Ticker: PRXG CUSIP: 74006E736 Class: IMPACT LARGE CAP
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| UBS Group AG | 21 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1,034,703 | 1,347,271 | +312,568 (+30.2%) |
| LifeGuide Financial Advisors, LLC | 102,332 | 137,308 | +34,976 (+34.2%) |
| NATURAL INVESTMENTS, LLC | 13,913 | 28,167 | +14,254 (+102.5%) |
| HARBOUR INVESTMENTS, INC. | 9,421 | 17,411 | +7,990 (+84.8%) |
| Kestra Advisory Services, LLC | 72,397 | 80,271 | +7,874 (+10.9%) |
| Strategic Blueprint, LLC | 10,581 | 11,958 | +1,377 (+13.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Smartleaf Asset Management LLC | 92,225 | 90,796 | -1,429 (-1.5%) |