PRAXIS FDS - PRXG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | History | Added to | 1,541,184 | 62,936 | 2.03% | 1.98% | 1 | +31,419 | 2.08% | Q3 2026 | Nov 04, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 160,106 | 6,538 | 1.84% | 1.65% | 2 | +11,942 | 8.06% | Q3 2026 | Oct 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 94,420 | 3,621 | 0.12% | 0.12% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 55,103 | 2,250 | 0.01% | 0.01% | 4 | -27,143 | -33.0% | Q3 2026 | Nov 02, 2026 |
| Cornerstone Financial Management LLC | History | No change | 51,650 | 2,015 | 1.62% | 1.62% | 5 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 26,401 | 1,078 | 0.23% | 0.27% | 6 | -4,535 | -14.66% | Q3 2026 | Nov 06, 2026 |
| Merit Financial Group, LLC | History | Added to | 19,289 | 787 | 0.0% | 0.0% | 7 | +3,009 | 18.48% | Q3 2026 | Nov 06, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 14,221 | 580 | 0.49% | 0.45% | 8 | +621 | 4.57% | Q3 2026 | Oct 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 13,415 | 547 | 0.03% | 0.02% | 9 | +1,215 | 9.96% | Q3 2026 | Oct 22, 2026 |
| Sound Stewardship, LLC | History | Added to | 11,630 | 474 | 0.19% | 0.14% | 10 | +3,146 | 37.08% | Q3 2026 | Oct 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 10,664 | 416 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 5,945 | 231 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LGT Financial Advisors LLC | History | No change | 2,770 | 108 | 0.57% | 0.57% | 13 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | No change | 134 | 5 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |