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Institutions Holding PTRB (89 holders)

89 institutions currently hold PTRB, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
PRUDENTIAL FINANCIAL INC$108.5M0.13%
Apollon Wealth Management, LLC$71.7M1.17%
ENVESTNET ASSET MANAGEMENT INC$53.4M0.01%
RAYMOND JAMES FINANCIAL INC$49.3M0.02%
HOWARD FINANCIAL SERVICES, LTD.$32.4M3.64%
BOYUM WEALTH ARCHITECTS LLC$27.3M11.41%
Beacon Pointe Advisors, LLC$21.3M0.11%
Advisory Resource Group$20.8M3.57%
COMMONWEALTH EQUITY SERVICES, LLC$19.5M0.03%
JONES FINANCIAL COMPANIES LLLP$14.9M0.01%
Mariner, LLC$14.3M0.02%
Team Financial Group, LLC$13.9M6.29%
First Heartland Consultants, Inc.$12.8M0.98%
OSAIC HOLDINGS, INC.$12.5M0.02%
RFG - Bristol Wealth Advisors, LLC$11.1M3.00%
NOVEM GROUP$11.0M1.26%
GENESIS PRIVATE WEALTH, LLC$9.2M2.91%
Integrity Wealth Solutions LLC$8.8M3.48%
Integrated Wealth Concepts LLC$7.9M0.06%
MGO ONE SEVEN LLC$7.8M0.16%
AJ Advisors, LLC$7.6M2.80%
Huntleigh Advisors, Inc.$6.9M1.18%
STIFEL FINANCIAL CORP$6.7M0.01%
Bank of New York Mellon Corp$6.6M0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.2M0.01%
Prime Capital Investment Advisors, LLC$5.3M0.06%
Pinnacle Financial Group, LLC / IL$5.3M1.45%
SILVER OAK SECURITIES, INCORPORATED$5.1M0.37%
Apollon Financial, LLC$4.7M0.65%
Cetera Investment Advisers$4.6M0.00%
Prosperity Financial Group, Inc.$4.5M1.65%
MOSAIC FAMILY WEALTH PARTNERS, LLC$4.4M0.45%
Kingsview Wealth Management, LLC$3.9M0.05%
Private Wealth Asset Management, LLC$3.6M0.38%
LPL Financial LLC$3.4M0.00%
&PARTNERS$3.3M0.02%
Maia Wealth LLC$3.3M0.55%
Kelman-Lazarov, Inc.$3.3M0.47%
HighTower Advisors, LLC$3.0M0.00%
RICHARDS, MERRILL & PETERSON, INC.$2.7M0.99%
First Citizens Financial Corp$2.2M1.03%
Clearstead Advisors, LLC$2.2M0.02%
SilverOak Wealth Management LLC$2.2M0.34%
MSH Capital Advisors LLC$2.1M0.45%
JANE STREET GROUP, LLC$2.1M0.00%
Sanctuary Advisors, LLC$1.7M0.01%
Daybright Advisory Services, Inc.$1.6M0.44%
Ascentis Independent Advisors$1.6M0.12%
TWIN PEAKS WEALTH ADVISORS, LLC$1.5M0.37%
Armor Investment Advisors, LLC$1.4M0.51%
Investors Portfolio Services LLC$1.3M1.25%
JPMORGAN CHASE & CO$1.3M0.00%
Cambridge Investment Research Advisors, Inc.$1.3M0.00%
OneDigital Investment Advisors LLC$1.2M0.01%
CITADEL ADVISORS LLC$1.1M0.00%
NATIONAL BANK OF CANADA /FI/$933.7K0.00%
NATIXIS ADVISORS, LLC$914.0K0.00%
Farther Finance Advisors, LLC$884.3K0.01%
WealthPLAN Partners, LLC$855.2K0.17%
Coign Capital Advisors LLC$790.9K0.42%
GATEWAY INVESTMENT ADVISERS LLC$756.2K0.01%
Rockefeller Capital Management L.P.$667.0K0.00%
Goodwin Investment Advisory$664.3K0.79%
Peck Wealth Management, LLC$622.6K0.62%
Three Magnolias Financial Advisors, LLC$552.0K0.35%
Janney Montgomery Scott LLC$511.0K0.00%
Cypress Capital, LLC$441.8K0.13%
SUMMIT WEALTH GROUP LLC / CO$372.7K0.04%
Acorn Wealth Advisors, LLC$317.9K0.09%
KESTRA PRIVATE WEALTH SERVICES, LLC$298.3K0.00%
CORA CAPITAL ADVISORS LLC$277.0K0.09%
Axecap Investments, LLC$265.1K0.18%
GWN SECURITIES INC.$263.6K0.05%
TRUIST FINANCIAL CORP$238.2K0.00%
Everest Financial Group LLC$226.4K0.04%
MML INVESTORS SERVICES, LLC$208.5K0.00%
Register Financial Advisors LLC$128.8K0.05%
WELLS FARGO & COMPANY/MN$126.6K0.00%
HANTZ FINANCIAL SERVICES, INC.$59.0K0.00%
NewEdge Advisors, LLC$57.0K0.00%
MORGAN STANLEY$39.6K0.00%
Steward Partners Investment Advisory, LLC$31.8K0.00%
ROYAL BANK OF CANADA$27.0K0.00%
SHP Wealth Management$26.7K0.00%
IFP Advisors, Inc$16.1K0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC$15.0K0.01%
Sound Income Strategies, LLC$5.3K0.00%
CoreCap Advisors, LLC$5.2K0.00%
EverSource Wealth Advisors, LLC$4.8K0.00%