Institutional Owners for PTY
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ZRC WEALTH MANAGEMENT LLC | COM | 251 | $21,354 | 1,436 | 0.00 | 1,436 | +Inf | 03-31-2024 | |
| SOUTHSTATE CORP | Etf | Liquidated | $0 | 0 | 0.00 | 1,390 | +Inf | 03-31-2024 | |
| SOUTHSTATE CORP | ETF | Liquidated | $20,669 | 1,390 | 0.00 | 0.00 | 1,390 | +Inf | 03-31-2024 |
| ALLSQUARE WEALTH MANAGEMENT LLC | CEF | 254 | $17,844 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
