Institutional Owners for PM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| APPLETON PARTNERS INC/MA | CS | 1501 | $738,000 | 7,976 | 0.07 | 0.03 | 4,317 | 117.98 | 09-30-2023 |
| FIRST NATIONAL BANK OF SOUTH MIAMI | COMMON STOCK | 1502 | $778,130 | 7,971 | 0.00 | 0.00 | -596 | -6.96 | 06-30-2023 |
| CVA FAMILY OFFICE LLC | COM | 1503 | $747,602 | 7,946 | 0.00 | 0.00 | 30 | 0.38 | 12-31-2023 |
| PRECEDENT WEALTH PARTNERS LLC | COM | 1504 | $726,216 | 7,926 | 0.00 | 0.00 | 397 | 5.27 | 03-31-2024 |
