Ticker: PPTY CUSIP: 26922A511 Class: US DIVERSIFIED
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Ronald Blue Trust, Inc. | 203,662 | $6,132 |
| Summit Financial, LLC | 145,568 | $4,383 |
| GOLDMAN SACHS GROUP INC | 55,484 | $1,671 |
| Vident Advisory, LLC | 47,137 | $1,419 |
| GTS SECURITIES LLC | 40,338 | $1,214 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32,327 | $973 |
| OneAscent Financial Services LLC | 29,758 | $896 |
| MGO ONE SEVEN LLC | 23,455 | $706 |
| Arkadios Wealth Advisors | 17,544 | $528 |
| Empirical Asset Management, LLC | 13,648 | $411 |
| ROYAL BANK OF CANADA | 12,163 | $366 |
| Walkner Condon Financial Advisors LLC | 11,340 | $341 |
| Focus Financial Network, Inc. | 9,902 | $298 |
| WorthPointe, LLC | 8,329 | $251 |
| MORGAN STANLEY | 8,158 | $246 |
| Kestra Advisory Services, LLC | 1,750 | $53 |
| Allworth Financial LP | 1,516 | $46 |
| MAI Capital Management | 421 | $13 |
| FMR LLC | 265 | $8 |
| Clarity Asset Management, Inc. | 91 | $3 |
| CWM, LLC | 89 | $0 |
| Parallel Advisors, LLC | 30 | $1 |
| Total (22 institutions) | 662,975 | $19,958 |