Ticker: PRXG CUSIP: 74006E736 Class: IMPACT LARGE CAP
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| EverSource Wealth Advisors, LLC | 1,347,271 | $49,202 |
| LifeGuide Financial Advisors, LLC | 137,308 | $4,997 |
| Smartleaf Asset Management LLC | 90,796 | $3,339 |
| Kestra Advisory Services, LLC | 80,271 | $2,932 |
| NATURAL INVESTMENTS, LLC | 28,167 | $1 |
| Cornerstone Financial Management LLC | 20,601 | $752 |
| HARBOUR INVESTMENTS, INC. | 17,411 | $636 |
| Strategic Blueprint, LLC | 11,958 | $437 |
| LGT Financial Advisors LLC | 2,256 | $82 |
| UBS Group AG | 21 | $1 |
| Total (10 institutions) | 1,736,060 | $62,379 |