Institutional Owners for PM
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
PERSONAL CFO SOLUTIONS LLC COM 1701 $566,239 6,018 0.00 0.00 -508 -7.78 12-31-2023
TEMPUS WEALTH PLANNING LLC COM Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
PSAGOT VALUE HOLDINGS LTD / (ISRAEL) COM 1703 $564,000 6,000 0.25 0.28 0 0.00 12-31-2023
RBF CAPITAL LLC COM 1704 $564,480 6,000 0.00 0.00 -77,250 -92.79 12-31-2023
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