Institutional Owners for PM
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
BURKE & HERBERT BANK & TRUST CO COMMON 1001 $1,803,334 18,473 0.00 0.00 -840 -4.35 06-30-2023
MOORS & CABOT INC COM 1002 $1,713,618 18,214 0.00 0.14 -2,109 -10.38 12-31-2023
AFFINITY INVESTMENT ADVISORS LLC COM 1003 $1,685,049 18,201 0.00 0.00 -1,224 -6.30 09-30-2023
BEATON MANAGEMENT CO INC Common 1004 $1,685,000 18,200 1.09 1.12 0 0.00 09-30-2023
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