Institutional Owners for PM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ORRSTOWN FINANCIAL SERVICES INC | Common Stock | Liquidated | $0 | 0 | 0.40 | 0.35 | 0 | 0.00 | 12-31-2023 |
| KEY FINANCIAL INC | COM | 2552 | $212,433 | 2,258 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DUBUQUE BANK & TRUST CO | COM | 2553 | $208,953 | 2,257 | 0.00 | 2,257 | +Inf | 09-30-2023 | |
| ALLSQUARE WEALTH MANAGEMENT LLC | Stock | 2554 | $212,244 | 2,256 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
