Institutional Owners for PTY
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| COLLABORATIVE WEALTH MANAGMENT INC | COM | 151 | $203,356 | 13,676 | 0.00 | 0.00 | -1,578 | -10.34 | 03-31-2024 |
| CRESCENT CAPITAL CONSULTING LLC | Closed End Fund | 152 | $221,000 | 13,397 | 0.04 | 0.04 | 259 | 1.97 | 12-31-2021 |
| OARSMAN CAPITAL INC | CEF | 153 | $176,317 | 13,317 | 0.00 | 0.00 | -2,400 | -15.27 | 12-31-2023 |
| HB WEALTH MANAGEMENT LLC | COM | 154 | $197,622 | 13,290 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
