Institutional Owners for PG
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CIRCLE WEALTH MANAGEMENT LLC | COM | 1551 | $4,549,063 | 28,037 | 0.00 | 0.00 | -287 | -1.01 | 03-31-2024 |
| BSW WEALTH PARTNERS | COM | 1552 | $4,544,741 | 28,011 | 0.00 | 0.00 | -43 | -0.15 | 03-31-2024 |
| 1834 INVESTMENT ADVISORS CO | COM | 1553 | $4,101,536 | 27,989 | 0.00 | 0.00 | -4,455 | -13.73 | 12-31-2023 |
| CAPE COD FIVE CENTS SAVINGS BANK | COM | 1554 | $4,541,052 | 27,988 | 0.00 | 0.00 | -570 | -2.00 | 03-31-2024 |
