Institutional Owners for PFG
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PRIVATE TRUST CO NA | Com | 1101 | $21,578 | 250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LAZARD ASSET MANAGEMENT LLC | Common Stock | 1102 | $19,000 | 246 | 0.00 | 0.00 | -5 | -1.99 | 12-31-2023 |
| CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 1103 | $19,420 | 225 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PRIVATE CAPITAL GROUP LLC | Common Stock | 1104 | $14,000 | 223 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
