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This page summarizes the PTBD 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 PTBD 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 PTBD Share Count |
|---|
| ODonnell Financial Services LLC |
231,899 |
249,744 |
+17,845 |
+7.70% |
| Creative Financial Designs Inc. ADV |
185,042 |
196,453 |
+11,411 |
+6.17% |
| WealthBridge Capital Management LLC |
10,755 |
10,983 |
+228 |
+2.12% |
| Financial Perspectives Inc |
3,772 |
3,828 |
+56 |
+1.48% |
| Wealth Enhancement Advisory Services LLC |
145,735 |
146,156 |
+421 |
+0.29% |
| 13F Filers Reporting New Positions In PTBD |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Private Advisor Group LLC |
0 |
37,487 |
+37,487 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
365 |
+365 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| WealthShield Partners LLC |
3,223 |
3,223 |
UNCH |
0.00% |
| Global Retirement Partners LLC |
1,451 |
1,451 |
UNCH |
0.00% |
| 13F Filers Decreasing PTBD Share Count |
|---|
| Commonwealth Equity Services LLC |
67,518 |
47,228 |
-20,290 |
-30.05% |
| J.W. Cole Advisors Inc. |
32,064 |
24,993 |
-7,071 |
-22.05% |
| Capital Asset Advisory Services LLC |
16,320 |
14,280 |
-2,040 |
-12.50% |
| Raymond James & Associates |
158,443 |
144,479 |
-13,964 |
-8.81% |
| Clarus Group Inc. |
107,779 |
100,665 |
-7,114 |
-6.60% |
| Raymond James Financial Services Advisors Inc. |
269,744 |
254,792 |
-14,952 |
-5.54% |
| Cambridge Investment Research Advisors Inc. |
53,979 |
52,427 |
-1,552 |
-2.88% |
| Stratos Wealth Partners LTD. |
33,799 |
32,872 |
-927 |
-2.74% |
| 13F Filers Exiting PTBD |
|---|
| Koss Olinger Consulting LLC |
12,883 |
0 |
-12,883 |
-100.00% |
| International Assets Investment Management LLC |
66,969 |
0 |
-66,969 |
-100.00% |
See Summary: Institutional Holders of PTBD
See Details: Top 10 Hedge Funds Holding PTBD
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