On this page, we present all of the funds holding PRFZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PRFZ, with a link to that fund's top holdings. The next columns indicate the amount of PRFZ stock held by each of the funds holding PRFZ, followed by the PRFZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 246 funds holding PRFZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Charles Schwab Investment Advisory Inc.. For more details on the positions held by Charles Schwab Investment Advisory Inc. (or by any of the other funds holding PRFZ), click the fund name in the "Holder" column of the funds-holding-PRFZ table below.

Holder	Amount	Position Size ($ in 1000's)	As of
Charles Schwab Investment Advisory Inc.	21,005,608	$787,500	12/31/2023
PRFZ	21,005,608	$787,500	12/31/2023
Bank of America Corp DE	2,405,740	$90,191	12/31/2023
PRFZ	2,405,740	$90,191	12/31/2023
Warren Averett Asset Management LLC	1,631,552	$61,167	12/31/2023
PRFZ	1,631,552	$61,167	12/31/2023
Wealth Enhancement Advisory Services LLC	1,172,108	$46,040	03/31/2024
PRFZ	1,172,108	$46,040	03/31/2024
LPL Financial LLC	1,227,574	$46,022	12/31/2023
PRFZ	1,227,574	$46,022	12/31/2023
Morgan Stanley	1,226,636	$45,987	12/31/2023
PRFZ	1,226,636	$45,987	12/31/2023
Raymond James & Associates	980,138	$38,500	03/31/2024
PRFZ	980,138	$38,500	03/31/2024
Arbor Investment Advisors LLC	827,095	$32,488	03/31/2024
PRFZ	827,095	$32,488	03/31/2024
Wells Fargo & Company MN	699,612	$26,228	12/31/2023
PRFZ	699,612	$26,228	12/31/2023
UBS Group AG	640,937	$24,029	12/31/2023
PRFZ	640,937	$24,029	12/31/2023
Royal Bank of Canada	589,811	$22,112	12/31/2023
PRFZ	589,811	$22,112	12/31/2023
Advisor Group Holdings Inc.	583,996	$21,894	12/31/2023
PRFZ	583,996	$21,894	12/31/2023
First Foundation Advisors	551,411	$20,672	12/31/2023
PRFZ	551,411	$20,672	12/31/2023
Baird Financial Group Inc.	547,983	$20,544	12/31/2023
PRFZ	547,983	$20,544	12/31/2023
Bank of New York Mellon Corp	441,908	$17,358	03/31/2024
PRFZ	441,908	$17,358	03/31/2024
Cetera Advisor Networks LLC	397,265	$14,893	12/31/2023
PRFZ	397,265	$14,893	12/31/2023
Callan Capital LLC	297,158	$11,140	12/31/2023
PRFZ	297,158	$11,140	12/31/2023
Mariner LLC	278,699	$10,448	12/31/2023
PRFZ	278,699	$10,448	12/31/2023
Commonwealth Equity Services LLC	277,298	$10,396	12/31/2023
PRFZ	277,298	$10,396	12/31/2023
Captrust Financial Advisors	275,523	$10,329	12/31/2023
PRFZ	275,523	$10,329	12/31/2023
Avantax Advisory Services Inc.	267,149	$10,015	12/31/2023
PRFZ	267,149	$10,015	12/31/2023
Dynamic Advisor Solutions LLC	251,197	$9,867	03/31/2024
PRFZ	251,197	$9,867	03/31/2024
Accredited Investors Inc.	257,499	$9,654	12/31/2023
PRFZ	257,499	$9,654	12/31/2023
Invesco Ltd.	222,311	$8,334	12/31/2023
PRFZ	222,311	$8,334	12/31/2023
Three Bridge Wealth Advisors LLC	198,885	$7,456	12/31/2023
PRFZ	198,885	$7,456	12/31/2023
Arlington Financial Advisors LLC	178,625	$7,016	03/31/2024
PRFZ	178,625	$7,016	03/31/2024
Johnson & White Wealth Management LLC	168,673	$6,625	03/31/2024
PRFZ	168,673	$6,625	03/31/2024
Envestnet Asset Management Inc.	160,997	$6,036	12/31/2023
PRFZ	160,997	$6,036	12/31/2023
Mercer Global Advisors Inc. ADV	132,390	$4,963	12/31/2023
PRFZ	132,390	$4,963	12/31/2023
Cornerstone Wealth Management LLC	124,601	$4,894	03/31/2024
PRFZ	124,601	$4,894	03/31/2024
Raymond James Financial Services Advisors Inc.	124,127	$4,876	03/31/2024
PRFZ	124,127	$4,876	03/31/2024
Ameriprise Financial Inc.	128,137	$4,803	12/31/2023
PRFZ	128,137	$4,803	12/31/2023
Cerity Partners LLC	126,532	$4,744	12/31/2023
PRFZ	126,532	$4,744	12/31/2023
Albion Financial Group UT	112,200	$4,407	03/31/2024
PRFZ	112,200	$4,407	03/31/2024
Perigon Wealth Management LLC	113,477	$4,254	12/31/2023
PRFZ	113,477	$4,254	12/31/2023
HighTower Advisors LLC	112,823	$4,233	12/31/2023
PRFZ	112,823	$4,233	12/31/2023
Wade G W & Inc.	106,530	$3,994	12/31/2023
PRFZ	106,530	$3,994	12/31/2023
Legacy Private Trust Co.	99,212	$3,897	03/31/2024
PRFZ	99,212	$3,897	03/31/2024
Private Ocean LLC	83,790	$3,291	03/31/2024
PRFZ	83,790	$3,291	03/31/2024
Wealthsource Partners LLC	80,843	$3,031	12/31/2023
PRFZ	80,843	$3,031	12/31/2023
Creative Planning	80,482	$3,017	12/31/2023
PRFZ	80,482	$3,017	12/31/2023
Charles Schwab Trust Co	75,899	$2,981	03/31/2024
PRFZ	75,899	$2,981	03/31/2024
Sound Stewardship LLC	78,494	$2,943	12/31/2023
PRFZ	78,494	$2,943	12/31/2023
Cliftonlarsonallen Wealth Advisors LLC	69,287	$2,598	12/31/2023
PRFZ	69,287	$2,598	12/31/2023
WealthBridge Capital Management LLC	64,878	$2,432	12/31/2023
PRFZ	64,878	$2,432	12/31/2023
JFS Wealth Advisors LLC	63,862	$2,394	12/31/2023
PRFZ	63,862	$2,394	12/31/2023
Clarius Group LLC	59,927	$2,354	03/31/2024
PRFZ	59,927	$2,354	03/31/2024
Equitable Holdings Inc.	62,646	$2,349	12/31/2023
PRFZ	62,646	$2,349	12/31/2023
TD Waterhouse Canada Inc.	55,195	$2,069	12/31/2023
PRFZ	55,195	$2,069	12/31/2023
Kestra Advisory Services LLC	48,465	$1,817	12/31/2023
PRFZ	48,465	$1,817	12/31/2023
US Bancorp DE	47,954	$1,798	12/31/2023
PRFZ	47,954	$1,798	12/31/2023
GSG Advisors LLC	45,824	$1,767	03/31/2024
PRFZ	45,824	$1,767	03/31/2024
Marquette Asset Management LLC	44,455	$1,667	12/31/2023
PRFZ	44,455	$1,667	12/31/2023
Private Advisor Group LLC	44,046	$1,651	12/31/2023
PRFZ	44,046	$1,651	12/31/2023
Boston Standard Wealth Management LLC	40,902	$1,607	03/31/2024
PRFZ	40,902	$1,607	03/31/2024
Steward Partners Investment Advisory LLC	41,989	$1,574	12/31/2023
PRFZ	41,989	$1,574	12/31/2023
Resource Planning Group	41,937	$1,572	12/31/2023
PRFZ	41,937	$1,572	12/31/2023
KWB Wealth	39,007	$1,532	03/31/2024
PRFZ	39,007	$1,532	03/31/2024
JPMorgan Chase & Co.	40,830	$1,531	12/31/2023
PRFZ	40,830	$1,531	12/31/2023
Evercore Wealth Management LLC	37,910	$1,421	12/31/2023
PRFZ	37,910	$1,421	12/31/2023
Dfpg Investments LLC	38,757	$1,403	12/31/2023
PRFZ	38,757	$1,403	12/31/2023
Resonant Capital Advisors LLC	36,465	$1,367	12/31/2023
PRFZ	36,465	$1,367	12/31/2023
Two Sigma Investments LP	35,500	$1,331	12/31/2023
PRFZ	35,500	$1,331	12/31/2023
Orion Portfolio Solutions LLC	36,044	$1,320	12/31/2023
PRFZ	36,044	$1,320	12/31/2023
WMS Partners LLC	34,035	$1,276	12/31/2023
PRFZ	34,035	$1,276	12/31/2023
Sachetta LLC	32,461	$1,217	12/31/2023
PRFZ	32,461	$1,217	12/31/2023
Advisory Services Network LLC	32,138	$1,205	12/31/2023
PRFZ	32,138	$1,205	12/31/2023
PFG Advisors	31,670	$1,187	12/31/2023
PRFZ	31,670	$1,187	12/31/2023
Natixis	31,142	$1,168	12/31/2023
PRFZ	31,142	$1,168	12/31/2023
BKD Wealth Advisors LLC	28,285	$1,111	03/31/2024
PRFZ	28,285	$1,111	03/31/2024
Shakespeare Wealth Management Inc.	27,407	$1,027	12/31/2023
PRFZ	27,407	$1,027	12/31/2023
Verum Partners LLC	25,792	$1,013	03/31/2024
PRFZ	25,792	$1,013	03/31/2024
New England Private Wealth Advisors LLC	26,022	$976	12/31/2023
PRFZ	26,022	$976	12/31/2023
Lion Street Advisors LLC	25,768	$966	03/31/2024
PRFZ	25,768	$966	03/31/2024
Creative Capital Management Investments LLC	23,152	$909	03/31/2024
PRFZ	23,152	$909	03/31/2024
Waddell & Associates LLC	23,705	$889	12/31/2023
PRFZ	23,705	$889	12/31/2023
Bridgeworth LLC	23,525	$882	12/31/2023
PRFZ	23,525	$882	12/31/2023
OMNI 360 Wealth Inc.	22,410	$880	03/31/2024
PRFZ	22,410	$880	03/31/2024
Lido Advisors LLC	22,948	$860	12/31/2023
PRFZ	22,948	$860	12/31/2023
Institute for Wealth Management LLC.	22,654	$849	12/31/2023
PRFZ	22,654	$849	12/31/2023
Parallel Advisors LLC	22,318	$837	12/31/2023
PRFZ	22,318	$837	12/31/2023
CI Private Wealth LLC	21,396	$802	12/31/2023
PRFZ	21,396	$802	12/31/2023
Oxler Private Wealth LLC	20,358	$800	03/31/2024
PRFZ	20,358	$800	03/31/2024
Pacific Center for Financial Services	20,968	$786	12/31/2023
PRFZ	20,968	$786	12/31/2023
FMR LLC	19,919	$747	12/31/2023
PRFZ	19,919	$747	12/31/2023
Sterling Financial Planning Inc.	19,931	$747	12/31/2023
PRFZ	19,931	$747	12/31/2023
CIBC Private Wealth Group LLC	19,570	$734	12/31/2023
PRFZ	19,570	$734	12/31/2023
Brighton Jones LLC	18,915	$709	12/31/2023
PRFZ	18,915	$709	12/31/2023
Smith Salley & Associates	18,920	$709	12/31/2023
PRFZ	18,920	$709	12/31/2023
Northwestern Mutual Wealth Management Co.	17,840	$669	12/31/2023
PRFZ	17,840	$669	12/31/2023
Hibernia Wealth Partners LLC	17,681	$663	12/31/2023
PRFZ	17,681	$663	12/31/2023
Advance Capital Management Inc.	16,544	$650	03/31/2024
PRFZ	16,544	$650	03/31/2024
Stratos Wealth Partners LTD.	15,447	$607	03/31/2024
PRFZ	15,447	$607	03/31/2024
Market Street Wealth Management Advisors LLC	15,055	$591	03/31/2024
PRFZ	15,055	$591	03/31/2024
Financial Advocates Investment Management	15,285	$573	12/31/2023
PRFZ	15,285	$573	12/31/2023
Tradition Wealth Management LLC	14,743	$553	12/31/2023
PRFZ	14,743	$553	12/31/2023
Glenmede Trust Co. NA	14,600	$547	12/31/2023
PRFZ	14,600	$547	12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management	14,390	$539	12/31/2023
PRFZ	14,390	$539	12/31/2023
Harbour Capital Advisors LLC	13,500	$517	03/31/2024
PRFZ	13,500	$517	03/31/2024
EnRich Financial Partners LLC	13,794	$517	12/31/2023
PRFZ	13,794	$517	12/31/2023
Citigroup Inc.	13,719	$514	12/31/2023
PRFZ	13,719	$514	12/31/2023
D.A. Davidson & CO.	13,556	$508	12/31/2023
PRFZ	13,556	$508	12/31/2023
Western Wealth Management LLC	13,293	$498	12/31/2023
PRFZ	13,293	$498	12/31/2023
Cambridge Investment Research Advisors Inc.	12,451	$489	03/31/2024
PRFZ	12,451	$489	03/31/2024
Kathmere Capital Management LLC	12,440	$489	03/31/2024
PRFZ	12,440	$489	03/31/2024
WealthShield Partners LLC	11,510	$432	12/31/2023
PRFZ	11,510	$432	12/31/2023
Rockefeller Capital Management L.P.	11,217	$421	12/31/2023
PRFZ	11,217	$421	12/31/2023
Aviance Capital Partners LLC	10,405	$409	03/31/2024
PRFZ	10,405	$409	03/31/2024
CENTRAL TRUST Co	10,185	$400	03/31/2024
PRFZ	10,185	$400	03/31/2024
AIMZ Investment Advisors LLC	10,500	$394	12/31/2023
PRFZ	10,500	$394	12/31/2023
First Hawaiian Bank	9,855	$387	03/31/2024
PRFZ	9,855	$387	03/31/2024
Prairiewood Capital LLC	10,324	$387	12/31/2023
PRFZ	10,324	$387	12/31/2023
Sheets Smith Wealth Management	10,180	$382	12/31/2023
PRFZ	10,180	$382	12/31/2023
Trilogy Capital Inc.	9,700	$381	03/31/2024
PRFZ	9,700	$381	03/31/2024
Northern Trust Corp	10,170	$381	12/31/2023
PRFZ	10,170	$381	12/31/2023
Townsend Asset Management Corp NC ADV	10,134	$380	12/31/2023
PRFZ	10,134	$380	12/31/2023
Traction Financial Partners LLC	10,044	$377	12/31/2023
PRFZ	10,044	$377	12/31/2023
Susquehanna International Group LLP	9,799	$367	12/31/2023
PRFZ	9,799	$367	12/31/2023
Cresset Asset Management LLC	9,739	$365	12/31/2023
PRFZ	9,739	$365	12/31/2023
Stifel Financial Corp	9,592	$360	12/31/2023
PRFZ	9,592	$360	12/31/2023
Snowden Capital Advisors LLC	9,504	$356	12/31/2023
PRFZ	9,504	$356	12/31/2023
Exencial Wealth Advisors LLC	9,270	$348	12/31/2023
PRFZ	9,270	$348	12/31/2023
Spire Wealth Management	8,832	$347	03/31/2024
PRFZ	8,832	$347	03/31/2024
Sequoia Financial Advisors LLC	9,226	$346	12/31/2023
PRFZ	9,226	$346	12/31/2023
Financial Alternatives Inc	9,141	$343	12/31/2023
PRFZ	9,141	$343	12/31/2023
Solitude Financial Services	8,630	$339	03/31/2024
PRFZ	8,630	$339	03/31/2024
Hoese & Co LLP	8,880	$337	03/31/2024
PRFZ	8,880	$337	03/31/2024
Capital Market Strategies LLC	8,510	$334	03/31/2024
PRFZ	8,510	$334	03/31/2024
Nottingham Advisors Inc.	8,750	$328	12/31/2023
PRFZ	8,750	$328	12/31/2023
Savant Capital LLC	8,748	$328	12/31/2023
PRFZ	8,748	$328	12/31/2023
Private Capital Management LLC	8,150	$320	03/31/2024
PRFZ	8,150	$320	03/31/2024
Comerica Bank	8,314	$312	12/31/2023
PRFZ	8,314	$312	12/31/2023
Valeo Financial Advisors LLC	7,969	$298	03/31/2024
PRFZ	7,969	$298	03/31/2024
Larson Financial Group LLC	7,960	$298	12/31/2023
PRFZ	7,960	$298	12/31/2023
MML Investors Services LLC	7,926	$297	12/31/2023
PRFZ	7,926	$297	12/31/2023
Cobblestone Capital Advisors LLC NY	7,905	$296	12/31/2023
PRFZ	7,905	$296	12/31/2023
Wealthfront Advisers LLC	7,479	$294	03/31/2024
PRFZ	7,479	$294	03/31/2024
Efficient Frontier Advisors LLC	7,635	$294	03/31/2024
PRFZ	7,635	$294	03/31/2024
Wetherby Asset Management Inc.	7,828	$293	12/31/2023
PRFZ	7,828	$293	12/31/2023
Abbrea Capital LLC	7,670	$288	12/31/2023
PRFZ	7,670	$288	12/31/2023
Empower Advisory Group LLC	7,583	$284	12/31/2023
PRFZ	7,583	$284	12/31/2023
AlphaCore Capital LLC	7,455	$279	12/31/2023
PRFZ	7,455	$279	12/31/2023
Thoroughbred Financial Services LLC	7,420	$278	12/31/2023
PRFZ	7,420	$278	12/31/2023
Legacy Trust	7,025	$276	03/31/2024
PRFZ	7,025	$276	03/31/2024
Connectus Wealth LLC	7,250	$272	12/31/2023
PRFZ	7,250	$272	12/31/2023
Colonial Trust Advisors	7,150	$268	12/31/2023
PRFZ	7,150	$268	12/31/2023
Financial Advisory Service Inc.	7,104	$266	12/31/2023
PRFZ	7,104	$266	12/31/2023
Schechter Investment Advisors LLC	7,045	$264	12/31/2023
PRFZ	7,045	$264	12/31/2023
Blair William & Co. IL	7,025	$263	12/31/2023
PRFZ	7,025	$263	12/31/2023
West Coast Financial LLC	6,640	$261	03/31/2024
PRFZ	6,640	$261	03/31/2024
Mascoma Wealth Management LLC	6,800	$255	12/31/2023
PRFZ	6,800	$255	12/31/2023
IFG Advisory LLC	6,762	$254	12/31/2023
PRFZ	6,762	$254	12/31/2023
Sontag Advisory LLC	6,670	$250	12/31/2023
PRFZ	6,670	$250	12/31/2023
Vertex Planning Partners LLC	6,613	$248	12/31/2023
PRFZ	6,613	$248	12/31/2023
Regions Financial Corp	6,255	$246	03/31/2024
PRFZ	6,255	$246	03/31/2024
Aptus Capital Advisors LLC	6,348	$238	12/31/2023
PRFZ	6,348	$238	12/31/2023
Guardian Wealth Advisors LLC NC	6,348	$238	12/31/2023
PRFZ	6,348	$238	12/31/2023
MAI Capital Management	6,309	$237	12/31/2023
PRFZ	6,309	$237	12/31/2023
Stegent Equity Advisors Inc.	6,272	$235	12/31/2023
PRFZ	6,272	$235	12/31/2023
Sightline Wealth Advisors LLC	5,701	$224	03/31/2024
PRFZ	5,701	$224	03/31/2024
Beacon Pointe Advisors LLC	5,987	$224	12/31/2023
PRFZ	5,987	$224	12/31/2023
Peapack Gladstone Financial Corp	5,825	$218	12/31/2023
PRFZ	5,825	$218	12/31/2023
Cidel Asset Management Inc.	5,790	$217	12/31/2023
PRFZ	5,790	$217	12/31/2023
Pinnacle Financial Partners Inc.	5,728	$215	12/31/2023
PRFZ	5,728	$215	12/31/2023
Badgley Phelps Wealth Managers LLC	5,670	$213	12/31/2023
PRFZ	5,670	$213	12/31/2023
Buckingham Strategic Wealth LLC	5,594	$210	12/31/2023
PRFZ	5,594	$210	12/31/2023
GenTrust LLC	5,295	$208	03/31/2024
PRFZ	5,295	$208	03/31/2024
Carnegie Capital Asset Management LLC	5,485	$206	12/31/2023
PRFZ	5,485	$206	12/31/2023
Fortitude Family Office LLC	5,175	$203	03/31/2024
PRFZ	5,175	$203	03/31/2024
Capital Investment Advisory Services LLC	4,540	$178	03/31/2024
PRFZ	4,540	$178	03/31/2024
HM Payson & Co.	4,725	$177	12/31/2023
PRFZ	4,725	$177	12/31/2023
Center for Financial Planning Inc.	4,410	$173	03/31/2024
PRFZ	4,410	$173	03/31/2024
C M Bidwell & Associates Ltd.	4,330	$162	12/31/2023
PRFZ	4,330	$162	12/31/2023
Oakworth Capital Inc.	3,834	$151	03/31/2024
PRFZ	3,834	$151	03/31/2024
Bell Investment Advisors Inc	3,731	$140	12/31/2023
PRFZ	3,731	$140	12/31/2023
True Wealth Design LLC	3,595	$135	12/31/2023
PRFZ	3,595	$135	12/31/2023
Laurel Wealth Advisors LLC	3,510	$132	12/31/2023
PRFZ	3,510	$132	12/31/2023
Assetmark Inc.	3,337	$125	12/31/2023
PRFZ	3,337	$125	12/31/2023
Addison Advisors LLC	3,150	$118	12/31/2023
PRFZ	3,150	$118	12/31/2023
Principal Securities Inc.	2,806	$105	12/31/2023
PRFZ	2,806	$105	12/31/2023
Qube Research & Technologies Ltd	2,704	$101	12/31/2023
PRFZ	2,704	$101	12/31/2023
Indiana Trust & Investment Management CO	2,380	$93	03/31/2024
PRFZ	2,380	$93	03/31/2024
Bank of Montreal Can	2,325	$89	12/31/2023
PRFZ	2,325	$89	12/31/2023
UMB Bank N A MO	2,320	$87	12/31/2023
PRFZ	2,320	$87	12/31/2023
O Shaughnessy Asset Management LLC	2,290	$86	12/31/2023
PRFZ	2,290	$86	12/31/2023
Tidemark LLC	2,189	$82	12/31/2023
PRFZ	2,189	$82	12/31/2023
Huntington National Bank	2,100	$79	12/31/2023
PRFZ	2,100	$79	12/31/2023
CWM LLC	1,894	$74	03/31/2024
PRFZ	1,894	$74	03/31/2024
Carolinas Wealth Consulting LLC	1,882	$71	12/31/2023
PRFZ	1,882	$71	12/31/2023
Ancora Advisors LLC	1,750	$66	12/31/2023
PRFZ	1,750	$66	12/31/2023
Mather Group LLC.	1,718	$64	03/31/2024
PRFZ	1,718	$64	03/31/2024
Sunbelt Securities Inc.	1,430	$56	03/31/2024
PRFZ	1,430	$56	03/31/2024
Milestone Investment Advisors LLC	1,313	$49	12/31/2023
PRFZ	1,313	$49	12/31/2023
Northwest Capital Management Inc	1,175	$46	03/31/2024
PRFZ	1,175	$46	03/31/2024
GAMMA Investing LLC	1,174	$46	03/31/2024
PRFZ	1,174	$46	03/31/2024
Geneos Wealth Management Inc.	1,190	$45	12/31/2023
PRFZ	1,190	$45	12/31/2023
Deutsche Bank AG	1,185	$44	12/31/2023
PRFZ	1,185	$44	12/31/2023
Tsfg LLC	1,020	$40	03/31/2024
PRFZ	1,020	$40	03/31/2024
Johnson Financial Group Inc.	1,061	$40	12/31/2023
PRFZ	1,061	$40	12/31/2023
Colonial Trust Co SC	1,075	$40	12/31/2023
PRFZ	1,075	$40	12/31/2023
Sandy Spring Bank	1,040	$39	12/31/2023
PRFZ	1,040	$39	12/31/2023
Allworth Financial LP	945	$37	03/31/2024
PRFZ	945	$37	03/31/2024
Baystate Wealth Management LLC	869	$33	12/31/2023
PRFZ	869	$33	12/31/2023
Tower Research Capital LLC TRC	832	$31	12/31/2023
PRFZ	832	$31	12/31/2023
EPG Wealth Management LLC	850	$31	12/31/2023
PRFZ	850	$31	12/31/2023
Clearstead Advisors LLC	770	$29	12/31/2023
PRFZ	770	$29	12/31/2023
GWM Advisors LLC	756	$28	12/31/2023
PRFZ	756	$28	12/31/2023
Red Tortoise LLC	625	$25	03/31/2024
PRFZ	625	$25	03/31/2024
Fortis Advisors LLC	655	$25	12/31/2023
PRFZ	655	$25	12/31/2023
Perkins Coie Trust Co	525	$21	03/31/2024
PRFZ	525	$21	03/31/2024
The PNC Financial Services Group Inc.	570	$21	12/31/2023
PRFZ	570	$21	12/31/2023
New Republic Capital LLC	470	$18	12/31/2023
PRFZ	470	$18	12/31/2023
Cape Investment Advisory Inc.	455	$17	12/31/2023
PRFZ	455	$17	12/31/2023
Atlantic Edge Private Wealth Management LLC	445	$17	12/31/2023
PRFZ	445	$17	12/31/2023
Tortoise Investment Management LLC	420	$16	12/31/2023
PRFZ	420	$16	12/31/2023
Aspect Partners LLC	420	$16	12/31/2023
PRFZ	420	$16	12/31/2023
Quadrant Capital Group LLC	390	$15	12/31/2023
PRFZ	390	$15	12/31/2023
Cordant Inc.	290	$11	03/31/2024
PRFZ	290	$11	03/31/2024
Bartlett & Co. LLC	295	$11	12/31/2023
PRFZ	295	$11	12/31/2023
Bartlett & CO. Wealth Management LLC	295	$11	12/31/2023
PRFZ	295	$11	12/31/2023
Baldwin Brothers Inc. MA	250	$10	03/31/2024
PRFZ	250	$10	03/31/2024
Moisand Fitzgerald Tamayo LLC	250	$10	03/31/2024
PRFZ	250	$10	03/31/2024
Benjamin F. Edwards & Company Inc.	266	$10	12/31/2023
PRFZ	266	$10	12/31/2023
HHM Wealth Advisors LLC	270	$10	12/31/2023
PRFZ	270	$10	12/31/2023
Private Trust Co. NA	237	$9	03/31/2024
PRFZ	237	$9	03/31/2024
GHP Investment Advisors Inc.	230	$9	03/31/2024
PRFZ	230	$9	03/31/2024
North Star Investment Management Corp.	237	$9	12/31/2023
PRFZ	237	$9	12/31/2023
Salomon & Ludwin LLC	235	$9	12/31/2023
PRFZ	235	$9	12/31/2023
Coppell Advisory Solutions LLC	230	$9	12/31/2023
PRFZ	230	$9	12/31/2023
Rise Advisors LLC	196	$8	03/31/2024
PRFZ	196	$8	03/31/2024
Jamison Private Wealth Management Inc.	200	$8	03/31/2024
PRFZ	200	$8	03/31/2024
Howe & Rusling Inc.	225	$8	12/31/2023
PRFZ	225	$8	12/31/2023
New Millennium Group LLC	210	$8	12/31/2023
PRFZ	210	$8	12/31/2023
Asset Dedication LLC	185	$7	03/31/2024
PRFZ	185	$7	03/31/2024
Heritage Wealth Advisors	160	$6	12/31/2023
PRFZ	160	$6	12/31/2023
MCF Advisors LLC	95	$4	03/31/2024
PRFZ	95	$4	03/31/2024
PSI Advisors LLC	90	$4	03/31/2024
PRFZ	90	$4	03/31/2024
McIlrath & Eck LLC	95	$4	12/31/2023
PRFZ	95	$4	12/31/2023
Dunhill Financial LLC	101	$4	12/31/2023
PRFZ	101	$4	12/31/2023
WASHINGTON TRUST Co	70	$3	03/31/2024
PRFZ	70	$3	03/31/2024
ZRC Wealth Management LLC	61	$2	03/31/2024
PRFZ	61	$2	03/31/2024
Financial Synergies Wealth Advisors Inc.	55	$2	03/31/2024
PRFZ	55	$2	03/31/2024
EverSource Wealth Advisors LLC	55	$2	12/31/2023
PRFZ	55	$2	12/31/2023
Arlington Trust Co LLC	32	$1	03/31/2024
PRFZ	32	$1	03/31/2024
Proequities Inc.	0	$0	12/31/2023
PRFZ	0	$0	12/31/2023
Plante Moran Financial Advisors LLC	1	$0	12/31/2023
PRFZ	1	$0	12/31/2023
Spectrum Wealth Counsel LLC	10	$0	12/31/2023
PRFZ	10	$0	12/31/2023