Institutional Owners for PH
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CAMBRIDGE TRUST CO | COM | 1501 | $182,437 | 396 | 0.00 | 0.00 | -10 | -2.46 | 12-31-2023 |
| LEGACY ADVISORS LLC | COM | 1502 | $217,870 | 392 | 0.00 | 392 | +Inf | 03-31-2024 | |
| GLASSMAN WEALTH SERVICES | COM | 1503 | $152,506 | 391 | 0.00 | 0.00 | 194 | 98.48 | 06-30-2023 |
| PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 1504 | $178,752 | 388 | 0.00 | 0.00 | -2 | -0.51 | 12-31-2023 |
