Institutional Owners for PTY
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ATRIA WEALTH SOLUTIONS INC | COM | 51 | $803,862 | 53,641 | 0.00 | 0.00 | 417 | 0.78 | 03-31-2024 |
| NEUBERGER BERMAN GROUP LLC | COMMON | 52 | $746,623 | 50,210 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DISCIPLINED INVESTMENTS LLC | COM | 53 | $743,500 | 50,000 | 0.00 | 50,000 | +Inf | 03-31-2024 | |
| TRUIST FINANCIAL CORP | COM | 54 | $641,430 | 48,446 | 0.00 | 0.00 | 31,963 | 193.91 | 12-31-2023 |
