Ticker: PRVS CUSIP: 701769606 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Vise Technologies, Inc. | 8,688 | $243 |
| Focus Partners Wealth | 34,654 | $971 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 32,145 | $938 |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,886 | $305 |
| BlackRock, Inc. | 1,149 | $32 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| HILL ISLAND FINANCIAL LLC | 14,006 | 14,910 | +904 (+6.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| JPMORGAN CHASE & CO | 5,262 | 3,463 | -1,799 (-34.2%) |
| HARBOUR INVESTMENTS, INC. | 2,524 | 2,126 | -398 (-15.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Kovitz Investment Group Partners, LLC | 95,761 | $2,548 |