CUSIP 89833W394
PERFORMANCE TRUST TOTAL
4 institutions · $850.2K total · 43,413 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ORG Partners LLC | 23,400 | $454.7K | 53.90% | 2024-06-30 |
| 2 | Fulton Bank, N.A. | 12,230 | $239.6K | 28.17% | 2024-06-30 |
| 3 | Oakworth Capital, Inc. | 6,144 | $122.7K | 14.15% | 2025-09-30 |
| 4 | Eagle Bay Advisors LLC | 1,639 | $33.2K | 3.77% | 2024-09-30 |