PBE(PBE)
PBE
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 148.50K | Jun 30, 26 | +16.72K | 4.87% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 104.34K | Jun 30, 26 | +2.36K | 3.42% |
| LPL Financial LLC | 92.32K | Jun 30, 26 | +5.58K | 3.03% |
| UBS Group AG | 68.10K | Jun 30, 26 | -879 | 2.23% |
| BANK OF AMERICA CORP /DE/ | 57.29K | Jun 30, 26 | -2.00K | 1.88% |
| ROYAL BANK OF CANADA | 50.49K | Jun 30, 26 | -8.84K | 1.66% |
| WELLS FARGO & COMPANY/MN | 38.56K | Jun 30, 26 | -744 | 1.26% |
| Gerber Kawasaki Wealth & Investment Management | 31.67K | Jun 30, 26 | -3.57K | 1.04% |
| Cetera Investment Advisers | 25.76K | Jun 30, 26 | +2.62K | 0.84% |
| YHB Investment Advisors, Inc. | 23.14K | Jun 30, 26 | -1.25K | 0.76% |
| ENVESTNET ASSET MANAGEMENT INC | 22.25K | Jun 30, 26 | +888 | 0.73% |
| Institute for Wealth Management, LLC. | 20.22K | Jun 30, 26 | -50 | 0.66% |
| Penobscot Investment Management Company, Inc. | 19.45K | Jun 30, 26 | -- | 0.64% |
| Massachusetts Wealth Management | 17.78K | Jun 30, 26 | -30 | 0.58% |
| US BANCORP \DE\ | 16.50K | Jun 30, 26 | -- | 0.54% |
| NewEdge Wealth, LLC | 13.77K | Jun 30, 26 | -1.93K | 0.45% |
| COMMONWEALTH EQUITY SERVICES, LLC | 13.21K | Jun 30, 26 | -1.08K | 0.43% |
| Abbot Financial Management, Inc. | 12.22K | Jun 30, 26 | -200 | 0.40% |
| Mariner, LLC | 11.82K | Jun 30, 26 | -400 | 0.39% |
| CreativeOne Wealth, LLC | 10.89K | Jun 30, 26 | -1.33K | 0.36% |
| Rockefeller Capital Management L.P. | 10.67K | Jun 30, 26 | +6 | 0.35% |
| BENJAMIN EDWARDS INC | 10.36K | Jun 30, 26 | -34 | 0.34% |
| JONES FINANCIAL COMPANIES LLLP | 10.19K | Jun 30, 26 | +2.30K | 0.33% |
| RAYMOND JAMES FINANCIAL INC | 10.09K | Jun 30, 26 | -476 | 0.33% |
| ADVISOR GROUP HOLDINGS, INC. | 9.64K | Jun 30, 26 | +827 | 0.32% |
| Newman Dignan & Sheerar, Inc. | 9.37K | Jun 30, 26 | -200 | 0.31% |
| One Capital Management, LLC | 9.31K | Jun 30, 26 | -- | 0.31% |
| Farther Finance Advisors, LLC | 9.17K | Jun 30, 26 | -165 | 0.30% |
| RFG Advisory, LLC | 8.51K | Jun 30, 26 | -- | 0.28% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.07K | Jun 30, 26 | +670 | 0.26% |
| INVESTMENT HOUSE LLC | 6.88K | Jun 30, 26 | -1.70K | 0.23% |
| HighTower Advisors, LLC | 6.76K | Jun 30, 26 | +12 | 0.22% |
| Kestra Advisory Services, LLC | 6.62K | Jun 30, 26 | +343 | 0.22% |
| Archford Capital Strategies, LLC | 6.25K | Jun 30, 26 | +395 | 0.21% |
| Dynamic Advisor Solutions LLC | 5.40K | Jun 30, 26 | +5.40K | 0.18% |
| FLAGSHIP HARBOR ADVISORS, LLC | 5.10K | Jun 30, 26 | -- | 0.17% |
| CITADEL ADVISORS LLC | 5.00K | Jun 30, 26 | -3.57K | 0.16% |
| AXXCESS WEALTH MANAGEMENT, LLC | 4.72K | Jun 30, 26 | +4.72K | 0.15% |
| JANE STREET GROUP, LLC | 4.71K | Jun 30, 26 | +4.71K | 0.15% |
| Hills Bank & Trust Co | 4.50K | Jun 30, 26 | -60 | 0.15% |
| STIFEL FINANCIAL CORP | 4.35K | Jun 30, 26 | -64 | 0.14% |
| Creative Planning | 4.29K | Jun 30, 26 | -210 | 0.14% |
| GSA CAPITAL PARTNERS LLP | 4.12K | Jun 30, 26 | -124 | 0.13% |
| GOLDMAN SACHS GROUP INC | 4.02K | Jun 30, 26 | +3 | 0.13% |
| Janney Montgomery Scott LLC | 3.83K | Jun 30, 26 | -- | 0.13% |
| PACIFIC SUN FINANCIAL CORP | 3.66K | Jun 30, 26 | -1.15K | 0.12% |
| TWO SIGMA INVESTMENTS, LP | 3.40K | Jun 30, 26 | +3.40K | 0.11% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 3.25K | Jun 30, 26 | -- | 0.11% |
| Connecticut Capital Management Group, LLC | 3.22K | Jun 30, 26 | +3.22K | 0.11% |
| Stratos Wealth Partners, LTD. | 3.19K | Jun 30, 26 | +25 | 0.10% |
| BLAIR WILLIAM & CO/IL | 3.10K | Jun 30, 26 | +2.10K | 0.10% |
| Baird Financial Group, Inc. | 3.00K | Jun 30, 26 | -- | 0.10% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2.94K | Jun 30, 26 | +324 | 0.10% |
| Sowell Financial Services LLC | 2.93K | Jun 30, 26 | -- | 0.10% |
| Joel Isaacson & Co., LLC | 2.83K | Jun 30, 26 | -200 | 0.09% |
| Western Wealth Management, LLC | 2.81K | Jun 30, 26 | +4 | 0.09% |
| Summit Financial, LLC | 2.78K | Jun 30, 26 | -517 | 0.09% |
| MML INVESTORS SERVICES, LLC | 2.53K | Jun 30, 26 | +2.53K | 0.08% |
| Wharton Business Group, LLC | 2.51K | Jun 30, 26 | -40 | 0.08% |
| VestGen Advisors, LLC | 2.46K | Jun 30, 26 | -2 | 0.08% |
| Dana Investment Advisors, Inc. | 2.40K | Jun 30, 26 | +2.40K | 0.08% |
| PFG Advisors | 2.36K | Jun 30, 26 | +2.36K | 0.08% |
| Strategic Blueprint, LLC | 2.32K | Jun 30, 26 | +2.32K | 0.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.89K | Jun 30, 26 | -255 | 0.06% |
| GLENMEDE TRUST CO NA | 1.86K | Jun 30, 26 | -- | 0.06% |
| GeoWealth Management, LLC | 1.78K | Jun 30, 26 | -93 | 0.06% |
| Millstone Evans Group, LLC | 1.78K | Jun 30, 26 | -- | 0.06% |
| FMR LLC | 1.41K | Jun 30, 26 | -17 | 0.05% |
| Allworth Financial LP | 1.28K | Jun 30, 26 | -- | 0.04% |
| WEBSTER BANK, N. A. | 1.23K | Jun 30, 26 | -445 | 0.04% |
| Steward Partners Investment Advisory, LLC | 1.18K | Jun 30, 26 | -- | 0.04% |
| Innovative Asset Advisors Group, LLC | 1.10K | Jun 30, 26 | -- | 0.04% |
| Global Retirement Partners, LLC | 1.05K | Jun 30, 26 | +1.05K | 0.03% |
| Integrated Wealth Concepts LLC | 942 | Jun 30, 26 | +942 | 0.03% |
| IFG Advisory, LLC | 827 | Jun 30, 26 | +827 | 0.03% |
| First PREMIER Bank | 670 | Jun 30, 26 | -- | 0.02% |
| BlackRock, Inc. | 663 | Jun 30, 26 | -- | 0.02% |
| AE Wealth Management LLC | 658 | Jun 30, 26 | -- | 0.02% |
| BANK OF MONTREAL /CAN/ | 653 | Jun 30, 26 | +34 | 0.02% |
| NewEdge Advisors, LLC | 648 | Jun 30, 26 | -443 | 0.02% |
| HARBOUR INVESTMENTS, INC. | 628 | Jun 30, 26 | +187 | 0.02% |
| Oakworth Capital, Inc. | 611 | Jun 30, 26 | -- | 0.02% |
| HOLLENCREST CAPITAL MANAGEMENT | 516 | Jun 30, 26 | -- | 0.02% |
| JPMORGAN CHASE & CO | 508 | Jun 30, 26 | +8 | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 472 | Jun 30, 26 | -31 | 0.02% |
| FIFTH THIRD BANCORP | 460 | Jun 30, 26 | +82 | 0.02% |
| Ashton Thomas Private Wealth, LLC | 400 | Jun 30, 26 | -- | 0.01% |
| Financial Perspectives, Inc | 350 | Jun 30, 26 | -- | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 327 | Jun 30, 26 | -100 | 0.01% |
| Aptus Capital Advisors, LLC | 315 | Jun 30, 26 | +315 | 0.01% |
| COMPASS FINANCIAL MANAGEMENT LLC | 300 | Jun 30, 26 | +300 | 0.01% |
| SIGNATUREFD, LLC | 213 | Jun 30, 26 | -- | 0.01% |
| Financial Avengers, Inc. | 204 | Jun 30, 26 | +2 | 0.01% |
| ENTRUST FINANCIAL LLC | 150 | Jun 30, 26 | -- | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 150 | Jun 30, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 140 | Jun 30, 26 | -- | 0.00% |
| Prestige Wealth Management Group LLC | 70 | Jun 30, 26 | -- | 0.00% |
| Coastal Investment Advisors, Inc. | 56 | Jun 30, 26 | -- | 0.00% |
| Capital Analysts, LLC | 51 | Jun 30, 26 | -1.09K | 0.00% |
| Ameritas Investment Partners, Inc. | 50 | Jun 30, 26 | -- | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 45 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 34 | Jun 30, 26 | -- | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 21 | Jun 30, 26 | -- | 0.00% |
| Silver Grove Financial Group, Inc. | 9 | Jun 30, 26 | +9 | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Jun 30, 26 | -- | 0.00% |
| MAI Capital Management | -- | Jun 30, 26 | -125 | -- |
| LOM Asset Management Ltd | -- | Jun 30, 26 | -300 | -- |
| BOS Asset Management, LLC | -- | Jun 30, 26 | -2.56K | -- |
| CITIGROUP INC | -- | Jun 30, 26 | -150 | -- |
| ASSETMARK, INC | -- | Jun 30, 26 | -345 | -- |
| Ancora Advisors, LLC | -- | Jun 30, 26 | -100 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.18K | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | -- | Jun 30, 26 | -64 | -- |
| CWM, LLC | 3.32K | Mar 31, 26 | +1 | 0.11% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 3.29K | Mar 31, 26 | -4 | 0.11% |
| McIlrath & Eck, LLC | 205 | Mar 31, 26 | -- | 0.01% |
| CIBC Private Wealth Group, LLC | 485 | Dec 31, 25 | -- | 0.02% |
| COMERICA BANK | 378 | Dec 31, 25 | +175 | 0.01% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -607 | -- |
| Glenmede Investment Management, LP | 1.86K | Sep 30, 25 | -- | 0.06% |
| Hemington Wealth Management | 434 | Sep 30, 25 | -- | 0.01% |
| Promus Capital, LLC | 282 | Sep 30, 25 | -- | 0.01% |
| Capital Market Strategies LLC | 3.63K | Jun 30, 25 | -100 | 0.12% |
| First Horizon Advisors, Inc. | 156 | Jun 30, 25 | -- | 0.01% |
| SignalPoint Asset Management, LLC | 6.20K | Dec 31, 24 | -- | 0.20% |
| WR Wealth Planners, LLC | 100 | Dec 31, 24 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 20.16K | Sep 30, 24 | +344 | 0.66% |
| RAYMOND JAMES & ASSOCIATES | 6.89K | Sep 30, 24 | -252 | 0.23% |
| FinTrust Capital Advisors, LLC | 90 | Sep 30, 24 | -- | 0.00% |
| Aspire Wealth Management Corp | 89 | Sep 30, 24 | -- | 0.00% |
| BlackRock Inc. | 213 | Jun 30, 24 | -- | 0.01% |
| Cetera Advisor Networks LLC | 7.04K | Mar 31, 24 | -2.02K | 0.23% |
| Cetera Advisors LLC | 5.07K | Mar 31, 24 | +5.07K | 0.17% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 15.13K | Sep 30, 23 | -392 | 0.50% |
| PATHSTONE FAMILY OFFICE, LLC | 5.00K | Sep 30, 23 | -- | 0.16% |
| Steward Financial Group LLC | 26 | Sep 30, 23 | +26 | 0.00% |
| PRW Wealth Management LLC | -- | Sep 30, 23 | -3.30K | -- |
| First Capital Advisors Group, LLC. | 3.48K | Jun 30, 23 | -- | 0.11% |
| Baldrige Asset Management LLC | 17 | Mar 31, 23 | -- | 0.00% |
| Lehman & Derafelo Financial Resources LLC | -- | Dec 31, 22 | -300 | -- |
| American Portfolios Advisors | 947 | Sep 30, 22 | -- | 0.03% |
| American Research & Management Co. | 50 | Sep 30, 22 | -- | 0.00% |
| Loveless Wealth Management LLC | 12.47K | Jun 30, 22 | -250 | 0.41% |
| People's United Financial, Inc. | 20.26K | Mar 31, 22 | -1.29K | 0.66% |
| CAPITAL ONE FINANCIAL CORP | -- | Mar 31, 22 | -4.02K | -- |
| NEXT Financial Group, Inc | 3.62K | Dec 31, 21 | -1.08K | 0.12% |
| REILLY FINANCIAL ADVISORS, LLC | 300 | Dec 31, 21 | -- | 0.01% |
| Sonora Investment Management, LLC | 259 | Sep 30, 21 | -- | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 66.34K | Dec 31, 19 | +225 | 2.18% |
| CAPITAL ONE, NATIONAL ASSOCIATION | 14.71K | Dec 31, 19 | +14.71K | 0.48% |
| Jackson Financial Management | 13.73K | Dec 31, 19 | +13.73K | 0.45% |
| Advisor Group, Inc. | 5.58K | Dec 31, 19 | -925 | 0.18% |
| Capital One Investing, Inc. | 14.91K | Sep 30, 19 | -300 | 0.49% |
| BB&T SECURITIES, LLC | 5.54K | Sep 30, 19 | +645 | 0.18% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 200 | Sep 30, 19 | -- | 0.01% |
| NEXT Financial Holdings | 2.40K | Mar 31, 19 | +2.40K | 0.08% |
| Ceros Financial Services Inc. | 891 | Mar 31, 19 | +891 | 0.03% |
| Evanston Investments, Inc., dba Evanston Advisors | -- | Dec 31, 18 | -4.00K | -- |
| CUE ADVISORY SERVICES, INC. | 30.18K | Sep 30, 18 | -100 | 0.99% |