Institutional Owners for POR
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
HOTALING INVESTMENT MANAGEMENT LLC COM NEW 451 $208,000 4,245 0.09 4,245 +Inf 12-31-2022
PRINCIPAL SECURITIES INC COM NEW 452 $177,534 4,227 0.00 0.00 3,186 306.05 03-31-2024
B RILEY WEALTH ADVISORS INC COM NEW Liquidated $0 0 0.00 4,225 +Inf 12-31-2023
COVESTOR LTD COMMON 454 $172,000 4,098 0.11 0.12 304 8.01 03-31-2024
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