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Holder | Amount | Position Size
($ in 1000's) | As of |
LPL Financial LLC | 683,371 | $17,132 | 03/31/2024 | PBTP | 683,371 | $17,132 | 03/31/2024 | Stadion Money Management LLC | 290,972 | $7,244 | 12/31/2023 | PBTP | 290,972 | $7,244 | 12/31/2023 | Trilogy Capital Inc. | 141,355 | $3,544 | 03/31/2024 | PBTP | 141,355 | $3,544 | 03/31/2024 | Flow Traders U.S. LLC | 119,645 | $2,979 | 12/31/2023 | PBTP | 119,645 | $2,979 | 12/31/2023 | Beacon Pointe Advisors LLC | 71,200 | $1,773 | 12/31/2023 | PBTP | 71,200 | $1,773 | 12/31/2023 | Sowell Financial Services LLC | 64,330 | $1,613 | 03/31/2024 | PBTP | 64,330 | $1,613 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 47,166 | $1,182 | 03/31/2024 | PBTP | 47,166 | $1,182 | 03/31/2024 | Citadel Advisors LLC | 41,604 | $1,036 | 12/31/2023 | PBTP | 41,604 | $1,036 | 12/31/2023 | Bank of America Corp DE | 40,162 | $1,000 | 12/31/2023 | PBTP | 40,162 | $1,000 | 12/31/2023 | Advisor Group Holdings Inc. | 33,604 | $842 | 03/31/2024 | PBTP | 33,604 | $842 | 03/31/2024 | Susquehanna International Group LLP | 33,565 | $841 | 03/31/2024 | PBTP | 33,565 | $841 | 03/31/2024 | Financial Advocates Investment Management | 28,890 | $724 | 03/31/2024 | PBTP | 28,890 | $724 | 03/31/2024 | Equitable Holdings Inc. | 25,135 | $626 | 12/31/2023 | PBTP | 25,135 | $626 | 12/31/2023 | Good Life Advisors LLC | 21,998 | $551 | 03/31/2024 | PBTP | 21,998 | $551 | 03/31/2024 | Tidemark LLC | 21,822 | $543 | 12/31/2023 | PBTP | 21,822 | $543 | 12/31/2023 | Stratos Wealth Partners LTD. | 20,254 | $508 | 03/31/2024 | PBTP | 20,254 | $508 | 03/31/2024 | Mariner LLC | 18,506 | $461 | 12/31/2023 | PBTP | 18,506 | $461 | 12/31/2023 | Arkadios Wealth Advisors | 17,222 | $432 | 03/31/2024 | PBTP | 17,222 | $432 | 03/31/2024 | Kestra Advisory Services LLC | 15,457 | $385 | 12/31/2023 | PBTP | 15,457 | $385 | 12/31/2023 | Perennial Investment Advisors LLC | 13,553 | $337 | 12/31/2023 | PBTP | 13,553 | $337 | 12/31/2023 | Atria Wealth Solutions Inc. | 12,890 | $321 | 12/31/2023 | PBTP | 12,890 | $321 | 12/31/2023 | Private Advisor Group LLC | 12,389 | $311 | 03/31/2024 | PBTP | 12,389 | $311 | 03/31/2024 | Destiny Capital Corp CO | 11,078 | $278 | 03/31/2024 | PBTP | 11,078 | $278 | 03/31/2024 | Envestnet Portfolio Solutions Inc. | 8,100 | $203 | 03/31/2024 | PBTP | 8,100 | $203 | 03/31/2024 | GeoWealth Management LLC | 1,617 | $40 | 12/31/2023 | PBTP | 1,617 | $40 | 12/31/2023 | Steward Partners Investment Advisory LLC | 1,139 | $28 | 12/31/2023 | PBTP | 1,139 | $28 | 12/31/2023 | ICA Group Wealth Management LLC | 923 | $23 | 12/31/2023 | PBTP | 923 | $23 | 12/31/2023 | Global Retirement Partners LLC | 440 | $11 | 03/31/2024 | PBTP | 440 | $11 | 03/31/2024 | Key Financial Inc | 461 | $11 | 03/31/2024 | PBTP | 461 | $11 | 03/31/2024 | Capital Investment Advisory Services LLC | 202 | $5 | 03/31/2024 | PBTP | 202 | $5 | 03/31/2024 | Geneos Wealth Management Inc. | 125 | $3 | 03/31/2024 | PBTP | 125 | $3 | 03/31/2024 | Royal Bank of Canada | 93 | $2 | 12/31/2023 | PBTP | 93 | $2 | 12/31/2023 | SRS Capital Advisors Inc. | 53 | $1 | 12/31/2023 | PBTP | 53 | $1 | 12/31/2023 | JPMorgan Chase & Co. | 4 | $0 | 03/31/2024 | PBTP | 4 | $0 | 03/31/2024 | Huntington National Bank | 1 | $0 | 03/31/2024 | PBTP | 1 | $0 | 03/31/2024 | Wells Fargo & Company MN | 1 | $0 | 03/31/2024 | PBTP | 1 | $0 | 03/31/2024 | Proequities Inc. | 0 | $0 | 03/31/2024 | PBTP | 0 | $0 | 03/31/2024 |
See All: Funds Holding PBTP
See Details: Top 10 Hedge Funds Holding PBTP
Also See: PBTP Holdings Changes
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