PFN(PFN)
PFN
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Shaker Financial Services, LLC | 464.55K | Jun 30, 26 | +88.92K | 0.47% |
| J.W. COLE ADVISORS, INC. | 258.57K | Jun 30, 26 | +258.57K | 0.26% |
| CoreCap Advisors, LLC | 245.84K | Jun 30, 26 | -775 | 0.25% |
| Concurrent Investment Advisors, LLC | 163.10K | Jun 30, 26 | -138.90K | 0.17% |
| PRIVATE TRUST CO NA | 158.01K | Jun 30, 26 | -15.75K | 0.16% |
| Whipplewood Advisors, LLC | 134.06K | Jun 30, 26 | -2.20K | 0.14% |
| Keudell/Morrison Wealth Management | 113.77K | Jun 30, 26 | +4.87K | 0.12% |
| Kestra Advisory Services, LLC | 93.51K | Jun 30, 26 | +2.51K | 0.09% |
| Cambridge Investment Research Advisors, Inc. | 84.11K | Jun 30, 26 | -3.97K | 0.09% |
| INDEPENDENT FINANCIAL GROUP, LLC | 81.24K | Jun 30, 26 | +8.81K | 0.08% |
| Noble Wealth Management PBC | 68.66K | Jun 30, 26 | -605 | 0.07% |
| Mallini Complete Financial Planning LLC | 56.20K | Jun 30, 26 | +1.12K | 0.06% |
| EverSource Wealth Advisors, LLC | 53.51K | Jun 30, 26 | -1.33K | 0.05% |
| Apollon Wealth Management, LLC | 52.22K | Jun 30, 26 | +286 | 0.05% |
| TrueMark Investments, LLC | 49.91K | Jun 30, 26 | +1.64K | 0.05% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 41.30K | Jun 30, 26 | -- | 0.04% |
| Burford Brothers, Inc. | 40.76K | Jun 30, 26 | -- | 0.04% |
| Vanguard Capital Wealth Advisors | 30.00K | Jun 30, 26 | -- | 0.03% |
| SeaCrest Wealth Management, LLC | 23.86K | Jun 30, 26 | -409 | 0.02% |
| B. Riley Wealth Advisors, Inc. | 21.63K | Jun 30, 26 | -4.00K | 0.02% |
| Morey & Quinn Wealth Partners, LLC | 17.70K | Jun 30, 26 | -- | 0.02% |
| Private Advisor Group, LLC | 15.29K | Jun 30, 26 | -1.00K | 0.02% |
| WEDBUSH SECURITIES INC | 13.77K | Jun 30, 26 | +99 | 0.01% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12.66K | Jun 30, 26 | +395 | 0.01% |
| Wealth Alliance Advisory Group, LLC | 12.00K | Jun 30, 26 | -- | 0.01% |
| WILLNER & HELLER, LLC | 11.01K | Jun 30, 26 | -- | 0.01% |
| Amplius Wealth Advisors, LLC | 11.00K | Jun 30, 26 | -- | 0.01% |
| JOHNSON INVESTMENT COUNSEL INC | 10.50K | Jun 30, 26 | -- | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 3.83K | Jun 30, 26 | +105 | 0.00% |
| Bogart Wealth, LLC | 3.00K | Jun 30, 26 | +3.00K | 0.00% |
| JNBA Financial Advisors | 2.88K | Jun 30, 26 | +86 | 0.00% |
| FNY Investment Advisers, LLC | 1.20K | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.00K | Jun 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 885 | Jun 30, 26 | -- | 0.00% |
| JFS WEALTH ADVISORS, LLC | 102 | Jun 30, 26 | +102 | 0.00% |
| Key FInancial Inc | -- | Jun 30, 26 | -548 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -4.79K | -- |
| Certified Advisory Corp | -- | Jun 30, 26 | -43.94K | -- |
| GUGGENHEIM CAPITAL LLC | 1.49M | Mar 31, 26 | -214.40K | 1.51% |
| LPL Financial LLC | 1.23M | Mar 31, 26 | -88.86K | 1.24% |
| AMERIPRISE FINANCIAL INC | 1.07M | Mar 31, 26 | -18.72K | 1.09% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 838.08K | Mar 31, 26 | +34.57K | 0.85% |
| COHEN & STEERS, INC. | 806.23K | Mar 31, 26 | -- | 0.82% |
| MORGAN STANLEY | 773.81K | Mar 31, 26 | -32.34K | 0.78% |
| Invesco Ltd. | 692.32K | Mar 31, 26 | +17.93K | 0.70% |
| WELLS FARGO & COMPANY/MN | 576.18K | Mar 31, 26 | -206.00K | 0.58% |
| BANK OF AMERICA CORP /DE/ | 400.64K | Mar 31, 26 | +283.97K | 0.41% |
| ROYAL BANK OF CANADA | 378.00K | Mar 31, 26 | +303.03K | 0.38% |
| RAYMOND JAMES FINANCIAL INC | 302.96K | Mar 31, 26 | +95.75K | 0.31% |
| Cetera Investment Advisers | 198.55K | Mar 31, 26 | +9.15K | 0.20% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 191.46K | Mar 31, 26 | -- | 0.19% |
| JANE STREET GROUP, LLC | 186.73K | Mar 31, 26 | +109.72K | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 185.86K | Mar 31, 26 | -3.69K | 0.19% |
| PRIVATE TRUST CO NA | 173.76K | Mar 31, 26 | -19.07K | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 166.34K | Mar 31, 26 | +15.16K | 0.17% |
| THRIVENT FINANCIAL FOR LUTHERANS | 137.00K | Mar 31, 26 | +21.00K | 0.14% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 126.90K | Mar 31, 26 | -6.70K | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | 119.53K | Mar 31, 26 | +56.35K | 0.12% |
| Stratos Wealth Partners, LTD. | 119.35K | Mar 31, 26 | +17.67K | 0.12% |
| Logan Stone Capital, LLC | 116.45K | Mar 31, 26 | +116.45K | 0.12% |
| Moors & Cabot, Inc. | 105.73K | Mar 31, 26 | +2.03K | 0.11% |
| STIFEL FINANCIAL CORP | 91.06K | Mar 31, 26 | -1.28K | 0.09% |
| Kestra Advisory Services, LLC | 91.00K | Mar 31, 26 | -1.31K | 0.09% |
| XTX Topco Ltd | 88.23K | Mar 31, 26 | +88.23K | 0.09% |
| UBS Group AG | 82.54K | Mar 31, 26 | -30.20K | 0.08% |
| Simplicity Wealth,LLC | 80.43K | Mar 31, 26 | -- | 0.08% |
| Atomi Financial Group, Inc. | 80.38K | Mar 31, 26 | +1.22K | 0.08% |
| CENTAURUS FINANCIAL, INC. | 80.13K | Mar 31, 26 | +154 | 0.08% |
| Rockefeller Capital Management L.P. | 76.24K | Mar 31, 26 | +2.13K | 0.08% |
| NewEdge Advisors, LLC | 74.61K | Mar 31, 26 | -2.47K | 0.08% |
| Verity Asset Management, Inc. | 56.00K | Mar 31, 26 | -11.74K | 0.06% |
| RS CRUM INC. | 55.75K | Mar 31, 26 | -- | 0.06% |
| Shay Capital LLC | 50.42K | Mar 31, 26 | +50.42K | 0.05% |
| Steward Partners Investment Advisory, LLC | 49.50K | Mar 31, 26 | -1.43M | 0.05% |
| Sanctuary Advisors, LLC | 47.68K | Mar 31, 26 | +1.34K | 0.05% |
| Cypress Capital Group | 47.16K | Mar 31, 26 | -- | 0.05% |
| Ameritas Advisory Services, LLC | 38.22K | Mar 31, 26 | -2.89K | 0.04% |
| Elm3 Financial Group, LLC | 37.70K | Mar 31, 26 | -194 | 0.04% |
| TCG Advisory Services, LLC | 37.30K | Mar 31, 26 | -38.37K | 0.04% |
| Addison Capital Co | 36.21K | Mar 31, 26 | -50 | 0.04% |
| Janney Montgomery Scott LLC | 34.27K | Mar 31, 26 | -- | 0.03% |
| CWM, LLC | 29.08K | Mar 31, 26 | -269 | 0.03% |
| HighTower Advisors, LLC | 29.02K | Mar 31, 26 | +1.60K | 0.03% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 28.07K | Mar 31, 26 | -4.08K | 0.03% |
| PINNACLE ASSOCIATES LTD | 26.97K | Mar 31, 26 | +2.00K | 0.03% |
| NOMURA HOLDINGS INC | 26.30K | Mar 31, 26 | +26.30K | 0.03% |
| Colony Group, LLC | 26.21K | Mar 31, 26 | +138 | 0.03% |
| SHUFRO ROSE & CO LLC | 26.20K | Mar 31, 26 | -- | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26.00K | Mar 31, 26 | +26.00K | 0.03% |
| Virtu Financial LLC | 25.41K | Mar 31, 26 | +10.64K | 0.03% |
| SIT INVESTMENT ASSOCIATES INC | 22.83K | Mar 31, 26 | +22.83K | 0.02% |
| FIRST FOUNDATION ADVISORS | 22.55K | Mar 31, 26 | +3.02K | 0.02% |
| Element Wealth, LLC | 21.25K | Mar 31, 26 | +597 | 0.02% |
| TWO SIGMA SECURITIES, LLC | 20.42K | Mar 31, 26 | -12.74K | 0.02% |
| Savvy Advisors, Inc. | 19.35K | Mar 31, 26 | -- | 0.02% |
| Lido Advisors, LLC | 19.00K | Mar 31, 26 | -- | 0.02% |
| Pensionmark Financial Group, LLC | 18.94K | Mar 31, 26 | -- | 0.02% |
| SILVER OAK SECURITIES, INCORPORATED | 18.75K | Mar 31, 26 | -100 | 0.02% |
| CreativeOne Wealth, LLC | 17.34K | Mar 31, 26 | +2.12K | 0.02% |
| Summit Financial, LLC | 14.41K | Mar 31, 26 | -351 | 0.01% |
| BOOTHBAY FUND MANAGEMENT, LLC | 13.99K | Mar 31, 26 | +13.99K | 0.01% |
| Mariner, LLC | 13.36K | Mar 31, 26 | +13.36K | 0.01% |
| Kovack Advisors, Inc. | 12.27K | Mar 31, 26 | +12.27K | 0.01% |
| Geneos Wealth Management Inc. | 11.30K | Mar 31, 26 | -- | 0.01% |
| Gridiron Partners, LLC | 10.78K | Mar 31, 26 | -1.13K | 0.01% |
| Advisory Services Network, LLC | 10.48K | Mar 31, 26 | +283 | 0.01% |
| FIFTH THIRD BANCORP | 7.74K | Mar 31, 26 | +7.74K | 0.01% |
| AMERIFLEX GROUP, INC. | 7.60K | Mar 31, 26 | -- | 0.01% |
| HOLLENCREST CAPITAL MANAGEMENT | 5.97K | Mar 31, 26 | -- | 0.01% |
| Allworth Financial LP | 5.69K | Mar 31, 26 | +63 | 0.01% |
| Pinnacle Wealth Planning Services, Inc. | 4.46K | Mar 31, 26 | +128 | 0.00% |
| Western Wealth Management, LLC | 4.07K | Mar 31, 26 | +4.07K | 0.00% |
| US BANCORP \DE\ | 3.65K | Mar 31, 26 | -- | 0.00% |
| Golden State Equity Partners | 3.00K | Mar 31, 26 | +3.00K | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 2.59K | Mar 31, 26 | -- | 0.00% |
| Colonial Trust Advisors | 1.50K | Mar 31, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 1.47K | Mar 31, 26 | +102 | 0.00% |
| Salomon & Ludwin, LLC | 1.45K | Mar 31, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.45K | Mar 31, 26 | +750 | 0.00% |
| Osbon Capital Management LLC | 1.34K | Mar 31, 26 | +1.34K | 0.00% |
| Gs Investments, Inc. | 1.00K | Mar 31, 26 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 600 | Mar 31, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 6 | Mar 31, 26 | -58 | 0.00% |
| FMR LLC | 1 | Mar 31, 26 | -- | 0.00% |
| StoneX Group Inc. | -- | Mar 31, 26 | -26.05K | -- |
| Murphy & Mullick Capital Management Corp | -- | Mar 31, 26 | -500 | -- |
| RMG Wealth Management LLC | -- | Mar 31, 26 | -17.55K | -- |
| Luminist Capital LLC | -- | Mar 31, 26 | -751 | -- |
| Aptus Capital Advisors, LLC | -- | Mar 31, 26 | -22.93K | -- |
| Turim 21 Investimentos Ltda. | -- | Mar 31, 26 | -2.39K | -- |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | -- | Mar 31, 26 | -300 | -- |
| HRT FINANCIAL LP | -- | Mar 31, 26 | -68.46K | -- |
| Main Street Financial Solutions, LLC | 57.21K | Dec 31, 25 | -- | 0.06% |
| COMERICA BANK | 8.36K | Dec 31, 25 | +3.98K | 0.01% |
| CIBC Private Wealth Group, LLC | 31 | Dec 31, 25 | -- | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -4.07K | -- |
| SYNOVUS FINANCIAL CORP | 47.23K | Sep 30, 25 | +3.23K | 0.05% |
| Sonora Investment Management Group, LLC | 15.30K | Sep 30, 25 | -13.36K | 0.02% |
| AVANTAX ADVISORY SERVICES, INC. | 38.60K | Jun 30, 25 | +26.56K | 0.04% |
| Atria Wealth Solutions, Inc. | 10.33K | Jun 30, 25 | -- | 0.01% |
| RAYMOND JAMES & ASSOCIATES | 339.09K | Sep 30, 24 | +50.62K | 0.34% |
| LifePro Asset Management | 80.43K | Sep 30, 24 | -- | 0.08% |
| Raymond James Financial Services Advisors, Inc. | 50.49K | Sep 30, 24 | +26.26K | 0.05% |
| TNF LLC | 34.17K | Sep 30, 24 | -- | 0.03% |
| RAYMOND JAMES TRUST N.A. | 15.94K | Sep 30, 24 | -- | 0.02% |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | -- | Sep 30, 24 | -37.04K | -- |
| Cetera Advisors LLC | 41.17K | Mar 31, 24 | +2.75K | 0.04% |
| Cetera Advisor Networks LLC | 31.98K | Mar 31, 24 | +1.20K | 0.03% |
| Highlander Capital Management, LLC | 327 | Mar 31, 24 | -- | 0.00% |
| FOCUS FINANCIAL NETWORK INC /ADV | 24.97K | Dec 31, 23 | +24.97K | 0.03% |
| Baystate Wealth Management LLC | 2.02K | Dec 31, 23 | +2.02K | 0.00% |
| Claybrook Capital, LLC | 12.27K | Sep 30, 23 | -- | 0.01% |
| Ahrens Investment Partners LLC | 400 | Mar 31, 23 | +400 | 0.00% |
| American Portfolios Advisors | 32.15K | Sep 30, 22 | +52 | 0.03% |
| Lloyd Park, LLC | 21.67K | Sep 30, 22 | +246 | 0.02% |
| Bell Rock Capital LLC | 12.47K | Sep 30, 22 | +12.47K | 0.01% |
| NEXT Financial Group, Inc | 28.73K | Dec 31, 21 | -16.65K | 0.03% |
| SPHINX TRADING, LP | 8.00K | Dec 31, 21 | -- | 0.01% |
| Carroll Financial Associates, Inc. | 118 | Dec 31, 21 | -- | 0.00% |
| Sonora Investment Management, LLC | 68.80K | Sep 30, 21 | -- | 0.07% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 58.20K | Sep 30, 21 | -17.00K | 0.06% |
| Ameritas Investment Company, LLC | 36.04K | Sep 30, 21 | -1.90K | 0.04% |
| Hoover Financial Advisors, Inc. | 1.22K | Jun 30, 21 | +1.22K | 0.00% |
| Reby Advisors, LLC | 3.86K | Dec 31, 20 | +3.86K | 0.00% |
| Winslow, Evans & Crocker, Inc. | 458 | Dec 31, 20 | +458 | 0.00% |
| Blue Chip Wealth Management, Inc. | 47.16K | Sep 30, 20 | +47.16K | 0.05% |
| Wealthspire Advisors, L.P. | 23.16K | Sep 30, 20 | +23.16K | 0.02% |
| TCG Advisors, LP | -- | Sep 30, 20 | -270.09K | -- |
| FIDUCIARY TRUST INTERNATIONAL LLC | 13.07K | Jun 30, 20 | -- | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 222.12K | Dec 31, 19 | -3.63K | 0.23% |
| Advisor Group, Inc. | 30.90K | Dec 31, 19 | -17.42K | 0.03% |
| SUNTRUST BANKS INC | 48.13K | Sep 30, 19 | -- | 0.05% |
| NEXT Financial Holdings | 5.08K | Mar 31, 19 | +5.08K | 0.01% |
| Horizon Kinetics LLC | 513.56K | Dec 31, 18 | -6.63K | 0.52% |
| IFC Holdings Incorporated/FL | 14.41K | Dec 31, 17 | -- | 0.01% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -12.52K | -- |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -25.47K | -- |
| RAY GERALD L & ASSOCIATES LTD | 15.20K | Sep 30, 17 | -- | 0.02% |
| Commonwealth Equity Services, Inc | 122.83K | Jun 30, 17 | +17.52K | 0.12% |
| MSI Financial Services Inc | 20.77K | Dec 31, 16 | -3.41K | 0.02% |
| CITY NATIONAL BANK | 60.00K | Sep 30, 15 | -- | 0.06% |
| COHEN & STEERS CAPITAL MANAGEMENT INC | 1.45M | Mar 31, 15 | +1.45M | 1.47% |
| BAIRD ROBERT W & CO INC /WI/ | 25.17K | Mar 31, 15 | -- | 0.03% |
| ParenteBeard Wealth Management, LLC | -- | Dec 31, 14 | -10.73K | -- |
| UBS AG | 565.80K | Sep 30, 14 | +98.56K | 0.57% |
| McAdams Wright Ragen, Inc. | 21.25K | Sep 30, 14 | +1.55K | 0.02% |
| KMS FINANCIAL SERVICES, INC | 61.24K | Jun 30, 14 | -149.13K | 0.06% |
| US GLOBAL INVESTORS FUNDS | 10.00K | Dec 31, 13 | +10.00K | 0.01% |
| STIFEL NICOLAUS & CO INC \MO\ | 28.71K | Sep 30, 13 | -2.67K | 0.03% |
| First Allied Securities, Inc. | 90.19K | Jun 30, 12 | -21.98K | 0.09% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 1.16M | Jun 30, 10 | +343.99K | 1.18% |
| LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST | -- | Jun 30, 08 | -10.00K | -- |