Institutional Owners for PNW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| DFPG INVESTMENTS LLC | COM | 651 | $205,032 | 2,887 | 0.00 | 0.00 | -151 | -4.97 | 09-30-2023 |
| WETHERBY ASSET MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 2,868 | +Inf | 03-31-2024 | |
| DIVERSIFY ADVISORY SERVICES LLC | COM | 653 | $211,541 | 2,857 | 0.00 | 2,857 | +Inf | 03-31-2024 | |
| WEALTHSPIRE ADVISORS LLC | COM | 654 | $212,533 | 2,844 | 0.00 | 0.00 | -4 | -0.14 | 03-31-2024 |
