PWS(PWS)
PWS
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| LPL Financial LLC | 105.15K | Jun 30, 26 | +277 | 14.02% |
| ORG Wealth Partners, LLC | 68.81K | Jun 30, 26 | +1.59K | 9.17% |
| ENVESTNET ASSET MANAGEMENT INC | 41.55K | Jun 30, 26 | +8.89K | 5.54% |
| Cetera Investment Advisers | 37.48K | Jun 30, 26 | +8.88K | 5.00% |
| MATHER GROUP, LLC. | 28.94K | Jun 30, 26 | -174.30K | 3.86% |
| Concurrent Investment Advisors, LLC | 19.00K | Jun 30, 26 | -579 | 2.53% |
| ROYAL BANK OF CANADA | 18.58K | Jun 30, 26 | -26.36K | 2.48% |
| Atria Investments, Inc | 12.70K | Jun 30, 26 | +203 | 1.69% |
| Allworth Financial LP | 2.72K | Jun 30, 26 | -- | 0.36% |
| MORGAN STANLEY | 1 | Jun 30, 26 | +1 | 0.00% |
| WFA of San Diego, LLC | -- | Jun 30, 26 | -79 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -5.11K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -212 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -8.51K | -- |
| ORG Wealth Partners, LLC | 67.22K | Mar 31, 26 | +32.01K | 8.96% |
| ENVESTNET ASSET MANAGEMENT INC | 32.66K | Mar 31, 26 | +4.14K | 4.35% |
| Concurrent Investment Advisors, LLC | 19.58K | Mar 31, 26 | -411 | 2.61% |
| Atria Investments, Inc | 12.49K | Mar 31, 26 | -2.86K | 1.67% |
| Allworth Financial LP | 2.72K | Mar 31, 26 | -- | 0.36% |
| WFA of San Diego, LLC | 79 | Mar 31, 26 | -- | 0.01% |
| WELLS FARGO & COMPANY/MN | -- | Mar 31, 26 | -1 | -- |
| ORG Partners LLC | 42.98K | Dec 31, 25 | -321 | 5.73% |
| NAPA WEALTH MANAGEMENT | 294.18K | Sep 30, 25 | +108.83K | 39.22% |
| Eudaimonia Partners, LLC | -- | Mar 31, 24 | -10.14K | -- |
| F3Logic, LLC | 12.50K | Dec 31, 22 | -- | 1.67% |
| Gallagher Benefit Services, Inc. | 12.50K | Dec 31, 22 | +12.50K | 1.67% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -- | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 38.75K | Dec 31, 19 | -30.29K | 5.17% |
| Advisor Group, Inc. | 5.66K | Dec 31, 19 | -8.14K | 0.76% |
| BB&T SECURITIES, LLC | 137.10K | Sep 30, 19 | -21.60K | 18.28% |
| WealthShield, LLC | 949.03K | Dec 31, 17 | +949.03K | 126.54% |