Institutional Owners for PG
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ONE CHARLES PRIVATE WEALTH SERVICES LLC | COM | 3401 | $658,892 | 4,061 | 0.00 | 0.00 | 116 | 2.94 | 03-31-2024 |
| VERTEX PLANNING PARTNERS LLC | COM | 3402 | $594,475 | 4,057 | 0.00 | 0.00 | 202 | 5.24 | 12-31-2023 |
| STRATEGIC ADVOCATES LLC | Stock | 3403 | $656,676 | 4,047 | 0.00 | 0.00 | 2,135 | 111.66 | 03-31-2024 |
| MASSO TORRENCE WEALTH MANAGEMENT INC | COM | 3404 | $655,652 | 4,041 | 0.00 | 0.00 | 149 | 3.83 | 03-31-2024 |
