Institutional Owners for PG
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SUMMIT WEALTH & RETIREMENT PLANNING INC | COM | 3601 | $464,082 | 3,167 | 0.00 | 0.00 | 37 | 1.18 | 12-31-2023 |
| PINE HARBOR WEALTH MANAGEMENT LLC | COM | 3602 | $463,682 | 3,164 | 0.00 | 3,164 | +Inf | 12-31-2023 | |
| 360 FINANCIAL INC | COM | 3603 | $462,829 | 3,158 | 0.00 | 0.00 | -23 | -0.72 | 12-31-2023 |
| NORRIS PERNE & FRENCH LLP/MI | Stock | 3604 | $510,276 | 3,145 | 0.00 | 0.00 | 655 | 26.31 | 03-31-2024 |
