CUSIP 74316P645
PROFESIONALLY MANAGED PORTFO
49 institutions · $182.5M total · 13,252,838 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,263,909 | $40.0M | 9.53% | 2025-12-31 |
| 2 | Glenview Trust co | 985,506 | $31.2M | 7.43% | 2025-12-31 |
| 3 | Rockefeller Capital Management L.P. | 685,198 | $21.9M | 5.17% | 2025-12-31 |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 632,721 | $20.0M | 4.77% | 2025-12-31 |
| 5 | MGO ONE SEVEN LLC | 460,897 | $14.6M | 3.47% | 2025-12-31 |
| 6 | OSAIC HOLDINGS, INC. | 347,732 | $11.0M | 2.62% | 2025-12-31 |
| 7 | CW Advisors, LLC | 272,040 | $8.5M | 2.05% | 2025-06-30 |
| 8 | Brooklyn Investment Group | 168,198 | $5.4M | 1.26% | 2025-12-31 |
| 9 | Integrated Wealth Concepts LLC | 122,535 | $3.9M | 0.92% | 2025-12-31 |
| 10 | Berkshire Bank | 104,448 | $3.3M | 0.78% | 2025-12-31 |
| 11 | STIFEL FINANCIAL CORP | 91,420 | $2.9M | 0.68% | 2025-12-31 |
| 12 | Clarendon Private LLC | 82,107 | $2.6M | 0.61% | 2025-12-31 |
| 13 | CONGRESS ASSET MANAGEMENT CO | 82,107 | $2.6M | 0.61% | 2025-12-31 |
| 14 | Gibbs Wealth Management | 63,121 | $2.1M | 0.47% | 2025-12-31 |
| 15 | JONES FINANCIAL COMPANIES LLLP | 39,933 | $1.3M | 0.30% | 2025-12-31 |
| 16 | FULLCIRCLE WEALTH LLC | 33,752 | $1.0M | 0.25% | 2024-12-31 |
| 17 | Portside Wealth Group, LLC | 32,189 | $1.0M | 0.24% | 2025-12-31 |
| 18 | Apollon Wealth Management, LLC | 31,696 | $1.0M | 0.23% | 2025-12-31 |
| 19 | Diversify Advisory Services, LLC | 25,784 | $888.8K | 0.19% | 2025-12-31 |
| 20 | GK Wealth Management LLC | 26,762 | $846.2K | 0.20% | 2025-12-31 |
| 21 | TOWNSQUARE CAPITAL LLC | 22,850 | $712.5K | 0.17% | 2025-06-30 |
| 22 | Revisor Wealth Management LLC | 20,973 | $706.1K | 0.15% | 2025-12-31 |
| 23 | NORDEN GROUP LLC | 22,167 | $700.9K | 0.16% | 2025-12-31 |
| 24 | DIVERSIFY WEALTH MANAGEMENT, LLC | 16,536 | $556.8K | 0.12% | 2025-12-31 |
| 25 | JANE STREET GROUP, LLC | 17,220 | $544.5K | 0.12% | 2025-12-31 |
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,827 | $532.1K | 0.12% | 2025-12-31 |
| 27 | OLD MISSION CAPITAL LLC | 11,033 | $330.1K | 0.08% | 2024-12-31 |
| 28 | CITADEL ADVISORS LLC | 10,125 | $320.2K | 0.07% | 2025-12-31 |
| 29 | Quantinno Capital Management LP | 9,309 | $294.4K | 0.07% | 2025-12-31 |
| 30 | PFG Advisors | 8,510 | $283.5K | 0.06% | 2025-09-30 |
| 31 | Aptus Capital Advisors, LLC | 7,945 | $251.2K | 0.05% | 2025-12-31 |
| 32 | Financial Network Wealth Advisors LLC | 7,527 | $238.0K | 0.05% | 2025-12-31 |
| 33 | HANTZ FINANCIAL SERVICES, INC. | 7,489,237 | $236.8K | 56.51% | 2025-12-31 |
| 34 | GOLDMAN SACHS GROUP INC | 7,659 | $229.2K | 0.05% | 2024-12-31 |
| 35 | Orion Porfolio Solutions, LLC | 6,578 | $208.0K | 0.04% | 2025-12-31 |
| 36 | COMERICA BANK | 5,843 | $184.8K | 0.04% | 2025-12-31 |
| 37 | HARBOR INVESTMENT ADVISORY, LLC | 2,240 | $70.8K | 0.01% | 2025-12-31 |
| 38 | RAYMOND JAMES FINANCIAL INC | 1,692 | $52.8K | 0.01% | 2025-06-30 |
| 39 | HUNTINGTON NATIONAL BANK | 1,456 | $46.0K | 0.01% | 2025-12-31 |
| 40 | JPMORGAN CHASE & CO | 919 | $29.1K | 0.00% | 2025-12-31 |
| 41 | Farther Finance Advisors, LLC | 930 | $26.4K | 0.00% | 2024-06-30 |
| 42 | UBS Group AG | 493 | $15.6K | 0.00% | 2025-12-31 |
| 43 | CIBC Private Wealth Group LLC | 495 | $15.4K | 0.00% | 2025-06-30 |
| 44 | AE Wealth Management LLC | 269 | $8.5K | 0.00% | 2025-12-31 |
| 45 | PRINCIPAL SECURITIES, INC. | 141 | $4.7K | 0.00% | 2025-09-30 |
| 46 | Frazier Financial Advisors, LLC | 39 | $1.2K | 0.00% | 2024-09-30 |
| 47 | NATIXIS ADVISORS, LLC | 11,461 | $362 | 0.08% | 2025-12-31 |
| 48 | CWM, LLC | 309 | $10 | 0.00% | 2025-09-30 |
| 49 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |