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PDI Institutional Holders — 374 Filers | AlphaSMO
PDI Institutional Holders — 374 Filers
374 institutions currently hold PDI, ranked below by position value.
View full stock page for PDI
Key Holders
Total Value
Avg Weight
Ascentis Independent Advisors
$119.7K
0.01%
WEBSTER BANK, N. A.
$110.5K
0.01%
Vision Retirement, LLC
$101.8K
0.03%
Medallion Wealth Advisors, LLC
$96.5K
0.03%
Global Wealth Strategies & Associates
$96.3K
0.02%
FNY Investment Advisers, LLC
$95.0K
0.04%
EverSource Wealth Advisors, LLC
$85.6K
0.00%
Atlantic Union Bankshares Corp
$79.2K
0.00%
GHP Investment Advisors, Inc.
$77.5K
0.00%
Arax Advisory Partners
$76.6K
0.00%
WFA of San Diego, LLC
$67.6K
0.05%
Golden State Wealth Management, LLC
$63.3K
0.01%
IFG Advisory, LLC
$62.9K
0.18%
ST GERMAIN D J CO INC
$61.9K
0.00%
FIRST HORIZON CORP
$57.5K
0.00%
Bogart Wealth, LLC
$57.4K
0.00%
Ancora Advisors LLC
$55.6K
0.00%
Hamrick Investment Counsel, llc
$52.7K
0.03%
Sankala Group LLC
$51.8K
0.04%
Nova Wealth Management, Inc.
$51.4K
0.03%
EASTERN BANK
$51.3K
0.00%
Federation des caisses Desjardins du Quebec
$47.7K
0.00%
HUNTINGTON NATIONAL BANK
$46.7K
0.00%
Osbon Capital Management LLC
$43.3K
0.04%
Advisory Services Network, LLC
$41.7K
0.00%
LRI Investments, LLC
$37.6K
0.00%
HHM Wealth Advisors, LLC
$36.3K
0.00%
Keating Financial Advisory Services, Inc.
$34.4K
0.01%
Western Pacific Wealth Management, LP
$34.2K
0.03%
Heritage Wealth Advisors
$34.2K
0.00%
ROTHSCHILD INVESTMENT LLC
$34.2K
0.00%
Intentional Wealth Strategies, LLC
$34.2K
0.03%
HANTZ FINANCIAL SERVICES, INC.
$34.0K
0.00%
Smartleaf Asset Management LLC
$33.9K
0.00%
Moisand Fitzgerald Tamayo, LLC
$31.5K
0.00%
JONES FINANCIAL COMPANIES LLLP
$30.5K
0.00%
Sunbelt Securities, Inc.
$27.4K
0.00%
Aspect Partners, LLC
$23.6K
0.01%
PFS Partners, LLC
$23.5K
0.01%
Evelyn Partners Asset Management Ltd
$22.1K
0.01%
Blue Trust, Inc.
$21.7K
0.00%
Coston, McIsaac & Partners
$19.0K
0.00%
Financial Management Professionals, Inc.
$18.3K
0.00%
COUNTRY TRUST BANK
$17.1K
0.00%
Wilkerson Advisory Group LLC
$17.0K
0.01%
North Star Investment Management Corp.
$15.4K
0.00%
Root Financial Partners, LLC
$13.7K
0.00%
ASSETMARK, INC
$12.4K
0.00%
SHP Wealth Management
$11.0K
0.00%
Walsh & Associates, LLC
$9.7K
0.01%
Strategic Wealth Partners, Ltd.
$9.1K
0.00%
Beaird Harris Wealth Management, LLC
$6.2K
0.00%
Salomon & Ludwin, LLC
$6.1K
0.00%
Advisors Asset Management, Inc.
$6.0K
0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC
$5.3K
0.00%
POM Investment Strategies, LLC
$4.8K
0.01%
GABLES CAPITAL MANAGEMENT INC.
$4.7K
0.00%
MCGUIRE CAPITAL ADVISORS INC
$4.4K
0.00%
Avion Wealth
$4.0K
0.00%
SWAN Capital LLC
$3.8K
0.00%
Roble, Belko & Company, Inc
$3.0K
0.00%
SALEM INVESTMENT COUNSELORS INC
$3.0K
0.00%
Axiom Investment Management LLC
$2.8K
0.00%
Capital Analysts, LLC
$2.0K
0.00%
HIGHLINE WEALTH PARTNERS LLC
$1.7K
0.00%
LGT Financial Advisors LLC
$1.6K
0.01%
Parallel Advisors, LLC
$1.6K
0.00%
SIGNATUREFD, LLC
$1.5K
0.00%
Greykasell Wealth Strategies, Inc.
$1.4K
0.00%
Holos Integrated Wealth LLC
$1.2K
0.00%
Reyes Financial Architecture, Inc.
$688.0
0.00%
Key Financial Inc
$565.0
0.00%
MassMutual Private Wealth & Trust, FSB
$68.0
0.00%
BNP PARIBAS FINANCIAL MARKETS
$0.2
0.00%
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