CUSIP 74006E736
PRAXIS FDS
12 institutions · $39.6M total · 1,111,077 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | EverSource Wealth Advisors, LLC | 722,285 | $26.4M | 65.00% | 2025-12-31 |
| 2 | LifeGuide Financial Advisors, LLC | 137,308 | $5.0M | 12.35% | 2025-12-31 |
| 3 | Smartleaf Asset Management LLC | 90,796 | $3.3M | 8.17% | 2025-12-31 |
| 4 | Kestra Advisory Services, LLC | 80,271 | $2.9M | 7.22% | 2025-12-31 |
| 5 | Cornerstone Financial Management LLC | 20,601 | $752.3K | 1.85% | 2025-12-31 |
| 6 | HARBOUR INVESTMENTS, INC. | 17,411 | $635.9K | 1.56% | 2025-12-31 |
| 7 | Strategic Blueprint, LLC | 11,958 | $436.7K | 1.07% | 2025-12-31 |
| 8 | LGT Financial Advisors LLC | 2,256 | $82.4K | 0.20% | 2025-12-31 |
| 9 | NATURAL INVESTMENTS, LLC | 28,167 | $1.0K | 2.53% | 2025-12-31 |
| 10 | UBS Group AG | 21 | $767 | 0.00% | 2025-12-31 |
| 11 | JPMORGAN CHASE & CO | 3 | $99 | 0.00% | 2025-06-30 |
| 12 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |