Institutional Owners for PTY
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | COM | 1 | $24,711,937 | 1,866,460 | 0.00 | 0.00 | 128,317 | 7.38 | 12-31-2023 |
| LPL FINANCIAL LLC | COM | 2 | $22,617,692 | 1,708,285 | 0.00 | 0.00 | 16,713 | 0.99 | 12-31-2023 |
| XML FINANCIAL LLC | COM | 3 | $14,611,912 | 1,103,619 | 0.00 | 0.00 | 141,434 | 14.70 | 12-31-2023 |
| COMMONWEALTH EQUITY SERVICES LLC | COM | 4 | $14,553,000 | 978,650 | 0.02 | 0.02 | 62,277 | 6.80 | 03-31-2024 |
