We are live on ! Find out more
PIV

PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX

Delisted

PIV was delisted on the 29th of February, 2012.

Name Holding Trade Value Shares
Change
Change in
Stake
FAT
51
First American Trust
California
$867K +$293K +9,811 +51%
DAS
52
Dynamic Advisor Solutions
Arizona
$859K +$859K +28,799 New
CWM
53
Cornerstone Wealth Management
Missouri
$848K +$147K +5,062 +21%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$811K -$207K -6,921 -20%
KA
55
Kovack Advisors
Florida
$800K -$3.34K -112 -0.4%
JWBC
56
J.W. Burns & Co
New York
$715K
AWM
57
Altium Wealth Management
New York
$705K
CCM
58
Compton Capital Management
Rhode Island
$672K -$148K -4,960 -18%
SWM
59
SeaCrest Wealth Management
New York
$645K -$133K -4,444 -17%
B
60
Bridgeworth
Alabama
$621K +$621K +21,227 New
CFD
61
Creative Financial Designs
Indiana
$558K +$203K +6,795 +57%
DBRC
62
D.B. Root & Company
Pennsylvania
$557K +$557K +18,665 New
SVCP
63
Silicon Valley Capital Partners
California
$555K -$4.24K -142 -0.8%
EAM
64
Evanson Asset Management
California
$545K
CF
65
Centaurus Financial
California
$541K +$172K +5,771 +47%
TRCT
66
Tower Research Capital (TRC)
New York
$534K +$236K +7,904 +79%
FA
67
FCG Advisors
New Jersey
$526K +$1.31K +44 +0.3%
AI
68
Atria Investments
North Carolina
$494K +$77.4K +2,594 +19%
HCP
69
Holt Capital Partners
Texas
$468K
JMPWA
70
JP Morgan Private Wealth Advisors
California
$466K -$17.4M -584,312 -97%
NFG
71
Next Financial Group
Texas
$461K +$141K +4,710 +44%
Citadel Advisors
72
Citadel Advisors
Florida
$411K +$411K +13,758 New
CS
73
Credit Suisse
Switzerland
$397K -$333K -11,160 -46%
NL
74
NVWM LLC
Pennsylvania
$377K -$9.79K -336 -3%
IA
75
IFP Advisors
Florida
$336K