Institutional Owners for PPT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| IFP ADVISORS INC | mf | 151 | $20,937 | 5,865 | 0.00 | 0.00 | 107 | 1.86 | 12-31-2023 |
| GLOBAL RETIREMENT PARTNERS LLC | SH BEN INT | 152 | $18,892 | 5,367 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BARRETT & COMPANY INC | SH BEN INT | 153 | $17,850 | 5,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BARTLETT & CO WEALTH MANAGEMENT LLC | ETF FI | Liquidated | $15,957 | 4,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
