26 institutions currently hold PBTP, ranked below by position value.
| Key Holders | Total Value | Avg Weight |
|---|---|---|
| LPL Financial LLC | $20.4M | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 0.01% |
| Tidemark, LLC | $4.1M | 1.05% |
| Sowell Financial Services LLC | $2.4M | 0.09% |
| GOLDMAN SACHS GROUP INC | $1.6M | 0.00% |
| BANK OF AMERICA CORP /DE/ | $1.3M | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $1.2M | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | $1.2M | 0.00% |
| RAYMOND JAMES FINANCIAL INC | $1.2M | 0.00% |
| Kelly Financial Services LLC | $1.0M | 0.24% |
| Trilogy Capital Inc. | $876.1K | 0.04% |
| Beacon Pointe Advisors, LLC | $774.0K | 0.00% |
| CITADEL ADVISORS LLC | $771.9K | 0.00% |
| Arkadios Wealth Advisors | $635.2K | 0.01% |
| OSAIC HOLDINGS, INC. | $553.2K | 0.00% |
| MML INVESTORS SERVICES, LLC | $387.5K | 0.00% |
| Centerpoint Advisory Group | $307.4K | 0.23% |
| Destiny Capital Corp/CO | $206.3K | 0.11% |
| ROYAL BANK OF CANADA | $43.0K | 0.00% |
| BlackRock, Inc. | $33.6K | 0.00% |
| UBS Group AG | $33.4K | 0.00% |
| PRIVATE TRUST CO NA | $6.5K | 0.00% |
| Arax Advisory Partners | $1.4K | 0.00% |
| MORGAN STANLEY | $37.0 | 0.00% |
| HUNTINGTON NATIONAL BANK | $26.0 | 0.00% |
| WELLS FARGO & COMPANY/MN | $12.0 | 0.00% |