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Institutions Holding PBDC (58 holders)

58 institutions currently hold PBDC, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
CONDOR CAPITAL MANAGEMENT$9.0M0.75%
Cetera Investment Advisers$6.0M0.01%
LexAurum Advisors, LLC$5.9M0.77%
Clark Capital Management Group, Inc.$5.4M0.03%
Prota Financial, LLC$5.0M3.61%
ENVESTNET ASSET MANAGEMENT INC$4.1M0.00%
Evolution Wealth Advisors, LLC$3.4M0.35%
LPL Financial LLC$2.5M0.00%
Corient Private Wealth LLC$2.3M0.00%
Haven Private, LLC$1.8M0.77%
RFG Advisory, LLC$1.3M0.02%
Apollon Wealth Management, LLC$1.2M0.02%
Steward Partners Investment Advisory, LLC$1.1M0.01%
Farther Finance Advisors, LLC$1.1M0.01%
COMMONWEALTH EQUITY SERVICES, LLC$942.6K0.00%
BROWN ADVISORY INC$919.0K0.00%
GoalVest Advisory LLC$833.4K0.16%
RAYMOND JAMES FINANCIAL INC$812.0K0.00%
Closed-End Fund Advisors, Inc.$773.4K0.79%
INDEPENDENT FINANCIAL GROUP, LLC$704.7K0.02%
Naviter Wealth, LLC$680.9K0.09%
Wealthcare Advisory Partners LLC$483.0K0.01%
Discipline Wealth Solutions, LLC$424.9K0.04%
PRINCIPAL SECURITIES, INC.$403.6K0.01%
Pinion Investment Advisors, LLC$401.7K0.09%
Samalin Investment Counsel, LLC$387.4K0.14%
UBS Group AG$366.4K0.00%
D.A. DAVIDSON & CO.$364.3K0.00%
Allworth Financial LP$314.4K0.00%
Advyzon Investment Management, LLC$282.7K0.03%
HighTower Advisors, LLC$277.0K0.00%
MML INVESTORS SERVICES, LLC$271.2K0.00%
OSAIC HOLDINGS, INC.$267.6K0.00%
GENTRY PRIVATE WEALTH, LLC$262.9K0.16%
FOCUSED ALPHA, LLC$247.1K0.08%
Cambridge Investment Research Advisors, Inc.$246.0K0.00%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$218.1K0.03%
Rockefeller Capital Management L.P.$104.5K0.00%
NewEdge Advisors, LLC$66.5K0.00%
CWM, LLC$65.6K0.00%
Miller Global Investments, LLC$37.1K0.03%
NBC SECURITIES, INC.$31.5K0.00%
EverSource Wealth Advisors, LLC$27.6K0.00%
Clearstead Advisors, LLC$14.1K0.00%
Advisory Services Network, LLC$13.3K0.00%
ROYAL BANK OF CANADA$9.0K0.00%
Roble, Belko & Company, Inc$4.0K0.00%
Signature Equity Partners, LLC$3.8K0.00%
AMERIFLEX GROUP, INC.$3.4K0.00%
Cornerstone Planning Group LLC$2.3K0.00%
BROWN, LISLE/CUMMINGS, INC.$2.1K0.00%
Legacy Wealth Managment, LLC/ID$1.8K0.00%
PRIVATE TRUST CO NA$1.3K0.00%
Park Square Financial Group, LLC$579.00.00%
Osbon Capital Management LLC$524.00.00%
HARBOUR INVESTMENTS, INC.$331.00.00%
MORGAN STANLEY$221.00.00%
Strategic Wealth Partners, Ltd.$110.00.00%