CUSIP 74316P587
PROFESIONALLY MANAGED PORTFO
36 institutions · $266.2M total · 10,745,009 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ADVISOR GROUP HOLDINGS, INC. | 2,844,961 | $71.2M | 26.47% | 2025-12-31 |
| 2 | Congress Wealth Management LLC / DE / | 2,715,409 | $67.7M | 25.27% | 2025-06-30 |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 2,630,253 | $65.8M | 24.47% | 2025-12-31 |
| 4 | Envestnet Portfolio Solutions, Inc. | 806,805 | $20.2M | 7.50% | 2025-12-31 |
| 5 | MML INVESTORS SERVICES, LLC | 367,118 | $9.2M | 3.41% | 2025-12-31 |
| 6 | PRINCIPAL SECURITIES, INC. | 337,487 | $8.4M | 3.14% | 2025-12-31 |
| 7 | TRUIST FINANCIAL CORP | 195,058 | $4.9M | 1.81% | 2025-12-31 |
| 8 | B. Riley Wealth Advisors, Inc. | 118,360 | $3.0M | 1.10% | 2025-12-31 |
| 9 | GOLDMAN SACHS GROUP INC | 85,889 | $2.1M | 0.79% | 2025-12-31 |
| 10 | Resources Investment Advisors, LLC. | 67,998 | $1.7M | 0.63% | 2025-09-30 |
| 11 | JANE STREET GROUP, LLC | 65,190 | $1.6M | 0.60% | 2025-12-31 |
| 12 | Kestra Advisory Services, LLC | 57,451 | $1.4M | 0.53% | 2025-12-31 |
| 13 | Transamerica Financial Advisors, Inc. | 53,719 | $1.3M | 0.49% | 2025-12-31 |
| 14 | CITADEL ADVISORS LLC | 52,135 | $1.3M | 0.48% | 2025-12-31 |
| 15 | Kestra Investment Management, LLC | 50,546 | $1.3M | 0.47% | 2025-12-31 |
| 16 | Essex Savings Bank | 38,471 | $962.2K | 0.35% | 2025-12-31 |
| 17 | Snowden Capital Advisors LLC | 25,709 | $643.1K | 0.23% | 2025-12-31 |
| 18 | Cetera Investment Advisers | 25,411 | $635.7K | 0.23% | 2025-12-31 |
| 19 | PFG Advisors | 22,352 | $559.1K | 0.20% | 2025-12-31 |
| 20 | LPL Financial LLC | 20,853 | $521.6K | 0.19% | 2025-12-31 |
| 21 | Hilltop Holdings Inc. | 15,084 | $377.3K | 0.14% | 2025-12-31 |
| 22 | Atomi Financial Group, Inc. | 12,704 | $314.9K | 0.11% | 2025-03-31 |
| 23 | Semus Wealth Partners LLC | 11,861 | $295.8K | 0.11% | 2025-06-30 |
| 24 | J.W. COLE ADVISORS, INC. | 10,728 | $268.4K | 0.09% | 2025-12-31 |
| 25 | BANK OF AMERICA CORP /DE/ | 5,239 | $129.9K | 0.04% | 2025-03-31 |
| 26 | JPMORGAN CHASE & CO | 4,497 | $112.5K | 0.04% | 2025-09-30 |
| 27 | US BANCORP \DE\ | 3,266 | $81.7K | 0.03% | 2025-12-31 |
| 28 | Royal Bank of Canada | 3,207 | $80.0K | 0.02% | 2025-12-31 |
| 29 | Allworth Financial LP | 1,450 | $36.3K | 0.01% | 2025-12-31 |
| 30 | Minot DeBlois Advisors LLC | 1,192 | $29.1K | 0.01% | 2024-12-31 |
| 31 | UBS Group AG | 227 | $5.7K | 0.00% | 2025-12-31 |
| 32 | FLOW TRADERS U.S. LLC | 67,758 | $1.7K | 0.63% | 2025-12-31 |
| 33 | MORGAN STANLEY | 43 | $1.1K | 0.00% | 2025-03-31 |
| 34 | PARK AVENUE SECURITIES LLC | 16,640 | $416 | 0.15% | 2025-12-31 |
| 35 | Cambridge Investment Research Advisors, Inc. | 9,938 | $249 | 0.09% | 2025-12-31 |
| 36 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |