
| Fifth Third Bancorp |
8,050 |
8,420 |
+370 |
+4.60% |
| RFG Advisory LLC |
5,225,923 |
5,424,976 |
+199,053 |
+3.81% |
| Raymond James & Associates |
457,376 |
473,597 |
+16,221 |
+3.55% |
| Breakwater Capital Group |
360,169 |
372,868 |
+12,699 |
+3.53% |
| Honkamp Krueger Financial Services Inc. |
33,590 |
34,640 |
+1,050 |
+3.13% |
| Burt Wealth Advisors |
32,685 |
33,685 |
+1,000 |
+3.06% |
| Marion Wealth Management |
154,789 |
157,721 |
+2,932 |
+1.89% |
| Stratos Wealth Partners LTD. |
29,717 |
30,198 |
+481 |
+1.62% |
| Montz Harcus Wealth Management LLC |
244,409 |
247,682 |
+3,273 |
+1.34% |
| Garrett Wealth Advisory Group LLC |
549,803 |
556,662 |
+6,859 |
+1.25% |
| Western Wealth Management LLC |
16,888 |
17,053 |
+165 |
+0.98% |
| HB Wealth Management LLC |
25,391 |
25,631 |
+240 |
+0.95% |
| WealthPLAN Partners LLC |
17,978 |
18,144 |
+166 |
+0.92% |
| Kestra Private Wealth Services LLC |
12,108 |
12,207 |
+99 |
+0.82% |
| Sovereign Financial Group Inc. |
19,281 |
19,408 |
+127 |
+0.66% |
| Flynn Zito Capital Management LLC |
605,891 |
609,804 |
+3,913 |
+0.65% |
| Creative Financial Designs Inc. ADV |
321 |
323 |
+2 |
+0.62% |
| GPS Wealth Strategies Group LLC |
3,269 |
3,283 |
+14 |
+0.43% |
| Sightline Wealth Advisors LLC |
8,904 |
8,942 |
+38 |
+0.43% |
| Hanson & Doremus Investment Management |
3,332 |
3,346 |
+14 |
+0.42% |
| SOA Wealth Advisors LLC. |
7,369 |
7,400 |
+31 |
+0.42% |
| Efficient Frontier Advisors LLC |
6,612 |
6,640 |
+28 |
+0.42% |
| Simon Quick Advisors LLC |
9,519 |
9,557 |
+38 |
+0.40% |
| Householder Group Estate & Retirement Specialist LLC |
23,941 |
24,037 |
+96 |
+0.40% |
| New Republic Capital LLC |
4,499 |
4,515 |
+16 |
+0.36% |
| Fairman Group LLC |
32,538 |
32,646 |
+108 |
+0.33% |
| Financial Advisory Service Inc. |
5,972 |
5,989 |
+17 |
+0.28% |
| Sandbox Financial Partners LLC |
12,331 |
12,363 |
+32 |
+0.26% |
| SC&H Financial Advisors Inc. |
20,111 |
20,160 |
+49 |
+0.24% |
| Van Hulzen Asset Management LLC |
10,178 |
10,201 |
+23 |
+0.23% |
| Saxon Interests Inc. |
485,396 |
486,417 |
+1,021 |
+0.21% |
| AdvisorNet Financial Inc |
2,212 |
2,216 |
+4 |
+0.18% |
| WealthBridge Capital Management LLC |
6,151 |
6,158 |
+7 |
+0.11% |
| Financial Advocates Investment Management |
48,423 |
48,450 |
+27 |
+0.06% |
| Ballentine Partners LLC |
44,673 |
44,674 |
+1 |
+0.00% |
| 13F Filers Reporting New Positions In PRF |
|---|
| M&T Bank Corp |
0 |
5,245 |
+5,245 |
+100% |
| Pinnacle Associates Ltd. |
0 |
5,227 |
+5,227 |
+100% |
| Mogy Joel R Investment Counsel Inc. |
0 |
625 |
+625 |
+100% |
| BOK Financial Private Wealth Inc. |
0 |
3,000 |
+3,000 |
+100% |
| Palisade Asset Management LLC |
0 |
2,240 |
+2,240 |
+100% |
| First Long Island Investors LLC |
0 |
5,500 |
+5,500 |
+100% |
| Cutler Group LP |
0 |
100 |
+100 |
+100% |
| Paragon Capital Management Ltd |
0 |
9,635 |
+9,635 |
+100% |
| Capital Investment Advisors LLC |
0 |
6,035 |
+6,035 |
+100% |
| First Horizon Advisors Inc. |
0 |
1,500 |
+1,500 |
+100% |
| Oakworth Capital Inc. |
0 |
3,212 |
+3,212 |
+100% |
| Brookstone Capital Management |
0 |
5,235 |
+5,235 |
+100% |
| Armor Investment Advisors LLC |
0 |
4,750 |
+4,750 |
+100% |
| Retirement Income Solutions Inc |
0 |
5,465 |
+5,465 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
2,000 |
+2,000 |
+100% |
| Firestone Capital Management |
0 |
14,260 |
+14,260 |
+100% |
| Legacy Financial Group LLC |
0 |
15,000 |
+15,000 |
+100% |
| Prairiewood Capital LLC |
0 |
5,241 |
+5,241 |
+100% |
| Veriti Management LLC |
0 |
10,854 |
+10,854 |
+100% |
| Crestone Asset Management LLC |
0 |
18,100 |
+18,100 |
+100% |
| RIA Advisory Group LLC |
0 |
13,928 |
+13,928 |
+100% |
| Nordwand Advisors LLC |
0 |
1,375 |
+1,375 |
+100% |
| Tilson Financial Group Inc. |
0 |
5,445 |
+5,445 |
+100% |
| Midwest Financial Group LLC |
0 |
5,256 |
+5,256 |
+100% |
| Edge Financial Advisors LLC |
0 |
29,772 |
+29,772 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Townsend Asset Management Corp NC ADV |
960 |
960 |
UNCH |
0.00% |
| Proequities Inc. |
290 |
290 |
UNCH |
0.00% |
| Woodard & Co. Asset Management Group Inc. ADV |
2,000 |
2,000 |
UNCH |
0.00% |
| Valley National Advisers Inc. |
11,304 |
11,304 |
UNCH |
0.00% |
| Montag A & Associates Inc. |
52,130 |
52,130 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
3,475 |
3,475 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
9,300 |
9,300 |
UNCH |
0.00% |
| UMB Bank N A MO |
1,805 |
1,805 |
UNCH |
0.00% |
| Weatherly Asset Management L. P. |
10,933 |
10,933 |
UNCH |
0.00% |
| Trust Co. of Toledo NA OH |
6,000 |
6,000 |
UNCH |
0.00% |
| Smithfield Trust Co. |
1,205 |
1,205 |
UNCH |
0.00% |
| Cobblestone Capital Advisors LLC NY |
12,315 |
12,315 |
UNCH |
0.00% |
| Chilton Capital Management LLC |
2,995 |
2,995 |
UNCH |
0.00% |
| Webster Bank N. A. |
4,410 |
4,410 |
UNCH |
0.00% |
| Proffitt & Goodson Inc. |
1,195 |
1,195 |
UNCH |
0.00% |
| Country Trust Bank |
340 |
340 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
12,805 |
12,805 |
UNCH |
0.00% |
| Exchange Capital Management Inc. |
8,580 |
8,580 |
UNCH |
0.00% |
| Assetmark Inc. |
264 |
264 |
UNCH |
0.00% |
| Brown Advisory Inc. |
16,065 |
16,065 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
7,995 |
7,995 |
UNCH |
0.00% |
| Busey Wealth Management |
12,055 |
12,055 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
2,114 |
2,114 |
UNCH |
0.00% |
| Smith Salley & Associates |
59,400 |
59,400 |
UNCH |
0.00% |
| Retirement Planning Group |
8,250 |
8,250 |
UNCH |
0.00% |
| Perkins Coie Trust Co |
350 |
350 |
UNCH |
0.00% |
| Mather Group LLC. |
9,637 |
9,637 |
UNCH |
0.00% |
| Chicago Partners Investment Group LLC |
7,500 |
7,500 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
450 |
450 |
UNCH |
0.00% |
| Blume Capital Management Inc. |
1,836 |
1,836 |
UNCH |
0.00% |
| Allen Capital Group LLC |
37,798 |
37,798 |
UNCH |
0.00% |
| Mitchell Mcleod Pugh & Williams Inc. |
6,515 |
6,515 |
UNCH |
0.00% |
| Pillar Wealth Advisors LLC |
15,760 |
15,760 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
2,365 |
2,365 |
UNCH |
0.00% |
| AllSquare Wealth Management LLC |
2,100 |
2,100 |
UNCH |
0.00% |
| First Personal Financial Services |
2,400 |
2,400 |
UNCH |
0.00% |
| Diversified Portfolios Inc. |
31,325 |
31,325 |
UNCH |
0.00% |
| Glassman Wealth Services |
8,898 |
8,898 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
445 |
445 |
UNCH |
0.00% |
| Colorado Capital Management Inc. |
28,258 |
28,258 |
UNCH |
0.00% |
| Almanack Investment Partners LLC. |
18,530 |
18,530 |
UNCH |
0.00% |
| Legacy Bridge LLC |
1,450 |
1,450 |
UNCH |
0.00% |
| Connecticut Wealth Management LLC |
10,866 |
10,866 |
UNCH |
0.00% |
| Parallel Advisors LLC |
6,665 |
6,665 |
UNCH |
0.00% |
| Abbrea Capital LLC |
20,435 |
20,435 |
UNCH |
0.00% |
| Paulson Wealth Management Inc. |
18,835 |
18,835 |
UNCH |
0.00% |
| Principle Wealth Partners LLC |
30,920 |
30,920 |
UNCH |
0.00% |
| Global Retirement Partners LLC |
1,511 |
1,511 |
UNCH |
0.00% |
| Claro Advisors LLC |
8,210 |
8,210 |
UNCH |
0.00% |
| Geneos Wealth Management Inc. |
300 |
300 |
UNCH |
0.00% |
| CRA Financial Services LLC |
12,843 |
12,843 |
UNCH |
0.00% |
| Truefg LLC |
13,175 |
13,175 |
UNCH |
0.00% |
| Salomon & Ludwin LLC |
470 |
470 |
UNCH |
0.00% |
| Lindbrook Capital LLC |
925 |
925 |
UNCH |
0.00% |
| Princeton Global Asset Management LLC |
1,150 |
1,150 |
UNCH |
0.00% |
| PSI Advisors LLC |
190 |
190 |
UNCH |
0.00% |
| Monticello Wealth Management LLC |
10,855 |
10,855 |
UNCH |
0.00% |
| Avion Wealth |
1,230 |
1,230 |
UNCH |
0.00% |
| Tsfg LLC |
1,115 |
1,115 |
UNCH |
0.00% |
| Vista Wealth Management Group LLC |
5,700 |
5,700 |
UNCH |
0.00% |
| Summit Place Financial Advisors LLC |
20,000 |
20,000 |
UNCH |
0.00% |
| Key Financial Inc |
255 |
255 |
UNCH |
0.00% |
| Mayfair Advisory Group LLC |
6,715 |
6,715 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
14,780 |
14,780 |
UNCH |
0.00% |
| Cordant Inc. |
590 |
590 |
UNCH |
0.00% |
| Sage Mountain Advisors LLC |
250 |
250 |
UNCH |
0.00% |
| Hoese & Co LLP |
5,020 |
5,020 |
UNCH |
0.00% |
| Laurel Wealth Planning LLC |
5,844 |
5,844 |
UNCH |
0.00% |
| Ronald Blue Trust Inc. |
780 |
780 |
UNCH |
0.00% |
| Austin Asset Management Co Inc |
24,266 |
24,266 |
UNCH |
0.00% |
| Sinecera Capital LLC |
19,592 |
19,592 |
UNCH |
0.00% |
| Aspire Wealth Management Corp |
1,940 |
1,940 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
1,422 |
1,422 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
1,125 |
1,125 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
15,290 |
15,290 |
UNCH |
0.00% |
| Schechter Investment Advisors LLC |
11,130 |
11,130 |
UNCH |
0.00% |
| VitalStone Financial LLC |
1,160 |
1,160 |
UNCH |
0.00% |
| Kaydan Wealth Management Inc. |
23,355 |
23,355 |
UNCH |
0.00% |
| ZRC Wealth Management LLC |
2,063 |
2,063 |
UNCH |
0.00% |
| Abacus Wealth Partners LLC |
9,000 |
9,000 |
UNCH |
0.00% |
| Cherry Tree Wealth Management LLC |
4,890 |
4,890 |
UNCH |
0.00% |
| GSG Advisors LLC |
14,723 |
14,723 |
UNCH |
0.00% |
| Arlington Trust Co LLC |
1,550 |
1,550 |
UNCH |
0.00% |
| Turtle Creek Wealth Advisors LLC |
310 |
310 |
UNCH |
0.00% |
| Robinson Smith Wealth Advisors LLC |
12,193 |
12,193 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
1,000 |
1,000 |
UNCH |
0.00% |
| Hara Capital LLC |
6,760 |
6,760 |
UNCH |
0.00% |
| Smartleaf Asset Management LLC |
110 |
110 |
UNCH |
0.00% |
| Spectrum Wealth Counsel LLC |
62,375 |
62,375 |
UNCH |
0.00% |
| 13F Filers Decreasing PRF Share Count |
|---|
| Fortis Group Advisors LLC |
720 |
360 |
-360 |
-50.00% |
| Unique Wealth Strategies LLC |
181,765 |
96,722 |
-85,043 |
-46.79% |
| Raymond James Financial Services Advisors Inc. |
1,392,344 |
841,458 |
-550,886 |
-39.57% |
| CWM LLC |
38,764 |
24,049 |
-14,715 |
-37.96% |
| Raymond James Trust N.A. |
20,660 |
13,340 |
-7,320 |
-35.43% |
| Solitude Financial Services |
29,285 |
21,261 |
-8,024 |
-27.40% |
| Empirical Financial Services LLC d.b.a. Empirical Wealth Management |
26,057 |
19,187 |
-6,870 |
-26.37% |
| JNBA Financial Advisors |
414,402 |
311,518 |
-102,884 |
-24.83% |
| H&H Retirement Design & Management INC |
92,826 |
76,612 |
-16,214 |
-17.47% |
| Precedent Wealth Partners LLC |
137,963 |
114,939 |
-23,024 |
-16.69% |
| Echo Wealth Management LLC |
20,588 |
17,193 |
-3,395 |
-16.49% |
| Moloney Securities Asset Management LLC |
7,698 |
6,577 |
-1,121 |
-14.56% |
| MBA Advisors LLC |
7,485 |
6,485 |
-1,000 |
-13.36% |
| Valeo Financial Advisors LLC |
7,708 |
6,888 |
-820 |
-10.64% |
| KWB Wealth |
106,397 |
95,805 |
-10,592 |
-9.96% |
| Allegheny Financial Group LTD |
5,829 |
5,271 |
-558 |
-9.57% |
| NBC Securities Inc. |
5,216 |
4,735 |
-481 |
-9.22% |
| HighTower Advisors LLC |
517,741 |
470,982 |
-46,759 |
-9.03% |
| Legacy Private Trust Co. |
116,692 |
107,039 |
-9,653 |
-8.27% |
| Charles Schwab Trust Co |
514,502 |
472,153 |
-42,349 |
-8.23% |
| Wealthspan Partners LLC |
26,970 |
24,925 |
-2,045 |
-7.58% |
| Larson Financial Group LLC |
14,937 |
13,821 |
-1,116 |
-7.47% |
| Aveo Capital Partners LLC |
15,425 |
14,282 |
-1,143 |
-7.41% |
| Washington Trust Advisors Inc. |
2,862 |
2,651 |
-211 |
-7.37% |
| Sterling Financial Planning Inc. |
39,492 |
36,653 |
-2,839 |
-7.19% |
| West Coast Financial LLC |
18,540 |
17,210 |
-1,330 |
-7.17% |
| Commonwealth Equity Services LLC |
2,908,746 |
2,718,829 |
-189,917 |
-6.53% |
| Arlington Financial Advisors LLC |
226,227 |
211,808 |
-14,419 |
-6.37% |
| West Financial Advisors LLC |
44,599 |
41,940 |
-2,659 |
-5.96% |
| Osborne Partners Capital Management LLC |
299,606 |
282,604 |
-17,002 |
-5.67% |
| FDx Advisors Inc. |
86,209 |
81,339 |
-4,870 |
-5.65% |
| Atlas Capital Advisors LLC |
8,136 |
7,686 |
-450 |
-5.53% |
| Allworth Financial LP |
348,609 |
330,262 |
-18,347 |
-5.26% |
| Capital Investment Advisory Services LLC |
23,212 |
22,022 |
-1,190 |
-5.13% |
| Market Street Wealth Management Advisors LLC |
130,357 |
123,789 |
-6,568 |
-5.04% |
| Novare Capital Management LLC |
42,610 |
40,475 |
-2,135 |
-5.01% |
| Northwest Bancshares Inc. |
62,498 |
59,514 |
-2,984 |
-4.77% |
| Haverford Trust Co. |
61,700 |
58,840 |
-2,860 |
-4.64% |
| Pettinga Financial Advisors LLC |
437,758 |
418,161 |
-19,597 |
-4.48% |
| Yoder Wealth Management Inc. |
89,769 |
85,973 |
-3,796 |
-4.23% |
| Arkadios Wealth Advisors |
63,756 |
61,179 |
-2,577 |
-4.04% |
| CENTRAL TRUST Co |
100,825 |
96,800 |
-4,025 |
-3.99% |
| Stephenson National Bank & Trust |
8,690 |
8,370 |
-320 |
-3.68% |
| Financial Services Advisory Inc |
40,754 |
39,268 |
-1,486 |
-3.65% |
| Private Advisor Group LLC |
41,735 |
40,249 |
-1,486 |
-3.56% |
| Bouvel Investment Partners LLC |
151,983 |
146,777 |
-5,206 |
-3.43% |
| Main Street Financial Solutions LLC |
19,789 |
19,164 |
-625 |
-3.16% |
| Wilbanks Smith & Thomas Asset Management LLC |
9,490 |
9,195 |
-295 |
-3.11% |
| Security Financial Services INC. |
84,512 |
81,907 |
-2,605 |
-3.08% |
| Cahaba Wealth Management Inc. |
8,695 |
8,429 |
-266 |
-3.06% |
| Sontag Advisory LLC |
7,625 |
7,396 |
-229 |
-3.00% |
| Spire Wealth Management |
16,647 |
16,202 |
-445 |
-2.67% |
| Summit Financial LLC |
58,603 |
57,213 |
-1,390 |
-2.37% |
| EnRich Financial Partners LLC |
27,672 |
27,025 |
-647 |
-2.34% |
| Addison Advisors LLC |
32,245 |
31,505 |
-740 |
-2.29% |
| Capital Market Strategies LLC |
98,692 |
96,508 |
-2,184 |
-2.21% |
| Rather & Kittrell Inc. |
38,704 |
37,912 |
-792 |
-2.05% |
| Foster & Motley Inc. |
14,475 |
14,202 |
-273 |
-1.89% |
| Klingman & Associates LLC |
732,943 |
719,880 |
-13,063 |
-1.78% |
| McNamara Financial Services Inc. |
44,525 |
43,772 |
-753 |
-1.69% |
| Sigma Investment Counselors Inc. |
81,469 |
80,103 |
-1,366 |
-1.68% |
| Janney Montgomery Scott LLC |
78,784 |
77,648 |
-1,136 |
-1.44% |
| Private Trust Co. NA |
3,514 |
3,466 |
-48 |
-1.37% |
| WealthShield Partners LLC |
20,520 |
20,245 |
-275 |
-1.34% |
| Lodestar Private Asset Management LLC |
22,768 |
22,470 |
-298 |
-1.31% |
| Grimes & Company Inc. |
868,145 |
857,350 |
-10,795 |
-1.24% |
| Roundview Capital LLC |
10,367 |
10,240 |
-127 |
-1.23% |
| BKD Wealth Advisors LLC |
617,022 |
610,011 |
-7,011 |
-1.14% |
| Syverson Strege & Co |
9,906 |
9,797 |
-109 |
-1.10% |
| Bank of New York Mellon Corp |
11,911 |
11,780 |
-131 |
-1.10% |
| Cooper Financial Group |
31,617 |
31,343 |
-274 |
-0.87% |
| Center for Financial Planning Inc. |
26,252 |
26,030 |
-222 |
-0.85% |
| Arbor Investment Advisors LLC |
2,201,087 |
2,182,495 |
-18,592 |
-0.84% |
| JFS Wealth Advisors LLC |
66,068 |
65,610 |
-458 |
-0.69% |
| Private Ocean LLC |
224,639 |
223,159 |
-1,480 |
-0.66% |
| Baker Ellis Asset Management LLC |
329,760 |
327,867 |
-1,893 |
-0.57% |
| Resonant Capital Advisors LLC |
190,434 |
189,396 |
-1,038 |
-0.55% |
| Creative Capital Management Investments LLC |
183,127 |
182,162 |
-965 |
-0.53% |
| Compass Financial Group Inc. |
304,484 |
302,922 |
-1,562 |
-0.51% |
| Institute for Wealth Management LLC. |
62,977 |
62,670 |
-307 |
-0.49% |
| Apexium Financial LP |
19,867 |
19,777 |
-90 |
-0.45% |
| Wealth Enhancement Advisory Services LLC |
2,651,609 |
2,640,608 |
-11,001 |
-0.41% |
| Detalus Advisors LLC |
31,492 |
31,368 |
-124 |
-0.39% |
| Callan Capital LLC |
1,022,751 |
1,019,526 |
-3,225 |
-0.32% |
| Verum Partners LLC |
46,515 |
46,390 |
-125 |
-0.27% |
| Empower Advisory Group LLC |
17,240 |
17,215 |
-25 |
-0.15% |
| Great Valley Advisor Group Inc. |
22,456 |
22,423 |
-33 |
-0.15% |
| 13F Filers Exiting PRF |
|---|
| Guidance Capital Inc. |
83,965 |
0 |
-83,965 |
-100.00% |
| Bradley & Co. Private Wealth Management LLC |
525 |
0 |
-525 |
-100.00% |
| Fermata Advisors LLC |
7,998 |
0 |
-7,998 |
-100.00% |
| Planned Solutions Inc. |
110 |
0 |
-110 |
-100.00% |
| Advisor Resource Council |
9,918 |
0 |
-9,918 |
-100.00% |
| Hamilton Point Investment Advisors LLC |
680 |
0 |
-680 |
-100.00% |
| Carlson Capital Management |
9,205 |
0 |
-9,205 |
-100.00% |
| GSA Capital Partners LLP |
9,082 |
0 |
-9,082 |
-100.00% |
See Summary: Institutional Holders of PRF
See Details: Top 10 Hedge Funds Holding PRF
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