Institutional Owners for PG
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
WINDSOR ADVISORY GROUP LLC COM 3451 $568,033 3,876 0.00 0.00 -1,316 -25.35 12-31-2023
20/20 CAPITAL MANAGEMENT INC COM 3452 $522,000 3,865 0.14 0.15 20 0.52 06-30-2021
TRUEWEALTH ADVISORS LLC COM 3453 $626,933 3,864 0.00 0.00 -336 -8.00 03-31-2024
CYPRESS WEALTH SERVICES LLC COM 3454 $563,255 3,862 0.00 0.00 -1,852 -32.41 09-30-2023
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