Institutional Owners for PNW
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
BRIDGEWEALTH ADVISORY GROUP LLC COM 601 $242,873 3,250 0.00 0.00 0 0.00 03-31-2024
BFSG LLC COM 602 $237,642 3,180 0.00 0.06 -2,143 -40.26 03-31-2024
WATERSHED ASSET MANAGEMENT LLC COM 603 $225,865 3,144 0.00 3,144 +Inf 12-31-2023
INVESTMENT ADVISORY SERVICES INC /TX /ADV COM 604 $234,608 3,139 0.00 0.00 1 0.03 03-31-2024
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