13F QoQ Ownership Changes
PPBT Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 0 new · 0 added · 1 reduced · 2 exited
Reduced(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 56 | 0 | $37 | +$5 | 0.0% |
Sold Out(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 0 | -99 | $0 | -$57 | — |
| North Star Investment Management Corp. | 0 | -15 | $0 | -$9 | — |