PML INC (PML) [Rocket]

Ownership

PML INC (PML)

Portfolio as of:

Name	Shares	Change	Value	% Port	% OS	Hist	Date
Fiera Capital Corp	964,487	964,487	8,718,962,000	0.03		Hist	06/30/2023
RIVERNORTH CAPITAL MANAGEMENT, LLC	940,811	600,058	8,504,931,000	0.42		Hist	06/30/2023
MORGAN STANLEY	937,421	28,210	8,474,285,000	0.00		Hist	06/30/2023
Ellis Investment Partners, LLC	442,485	29,268	4,000,060,000	0.98		Hist	06/30/2023
STIFEL FINANCIAL CORP	291,208	23,806	2,632,514,000	0.00		Hist	06/30/2023
Vivaldi Capital Management LP	281,257	74,933	2,542,567,000	0.78		Hist	06/30/2023
Claybrook Capital, LLC	280,187	0	2,532,890,000	1.35		Hist	06/30/2023
ADVISOR GROUP HOLDINGS, INC.	264,237	-193,377	2,388,715,000			Hist	06/30/2023
ROYAL BANK OF CANADA	225,513	-6,527	2,038,000,000	0.00		Hist	06/30/2023
BANK OF AMERICA CORP /DE/	199,431	-63,764	1,802,856,000	0.00		Hist	06/30/2023
Beta Wealth Group, Inc.	181,947	9,635	1,644,802,000	0.95		Hist	06/30/2023
LPL Financial LLC	170,846	52,839	1,604,247,000	0.00		Hist	03/31/2023
Cornerstone Advisory, LLC	166,008	166,008	1,558,819,000	0.28		Hist	03/31/2023
UBS Group AG	158,509	-19,550	1,432,921,000	0.00		Hist	06/30/2023
HighTower Advisors, LLC	128,764	9,662	1,164,000,000	0.00		Hist	06/30/2023
Claraphi Advisory Network, LLC	120,384	62,907	1,088,278,000			Hist	12/31/2022
Cetera Advisor Networks LLC	113,088	26,845	1,061,899,000	0.01		Hist	03/31/2023
GILL CAPITAL PARTNERS, LLC	113,459	58,441	1,025,669,000	0.43		Hist	06/30/2023
NewEdge Advisors, LLC	93,783	-1,800	847,798,000	0.01		Hist	06/30/2023
Raymond James Financial Services Advisors, Inc.	83,428	39,096	754,190,000	0.00		Hist	12/31/2022
RAYMOND JAMES & ASSOCIATES	82,733	12,940	747,926,000	0.00		Hist	12/31/2022
AVANTAX ADVISORY SERVICES, INC.	80,470	23,766	727,450,000	0.01		Hist	06/30/2023
Private Advisor Group, LLC	69,303	-10,230	650,751,000	0.01		Hist	03/31/2023
WELLS FARGO & COMPANY/MN	67,033	1,101	605,979,000	0.00		Hist	06/30/2023
Bank of New York Mellon Corp	59,343	59,343	536,464,000	0.00		Hist	06/30/2023
Moors & Cabot, Inc.	56,525	37,520	510,982,000			Hist	12/31/2022
Rockefeller Capital Management L.P.	56,075	-9,379	506,925,000	0.00		Hist	06/30/2023
Apollon Wealth Management, LLC	54,000	0	488,160,000	0.02		Hist	06/30/2023
CAPTRUST FINANCIAL ADVISORS	51,705	7,554	485,510,000	0.00		Hist	03/31/2023
AE Wealth Management LLC	48,128	48,128	435,077,000	0.00		Hist	06/30/2023
Traynor Capital Management, Inc.	44,669	9,704	403,812,000	0.06		Hist	12/31/2022
Summit Trail Advisors, LLC	44,030	27,352	400,134,000	0.02		Hist	12/31/2022
Palogic Value Management, L.P.	44,000	-4,000	397,760,000	0.19		Hist	06/30/2023
SFI Advisors, LLC	41,959	10,737	379,309,000	0.36		Hist	06/30/2023
Cetera Investment Advisers	40,036	883	375,943,000	0.00		Hist	03/31/2023
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