Institutional Owners for PDI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WEBSTER BANK N A | SHS | 401 | $28,144 | 1,459 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GRADIENT INVESTMENTS LLC | SHS | 402 | $27,971 | 1,450 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HERITAGE WEALTH MANAGEMENT LLC | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 665 | 100.00 | 12-31-2023 |
| RETIREMENT GROUP LLC | SHS | 404 | $25,289 | 1,311 | 0.00 | 0.00 | -6,788 | -83.81 | 03-31-2024 |
