Institutional Owners for PFG
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
PRIVATE WEALTH MANAGEMENT GROUP LLC COM 1151 $13,896 161 0.00 161 +Inf 03-31-2024
TEAM FINANCIAL GROUP LLC COM Liquidated $0 0 0.00 160 +Inf 12-31-2023
BEACON CAPITAL MANAGEMENT LLC COM 1153 $13,723 159 0.00 0.00 0 0.00 03-31-2024
GHP INVESTMENT ADVISORS INC COM 1154 $11,743 158 0.00 0.00 -45 -22.17 03-31-2023
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