Institutional Owners for PM
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
CITIZENS FINANCIAL GROUP INC/RI COM 1101 $1,514,000 15,271 0.07 0.06 3,332 27.91 06-30-2021
REALTA INVESTMENT ADVISORS COM 1102 $1,389,057 15,161 0.00 0.00 7 0.05 03-31-2024
COZAD ASSET MANAGEMENT INC COM 1103 $1,425,971 15,157 0.00 0.00 8 0.05 12-31-2023
44 WEALTH MANAGEMENT LLC COM 1104 $1,470,450 15,063 0.00 0.00 4,245 39.24 06-30-2023
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