Filing Research | PRTH - PRIORITY TECHNOLOGY HLDGS INC COM Institutional Holdings

Snapshot holdings

20 / 20 loaded

#		Instrument	quantity
1	REBALANCE, LLC	Shares	404.1KSH	$2.7M
2	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	Shares	162.5KSH	$1.1M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.3KSH	$151.5K
4	Sequoia Financial Advisors, LLC	Shares	10.0KSH	$67.0K
5	Police & Firemen's Retirement System of New Jersey	Shares	8.7KSH	$58.1K
6	IFP Advisors, Inc	Shares	5.1KSH	$33.8K
7	Versant Capital Management, Inc	Shares	999SH	$6.7K
8	EverSource Wealth Advisors, LLC	Shares	719SH	$4.8K
9	SIGNATUREFD, LLC	Shares	500SH	$3.3K
10	True Wealth Design, LLC	Shares	238SH	$1.6K
11	Mirae Asset Global Investments Co., Ltd.	Shares	212SH	$1.4K
12	Farther Finance Advisors, LLC	Shares	110SH	$754
13	GAMMA Investing LLC	Shares	71SH	$474
14	Physician Wealth Advisors, Inc.	Shares	55SH	$367
15	Bogart Wealth, LLC	Shares	50SH	$334
16	SJS Investment Consulting Inc.	Shares	21SH	$141
17	Wealth Enhancement Trust Services, Inc.	Shares	18SH	$120
18	SBI Securities Co., Ltd.	Shares	10SH	$67
19	State of Alaska, Department of Revenue	Shares	3.3KSH	$22
20	Fortitude Family Office, LLC	Shares	1SH	$7

Manager changes2026-06-30 vs 2026-03-31

21 / 21 loaded

#		Instrument
1	REBALANCE, LLC unchanged	Shares	0	+$788.0K	$2.7M
2	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV trimmed	Shares	-6.4K	+$286.7K	$1.1M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+21.3K	+$151.5K	$151.5K
4	Sequoia Financial Advisors, LLC new	Shares	+10.0K	+$67.0K	$67.0K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$17.0K	$58.1K
6	IFP Advisors, Inc trimmed	Shares	-778	+$6.2K	$33.8K
7	Versant Capital Management, Inc added	Shares	+606	+$4.8K	$6.7K
8	EverSource Wealth Advisors, LLC added	Shares	+458	+$3.6K	$4.8K
9	SIGNATUREFD, LLC new	Shares	+500	+$3.3K	$3.3K
10	True Wealth Design, LLC added	Shares	+217	+$1.5K	$1.6K
11	Farther Finance Advisors, LLC added	Shares	+99	+$702	$754
12	Mirae Asset Global Investments Co., Ltd. unchanged	Shares	0	+$413	$1.4K
13	Physician Wealth Advisors, Inc. new	Shares	+55	+$367	$367
14	SJS Investment Consulting Inc. new	Shares	+21	+$141	$141
15	Wealth Enhancement Trust Services, Inc. new	Shares	+18	+$120	$120
16	Bogart Wealth, LLC unchanged	Shares	0	+$98	$334
17	SBI Securities Co., Ltd. unchanged	Shares	0	+$20	$67
18	Fortitude Family Office, LLC new	Shares	+1	+$7	$7
19	State of Alaska, Department of Revenue unchanged	Shares	0	+$7	$22
20	GAMMA Investing LLC trimmed	Shares	-269	-$1.1K	$474
21	Aaron Wealth Advisors LLC exited	Shares	-10.5K	-$49.7K	$0