Institutional Owners for PB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | COM | 351 | $364,875 | 5,387 | 0.00 | 0.00 | 2 | 0.04 | 12-31-2023 |
| FMR LLC | COM | 352 | $359,143 | 5,303 | 0.00 | 0.00 | 288 | 5.74 | 12-31-2023 |
| COMMONWEALTH EQUITY SERVICES LLC | COM | 353 | $349,000 | 5,298 | 0.00 | 0.00 | -31 | -0.58 | 03-31-2024 |
| WESTWOOD HOLDINGS GROUP INC | COM | 354 | $286,000 | 5,241 | 0.00 | 0.00 | 1,241 | 31.03 | 09-30-2023 |
