Institutional Owners for PDM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ALLWORTH FINANCIAL LP | COM CL A | 301 | $104,486 | 14,372 | 0.00 | 0.00 | 1,353 | 10.39 | 06-30-2023 |
| CAPTRUST FINANCIAL ADVISORS | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,864 | 15.11 | 03-31-2024 |
| PRIVATE ADVISOR GROUP LLC | COM CL A | 303 | $97,054 | 13,806 | 0.00 | 0.00 | 3 | 0.02 | 03-31-2024 |
| NOVARE CAPITAL MANAGEMENT LLC | COM CL A | 304 | $96,192 | 13,683 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
