Institutional Owners for PH
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 1801 | $4,000 | 13 | 0.00 | 0.00 | 6 | 85.71 | 03-31-2022 |
| BELL INVESTMENT ADVISORS INC | COM | 1802 | $5,990 | 13 | 0.00 | 0.00 | -1 | -7.14 | 12-31-2023 |
| CONCORD WEALTH PARTNERS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GRADIENT INVESTMENTS LLC | COM | 1804 | $7,225 | 13 | 0.00 | 0.00 | -255 | -95.15 | 03-31-2024 |
