500 Wealthiest 'P' SEC Filers

Name Symbol Location Entity
PRICE T ROWE ASSOCIATES INC /MD/ DAY Baltimore, MD Company
PRINCIPAL FINANCIAL GROUP INC Des Moines, IA Company
PNC FINANCIAL SERVICES GROUP, INC. Pittsburgh, PA Company
PRIMECAP MANAGEMENT CO/CA/ Pasadena, CA Company
Pictet Asset Management Holding SA Carouge, Switzerland Company
PRUDENTIAL FINANCIAL INC PGIM Private Real Estate Fund, Inc., EMO, TYG Newark, NJ Company
PUTNAM INVESTMENTS LLC Boston, MA Company
ProShare Advisors LLC Bethesda, MD Company
Point72 Asset Management, L.P. Stamford, CT Company
PARNASSUS INVESTMENTS, LLC San Francisco, CA Company
Pacer Advisors, Inc. Malvern, PA Company
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Columbus, OH Company
PZENA INVESTMENT MANAGEMENT LLC New York, NY Company
POLEN CAPITAL MANAGEMENT LLC Boca Raton, FL Company
PUBLIC SECTOR PENSION INVESTMENT BOARD QBTS, GOCO Montreal, Quebec, Canada Company
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO Denver, CO Company
Pathstone Holdings, LLC Englewood, NJ Company
PANAGORA ASSET MANAGEMENT INC Boston, MA Company
Pershing Square Capital Management, L.P. HHH, CMG, HHC, SEG New York, NY Company
Polar Capital Holdings Plc London, United Kingdom Company
Personal Capital Advisors Corp Redwood City, CA Company
Private Advisor Group, LLC Morristown, NJ Company
PUBLIC INVESTMENT FUND Al Aqiq District, Riyadh, Saudi Arabia Company
PineStone Asset Management Inc. Montreal, Quebec, Canada Company
PRUDENTIAL PLC London Company
PineBridge Investments, L.P. New York, NY Company
Police & Firemen's Retirement System of New Jersey Trenton, NJ Company
PARK AVENUE SECURITIES LLC New York, NY Company
Pentwater Capital Management LP Naples, FL Company
Partners Value Investments L.P. Hamilton, Bermuda Company
Penserra Capital Management LLC Orinda, CA Company
Phoenix Financial Ltd. Stellus Private Credit BDC Givatayim Company
Prime Capital Investment Advisors, LLC Overland Park, KS Company
PICTON MAHONEY ASSET MANAGEMENT Toronto, Ontario, Canada Company
Platinum Equity Advisors, LLC/DE Beverly Hills, CA Company
PEAPACK GLADSTONE FINANCIAL CORP Bedminster, NJ Company
PINNACLE ASSOCIATES LTD New York, NY Company
Perpetual Ltd Sydney, New South Wales, Australia Company
PGIM Custom Harvest LLC Newark, NJ Company
PLATINUM EQUITY, LLC INGM, CMPO, CTOS, RYI Beverly Hills, CA Company
Pure Financial Advisors, LLC San Diego, CA Company
Investments PGGM Zeist, Netherlands Individual
PRINCIPAL SECURITIES, INC. Des Moines, IA Company
PROVIDENT TRUST CO Waukesha, WI Company
Prospera Financial Services Inc Dallas, TX Company
Placemark Investments, Inc. Chicago, IL Company
Perigon Wealth Management, LLC San Francisco, CA Company
PointState Capital LP New York, NY Company
Parallel Advisors, LLC San Francisco, CA Company
Polar Asset Management Partners Inc. BWMN, LUNR, HURC, FHLT Toronto, Ontario, Canada Company
PERCEPTIVE ADVISORS LLC CRNX, VBIV, SLNO, ALBO New York, NY Company
PAULSON & CO. INC. BHC, PPTA, AAMI, THM Jersey City, NJ Company
PINNACLE FINANCIAL PARTNERS INC Nashville, TN Company
Nelson Peltz SYY, JHG, PG, IVZ Palm Beach, FL Individual
PEAK6 LLC Austin, TX Company
Perfromance Wealth Partners, LLC Hinsdale, IL Company
PALISADE CAPITAL MANAGEMENT, LP Fort Lee, NJ Company
PECONIC PARTNERS LLC New York, NY Company
Paradigm Biocapital Advisors LP OLMA New York, NY Company
PRIO WEALTH LIMITED PARTNERSHIP Boston, MA Company
Partners Group Holding AG KLC Baar Zug Company
Parallax Volatility Advisers, L.P. San Francisco, CA Company
PAR CAPITAL MANAGEMENT INC Boston, MA Company
PRIVATE MANAGEMENT GROUP INC Irvine, CA Company
PEREGRINE CAPITAL MANAGEMENT LLC Minneapolis, MN Company
Pamplona Capital Management, LLC PRVA, SWIM New York, NY Company
PARK NATIONAL CORP /OH/ Newark, OH Company
Plancorp, LLC Saint Louis, MO Company
PROFUND ADVISORS LLC Bethesda, MD Company
Palestra Capital Management LLC New York, NY Company
Pallas Capital Advisors LLC Braintree, MA Company
Prana Capital Management, LP Greenwich, CT Company
Prescott General Partners LLC CACC, CMPR, WRLD, VAPO Boca Raton, FL Company
PITTENGER & ANDERSON INC Lincoln, NE Company
Paralel Advisors LLC Denver, CO Company
PARTNERS CAPITAL INVESTMENT GROUP, LLP Boston, MA Company
Patient Capital Management, LLC Baltimore, MD Company
PFG Advisors Phoenix, AZ Company
Premier Fund Managers Ltd Guildford, United Kingdom Company
Port Capital LLC Chicago, IL Company
Parsec Financial Management, Inc. Asheville, NC Company
POTOMAC FUND MANAGEMENT INC /ADV Bethesda, MD Company
PARADIGM CAPITAL MANAGEMENT INC/NY Albany, NY Company
PALLADIUM PARTNERS LLC Norfolk, VA Company
PACIFIC HEIGHTS ASSET MANAGEMENT LLC San Francisco, CA Company
Pinnacle Advisory Group, Inc. Columbia, MD Company
Point72 Hong Kong Ltd Hong Kong, Hong Kong Company
Politan Capital Management LP MASI, AZTA New York, NY Company
Permira Holdings LTD St. Peter Port, Guernsey Company
Prosperity Consulting Group, LLC Owings Mills, MD Company
Procyon Advisors, LLC Shelton, CT Company
Progeny 3, Inc. Kirkland, WA Company
PFG Investments, LLC Woodbury, NY Company
Paradigm Operations LP San Francisco, CA Company
Portolan Capital Management, LLC Boston, MA Company
Point72 Europe (London) LLP London, United Kingdom Company
PARSONS CAPITAL MANAGEMENT INC/RI Providence, RI Company
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Edina, MN Company
Principle Wealth Partners LLC Madison, CT Company
PATTEN & PATTEN INC/TN Chattanooga, TN Company
PRAXIS INVESTMENT MANAGEMENT INC Goshen, IN Company
Parvus Asset Management Europe Ltd London, United Kingdom Company
Parcion Private Wealth LLC Bellevue, WA Company
Plante Moran Financial Advisors, LLC Southfield, MI Company
PDT Partners, LLC New York, NY Company
PLATINUM INVESTMENT MANAGEMENT LTD Sydney Australia 2000, Australia Company
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. Knoxville, TN Company
Pine Valley Investments Ltd Liability Co Marlton, NJ Company
Polaris Capital Management, LLC Boston, MA Company
PHILLIPS FINANCIAL MANAGEMENT, LLC Fort Wayne, IN Company
Parametric Risk Advisors LLC Westport, CT Company
Plato Investment Management Ltd Sydney, Nsw, Australia Company
Pine Ridge Advisers LLC New York, NY Company
Proficio Capital Partners LLC Newton, MA Company
PDS Planning, Inc Dublin, OH Company
PENSIOENFONDS RAIL & OV Utrecht, Netherlands Company
Point72 (DIFC) Ltd Dubai, United Arab Emirates Company
PHILADELPHIA TRUST CO Philadelphia, PA Company
Private Wealth Partners, LLC Mill Valley, CA Company
P/E Global LLC Boston, MA Company
ProVise Management Group, LLC Clearwater, FL Company
Pinnacle Wealth Management Advisory Group, LLC Red Bank, NJ Company
Polaris Wealth Advisory Group, LLC San Rafael, CA Company
Penn Capital Management Company, LLC Philadelphia, PA Company
Penobscot Investment Management Company, Inc. Boston, MA Company
Park West Asset Management LLC ENVX, IEA, PRCH, ROVR San Francisco, CA Company
PILLAR PACIFIC CAPITAL MANAGEMENT LLC Pacifica, CA Company
Parkside Financial Bank & Trust Saint Louis, MO Company
PRELUDE CAPITAL MANAGEMENT, LLC New York, NY Company
PETREDIS INVESTMENT ADVISORS LLC Warrendale, PA Company
Private Advisory Group LLC Redmond, WA Company
PITCAIRN CO Conshohocken, PA Company
PPSC Investment Service Corp Tokyo Company
PAYDEN & RYGEL INVESTMENT GROUP Los Angeles, CA Company
Perennial Investment Advisors, LLC Los Angeles, CA Company
PAYDEN & RYGEL Los Angeles, CA Company
PFM Health Sciences, LP San Francisco, CA Company
PKO Investment Management Joint-Stock Co Warsaw, Poland Company
PARK PRESIDIO CAPITAL LLC San Francisco, CA Company
PACIFIC INVESTMENT MANAGEMENT CO LLC NE, NE, CCO Newport Beach, CA Company
PRIVATE TRUST CO NA Cleveland, OH Company
Private Ocean, LLC San Rafael, CA Company
Provident Investment Management, Inc. Novi, MI Company
Private Capital Management, LLC Naples, FL Company
Palisade Asset Management, LLC Minneapolis, MN Company
Parsifal Capital Management, LP Greenwich, CT Company
Pegasus Partners Ltd. Mequon, WI Company
Pictet North America Advisors SA Geneva 73, Switzerland Company
PENN DAVIS MCFARLAND INC Dallas, TX Company
PrairieView Partners, LLC St. Paul, MN Company
Parkwood LLC Cleveland, OH Company
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. PFMT, NATR Tulsa, OK Company
Pembroke Management, LTD Montreal, Quebec, Canada Company
Pekin Hardy Strauss, Inc. Chicago, IL Company
Perella Weinberg Partners Capital Management LP New York, NY Company
Pacific Life Fund Advisors LLC Newport Beach, CA Company
Planning Center, Inc. Moline, IL Company
Equity L.L.C. PSG Boston, MA Individual
PINKERTON WEALTH, LLC Coeur D Alene, ID Company
Petrus Trust Company, LTA CRCT Dallas, TX Company
Pale Fire Capital SE GRPN Prague, Czech Republic Company
Parkman Healthcare Partners LLC SPRB Stamford, CT Company
PARTHENON LLC Louisville, KY Company
Private Capital Advisors, Inc. Darien, CT Company
Portland Global Advisors LLC Portland, ME Company
Permian Investment Partners, LP Dallas, TX Company
Philosophy Capital Management LLC Alamo, CA Company
Philip James Wealth Mangement, LLC Milton, GA Company
Portfolio Strategies, Inc. Montvale, NJ Company
Pinnacle Wealth Planning Services, Inc. Mansfield, OH Company
Private Wealth Asset Management, LLC Cedar Rapids, IA Company
MICHAEL F. PRICE New York, NY Individual
Peak XV Partners V Ltd. FRSH Trianon, Mauritius Company
Per Stirling Capital Management, LLC. Austin, TX Company
Prime Capital Management Co Ltd Hong Kong, Hong Kong Company
Passaic Partners LLC Newark, NJ Company
PROSPECTOR PARTNERS LLC Guilford, CT Company
PATTON ALBERTSON MILLER GROUP, LLC Chattanooga, TN Company
Pertento Partners LLP London, United Kingdom Company
Parvus Asset Management Jersey Ltd St. Helier, Jersey Company
Parkside Investments, LLC Deerfield, IL Company
Pathway Financial Advisors LLC South Burlington, VT Company
Portfolio Solutions, LLC Royal Oak, MI Company
Pantera Capital Partners LP San Francisco, CA Company
Patriot Financial Group Insurance Agency, LLC Westborough, MA Company
PLANNING ALTERNATIVES LTD /ADV Birmingham, MI Company
Premier Path Wealth Partners, LLC Madison, NJ Company
Provenance Wealth Advisors, LLC Fort Lauderdale, FL Company
PROFESSIONAL ADVISORY SERVICES INC Vero Beach, FL Company
Polianta Ltd St Helier, Jersey Company
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC Minneapolis, MN Company
Portman Square Capital LLP London Company
Pandi, LLC Kansas City, MO Company
Polymer Capital Management (US) LLC New York, NY Company
Phocas Financial Corp. Alameda, CA Company
Peterson Wealth Advisors, LLC Orem, UT Company
PERSHING SQUARE HOLDCO, L.P. New York, NY Company
Portside Wealth Group, LLC Provo, UT Company
Parker Investment Management, LLC Menlo Park, CA Company
Power Corp of Canada Montreal, Quebec, Canada (Federal Level) Company
Polymer Capital Management (HK) LTD Hong Kong, Hong Kong Company
Physician Wealth Advisors, Inc. Midvale, UT Company
PROFFITT & GOODSON INC Knoxville, TN Company
Pasadena Private Wealth, LLC Pasadena, CA Company
Patriot Wealth Management, Inc. Houston, TX Company
Pinnacle Summer Investments, Inc. Fairfax, VA Company
Permanens Capital L.P. New York, NY Company
Polunin Capital Partners Ltd London, United Kingdom Company
Point72 Asia (Singapore) Pte. Ltd. Singapore Company
Pier Capital, LLC Stamford, CT Company
Pacific Sage Partners, LLC Edmonds, WA Company
PERSONAL CFO SOLUTIONS, LLC Chester, NJ Company
Princeton Global Asset Management LLC Princeton, NJ Company
PBMares Wealth Management LLC Williamsburg, VA Company
Probity Advisors, Inc. Dallas, TX Company
Primavera Capital Management Ltd George Town, Cayman Islands Company
PETTYJOHN, WOOD & WHITE, INC Lynchburg, VA Company
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC Boston, MA Company
Perennial Advisors, LLC New York, NY Company
PenderFund Capital Management Ltd. Vancouver, British Columbia, Canada Company
Peninsula Wealth, LLC San Francisco, CA Company
Providence Equity Partners L.L.C. Providence, RI Company
Portfolio Design Labs, LLC Encino, CA Company
Perseverance Asset Management International George Town, Cayman Islands Company
Psagot Value Holdings Ltd. Tel Aviv, Israel Company
Partners in Financial Planning Salem, VA Company
Pacific Capital Wealth Advisors, Inc. Corona, CA Company
Providence Capital Advisors, LLC Charlotte, NC Company
Peak Asset Management, LLC Louisville, CO Company
Pinpoint Asset Management Ltd Hong Kong, Hong Kong Company
Perbak Capital Partners LLP London, United Kingdom Company
Poplar Forest Capital LLC Pasadena, CA Company
PATTON FUND MANAGEMENT, INC. Dallas, TX Company
Privium Fund Management B.V. Amsterdam, Netherlands Company
PAX Financial Group, LLC San Antonio, TX Company
Paracle Advisors, LLC Mercer Island, WA Company
PRESILIUM PRIVATE WEALTH, LLC Radnor, PA Company
Private Portfolio Partners LLC Paramus, NJ Company
Pinpoint Asset Management (Singapore) Pte. Ltd. Singapore Company
PINNBROOK CAPITAL MANAGEMENT LP New York, NY Company
Palo Alto Investors LP Palo Alto, CA Company
Perkins Coie Trust Co Seattle, WA Company
PIER 88 INVESTMENT PARTNERS LLC San Francisco, CA Company
Prestige Wealth Management Group LLC Flemington, NJ Company
Princeton Portfolio Strategies Group LLC Princeton, NJ Company
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Leawood, KS Company
Pilgrim Global Advisors LLC Reno, NV Company
Patten Group, Inc. Chattanooga, TN Company
Permanent Capital Management, LP Chicago, IL Company
Pettinga Financial Advisors LLC Evansville, IN Company
Praesidium Investment Management Company, LLC New York, NY Company
Post Oak Energy Holdings, LLC ESTE Houston, TX Company
Praetorian Wealth Management, Inc. Carmel, CA Company
PNC Managed Account Solutions, Inc. Houston, TX Company
PFIZER INC ORIC, PYXS New York, NY Company
Paloma Partners Management Co Greenwich, CT Company
Philadelphia Financial Management of San Francisco, LLC San Francisco, CA Company
Private Wealth Strategies, L.L.C. New Albany, OH Company
P2 Capital Partners, LLC NOTV New York, NY Company
Paragon Capital Management Ltd Denver, CO Company
Professional Financial Advisors, LLC North Platte, NE Company
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC Irvine, CA Company
Paul John Balson Marina Del Rey, CA Individual
Park Place Capital Corp Homewood, AL Company
PEDDOCK CAPITAL ADVISORS, LLC Braintree, MA Company
PRECEDENT WEALTH PARTNERS, LLC Houston, TX Company
Poehling Capital Management, INC. Madison, WI Company
PEAVINE CAPITAL, LLC Reno, NV Company
ParaFi Capital LP New York, NY Company
Parkside Advisors LLC Berkeley, CA Company
Pacific Ridge Capital Partners, LLC Lake Oswego, OR Company
Paradigm Financial Advisors, LLC Des Peres, MO Company
Pureheart Capital Pte Ltd. Singapore Company
Paradice Investment Management LLC Denver, CO Company
Park Edge Advisors, LLC Cleveland, OH Company
PLIMOTH TRUST CO LLC Plymouth, MA Company
Parisi Gray Wealth Management Mendham, NJ Company
PARADIGM ASSET MANAGEMENT CO LLC New York, NY Company
Petix & Botte Co La Mesa, CA Company
Panview Asian Equity Master Fund Central, Hong Kong Company
PIONEER TRUST BANK N A/OR Salem, OR Company
PRIVATE ASSET MANAGEMENT INC San Diego, CA Company
Paulson Wealth Management Inc. West Palm Beach, FL Company
PKS Advisory Services, LLC Albany, NY Company
Paradiem, LLC Covington, LA Company
Platform Technology Partners New York, NY Company
Prosight Management, LP Dallas, TX Company
Proem Advisors LLC Dallas, TX Company
Progressive Investment Management Corp Lake Oswego, OR Company
PERISCOPE CAPITAL INC. ZEO, ICCT Toronto, Ontario, Canada Company
PRUDENT INVESTORS NETWORK, INC. Lake Forest, CA Company
Prentice Wealth Management LLC Rochester, NY Company
Palumbo Wealth Management LLC Great Neck, NY Company
Prostatis Group LLC Hanover, MD Company
Passport Capital, LLC San Francisco, CA Company
Pacific Center for Financial Services San Ramon, CA Company
PSI Advisors, LLC Tampa, FL Company
Prosperity Planning, Inc. North Kansas City, MO Company
PARUS FINANCE (UK) Ltd London, United Kingdom Company
PHH Investments, Ltd. Addison, TX Company
Peak Financial Management, Inc. Wellesley, MA Company
Performa Ltd (US), LLC Charleston, SC Company
Packer & Co Ltd Cottesloe, Australia Company
Premier Financial Group Eureka, CA Company
Patient Square Capital LP Menlo Park, CA Company
PYA Waltman Capital, LLC Knoxville, TN Company
PRINCETON CAPITAL MANAGEMENT LLC Red Bank, NJ Company
PHYSICIANS FINANCIAL SERVICES, INC. Raleigh, NC Company
Platte River Wealth Advisors, LLC Louisville, CO Company
Promethos Capital, LLC Boston, MA Company
Plan Group Financial, LLC Oklahoma City, OK Company
Pennant Investors, LP Summit, NJ Company
Prism Advisors, Inc. Studio City, CA Company
Pensionfund Sabic Sittard Company
Pacifica Capital Investments, LLC Leander, TX Company
Paragon Advisors, LLC College Station, TX Company
MICHAEL J. PUZO Boston, MA Individual
Pinion Investment Advisors, LLC Wichita, KS Company
PORTLAND INVESTMENT COUNSEL INC. Burlington, Ontario, Canada Company
Securities ULC Presima Montreal, Quebec, Canada Individual
Private Wealth Management Group, LLC Princeton, NJ Company
Paragon Wealth Strategies, LLC Jacksonville, FL Company
PhiloSmith Capital Corp Stamford, CT Company
PCJ Investment Counsel Ltd. Toronto, Ontario, Canada Company
Prasad Wealth Partners, LLC Independence, OH Company
Price Wealth, LLC Austin, TX Company
Peak Retirement Planning, Inc. Columbus, OH Company
P SCHOENFELD ASSET MANAGEMENT LP New York, NY Company
Pineridge Advisors LLC St. Charles, MO Company
PROATHLETE WEALTH MANAGEMENT LLC Boca Raton, FL Company
Phraction Management LLC Colchester, CT Company
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV Huntingdon Valley, PA Company
PALO ALTO WEALTH ADVISORS, LLC Palo Alto, CA Company
PCG Wealth Advisors, LLC Overland Park, KS Company
Pathway Financial Advisers, LLC Auburn, IN Company
Pinnacle Bancorp, Inc. Beatrice, NE Company
Pineno Levin & Ford Asset Management, Inc. Richmond, VA Company
Parkwoods Wealth Partners, LLC Syracuse, NY Company
Peregrine Asset Advisers, Inc. Portland, OR Company
Presidio Capital Management, LLC San Diego, CA Company
PL Capital Advisors, LLC EVBN, OPOF Naples, FL Company
PFW Advisors LLC Atlanta, GA Company
Pinnacle Financial Group, LLC / IL Western Springs, IL Company
Provident Wealth Management, LLC Brentwood, TN Company
Pioneer Wealth Management Group Austin, TX Company
Potrero Capital Research LLC San Francisco, CA Company
Precocity Capital LP Stamford, CT Company
Pine Harbor Wealth Management, LLC Fairfax, VA Company
Proquility Private Wealth Partners, LLC Las Vegas, NV Company
Punch Card Management L.P. Winter Park, FL Company
PRIVATE CLIENT SERVICES, LLC Louisville, KY Company
PURE PORTFOLIOS HOLDINGS LLC Lake Oswego, OR Company
Permit Capital, LLC West Conshohocken, PA Company
Patriot Financial Partners GP II, L.P. Radnor, PA Company
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. Warszawa, Poland Company
Palo Duro Investment Partners, LP Chicago, IL Company
Partnervest Advisory Services LLC Santa Barbara, CA Company
Purus Wealth Management, LLC Newport Beach, CA Company
Pegasus Asset Management, Inc. Morristown, NJ Company
PENOBSCOT WEALTH MANAGEMENT Portland, ME Company
PECAUT & CO. Sioux City, IA Company
Payne Capital Management, LLC New York, NY Company
Precision Wealth Strategies, LLC Saint Louis, MO Company
Passive Capital Management, LLC. Baltimore, MD Company
Paragon Private Wealth Management, LLC Lexington, KY Company
Prairiewood Capital, LLC Fargo, ND Company
Pines Wealth Management, LLC Southern Pines, NC Company
PWMCO, LLC Chicago, IL Company
Prosperity Wealth Management, Inc. San Ramon, CA Company
Prevatt Capital Ltd Nassau, Bahamas Company
Peachtree Investment Partners, LLC Indian River Shores,, FL Company
Providence First Trust Co Scottsdale, AZ Company
Planned Solutions, Inc. Folsom, CA Company
Pinnacle Holdings, LLC Tulsa, OK Company
Powell Investment Advisors, LLC Miami, FL Company
PATRIOT FINANCIAL PARTNERS GP, LP Radnor, PA Company
Palisades Hudson Asset Management, L.P. Fort Lauderdale, FL Company
POWER WEALTH MANAGEMENT LLC Alpharetta, GA Company
Prosperity Financial Group, Inc. San Ramon, CA Company
PCA Investment Advisory Services Inc. Cincinnati, OH Company
Prudent Man Advisors, LLC Naperville, IL Company
Private Wealth Advisors, LLC Fresno, CA Company
Powers Advisory Group, LLC Highland, IL Company
Palisades Investment Partners, LLC Santa Monica, CA Company
Painted Porch Advisors LLC Santa Barbara, CA Company
POTENTIA WEALTH San Jose, CA Company
PRW Wealth Management LLC Quincy, MA Company
Phoenix Wealth Advisors Chapel Hill, NC Company
PENNEY FINANCIAL, LLC Houston, TX Company
Plum Street Advisors, LLC New Orleans, LA Company
Pinnacle Private Wealth, LLC Andover, MA Company
Peloton Wealth Strategists Indianapolis, IN Company
Point View Wealth Management, Inc. Summit, NJ Company
Parkshore Wealth Management, Inc. Granite Bay, CA Company
Parker Financial LLC Silverdale, WA Company
Prairie Wealth Advisors, Inc. Omaha, NE Company
Prosperitas Financial LLC Valencia, CA Company
Peirce Capital Management, LLC The Woodlands, TX Company
PACES FERRY WEALTH ADVISORS, LLC Atlanta, GA Company
PLUSTICK MANAGEMENT LLC Charlottesville, VA Company
PHILADELPHIA INTERNATIONAL ADVISORS LP Philadelphia, PA Company
PFC CAPITAL GROUP, INC. Los Angeles, CA Company
PVG Asset Management Golden, CO Company
Palogic Value Management, L.P. Dallas, TX Company
Physician Wealth Solutions Inc. North Las Vegas, NV Company
Palo Capital, Inc. Newport Beach, CA Company
Panview Capital Ltd Hong Kong, Hong Kong Company
Pavion Blue Capital, LLC Newport Beach, CA Company
Prospect Hill Management, LLC Short Hills, NJ Company
Porter White Investment Advisors, Inc. Birmingham, AL Company
PRECISION PATH CAPITAL, LP New York, NY Company
PRAGMA GESTAO DE PATRIMONIO LTD Sao Paulo, Brazil Company
Proactive Wealth Strategies LLC Marietta, GA Company
POSTROCK PARTNERS LLC Overland Park, OR Company
Pinnacle Family Advisors, LLC Springfield, MO Company
PFG Private Wealth Management, LLC Lutz, FL Company
PhiloSmith Capital Corp Stamford, CT Company
Pacifica Partners Inc. Surrey, Canada (Federal Level) Company
Pilgrim Partners Asia Pte Ltd Singapore Company
PEAK FINANCIAL ADVISORS LLC Denver, CO Company
Prodigy Asset Management LLC Omaha, NE Company
PEOPLES FINANCIAL SERVICES CORP. Moosic, PA Company
PATRON PARTNERS, LLC Houston, TX Company
PFS Partners, LLC Mine Hill, NJ Company
Powers Capital, LLC San Francisco, CA Company
Pflug Koory, LLC Omaha, NE Company
PACK Private Wealth, LLC Wayzata, MN Company
Palmer Knight Co Jacksonville, FL Company
PERRITT CAPITAL MANAGEMENT INC Chicago, IL Company
PENNINGTON PARTNERS & CO., LLC Bethesda, MD Company
Piermont Capital Management Inc. St. Louis, MO Company
PLANNING PROFESSIONAL Thousand Oaks, CA Individual
Purkiss Capital Advisors LLC Ridgefield, CT Company
Private Wealth Group, LLC Tampa, FL Company
Paragon Capital Management LLC Overland Park, KS Company
PACIFIC SUN FINANCIAL CORP Los Angeles, CA Company
PEG CAPITAL MANAGEMENT INC /NH/ Canaan, NH Company
Pacific Edge Advisors, LLC Corona Del Mar, CA Company
Palidye Holdings (Caymans) Ltd Grand Cayman Company
Private Vista, LLC Chicago, IL Company
Pointe Capital Management LLC Grosse Pointe Farms, MI Company
PEREGRINE INVESTMENT MANAGEMENT INC Toronto, Ontario, Canada Company
Plotkin Financial Advisors, LLC Chevy Chase, MD Company
Permit Capital Advisors, LLC West Conshohocken, PA Company
Pacific Wealth Management San Diego, CA Company
PLANNING DIRECTIONS INC Glen Mills, PA Company
Prospera Capital Management, LLC Gilbert, AZ Company
PRINCETON CAPITAL MANAGEMENT INC Princeton, NJ Company
Paul R. Ried Financial Group, LLC Bellevue, WA Company
Plan A Wealth LLC Lincoln, NE Company
Pinnacle Wealth Management Group, Inc. Plymouth, MI Company
PENINSULA ASSET MANAGEMENT INC Bradenton, FL Company
Planning Solutions Group LLC Fulton, MD Company
Prospect Capital Advisors, LLC Sausalito, CA Company
Pelham Capital Ltd. London Company
Prepared Retirement Institute LLC Lansdale, PA Company
Patrick Mauro Investment Advisor, INC. Oak Brook, IL Company
Pullen Investment Management, LLC Bradenton, FL Company
Piedmont Capital Management, LLC Whitefish, MT Company
Pomelo Capital LLC New York, NY Company
Pacific Point Advisors, LLC San Diego, CA Company
PROVENCE WEALTH MANAGEMENT GROUP Irvine, CA Company
POM Investment Strategies, LLC Raleigh, NC Company
PURSUE WEALTH PARTNERS LLC Clayton, CA Company
Prime Buchholz LLC Portsmouth, NH Company
Prairie Sky Financial Group LLC Lake Bluff, IL Company
Pettee Investors, Inc. Rowayton, CT Company
Prudent Man Investment Management, Inc. Louisville, CO Company
Pachira Investments Inc. Dana Point, CA Company
PANORAMIC INVESTMENT ADVISORS, LLC Denver, CO Company
PharVision Advisers, LLC Boca Raton, FL Company
PJT Investments Corp. Toronto Company
PCO INVESTMENT MANAGEMENT LP Mill Valley, CA Company
PTM WEALTH MANAGEMENT, LLC North Wales, United States Company
PRENTISS SMITH & CO INC Brattleboro, VT Company
Private Wealth Advisors, Inc. Greensburg, PA Company
PROMETHIUM ADVISORS,LLC Bethesda, MD Company
Prospect Financial Services LLC Melville, NY Company
Pilgrim Global ICAV SOC Dublin Individual
Pivotal bioVenture Partners Investment Advisor LLC San Francisco, CA Company
PERRY CREEK CAPITAL LP New York, NY Company
Presper Financial Architects, LLC Akron, OH Company
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. Portage, MI Company
PETRA FINANCIAL ADVISORS INC Colorado Srpings, CO Company
PORTLAND HILL CAPITAL LLP London, United Kingdom Company
PING CAPITAL MANAGEMENT, INC. New York, NY Company
Pandora Wealth, Inc. Oakbrook Terrace, IL Company
Praetorian PR LLC Rincon, PR Company
PRING TURNER CAPITAL GROUP INC Alamo, CA Company
Panoramic Capital Partners, LLC Lake Oswego, OR Company
Pacific Wealth Strategies Group, Inc. Santa Barbara, CA Company
PEOPLES BANK /OH Marietta, OH Company
PARAGON FINANCIAL PARTNERS, INC. Woodland Hills, CA Company
POPE ASSET MANAGEMENT, LLC Memphis, TN Company
Papamarkou Wellner Asset Management inc. New York, NY Company
PINNEY & SCOFIELD, INC. Cambridge, MA Company
Peak XV Partners Operations LLC Trianon, Mauritius Company
Passumpsic Savings Bank St. Johnsbury, VT Company
Privium Fund Management (UK) Ltd London, United Kingdom Company
Pillar Financial Advisors, LLC Louisville, KY Company

All SEC Filers