Institutional Owners for PM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | COM | 1251 | $1,070,688 | 11,565 | 0.00 | 0.00 | 5 | 0.04 | 09-30-2023 |
| MAN GROUP PLC | COM | 1252 | $1,070,132 | 11,559 | 0.00 | 0.00 | 511 | 4.63 | 09-30-2023 |
| M HOLDINGS SECURITIES INC | COM | 1253 | $1,082,000 | 11,504 | 0.12 | 0.12 | 5,446 | 89.90 | 12-31-2023 |
| KEATING WEALTH MANAGEMENT LLC | COM | 1254 | $1,053,172 | 11,495 | 0.00 | 0.00 | -68 | -0.59 | 03-31-2024 |
