Institutional Owners for PHM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS LLC | COM | 1001 | $330,546 | 2,740 | 0.00 | 0.00 | 159 | 6.16 | 03-31-2024 |
| VERDAD ADVISERS LP | COM | 1002 | $329,534 | 2,732 | 0.00 | 2,732 | +Inf | 03-31-2024 | |
| MERIDIAN WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,690 | +Inf | 03-31-2024 | |
| EXENCIAL WEALTH ADVISORS LLC | COM | 1004 | $322,659 | 2,675 | 0.00 | 2,675 | +Inf | 03-31-2024 |
