Institutional Owners for PDI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | SHS | 51 | $2,612,001 | 145,515 | 0.00 | 0.00 | 18,761 | 14.80 | 12-31-2023 |
| US CAPITAL WEALTH ADVISORS LLC | SHS | 52 | $2,761,093 | 143,136 | 0.00 | 0.00 | 5,631 | 4.10 | 03-31-2024 |
| EVERGREEN CAPITAL MANAGEMENT LLC | SHS | 53 | $2,693,436 | 138,052 | 0.00 | 0.00 | -6,575 | -4.55 | 03-31-2024 |
| B RILEY WEALTH ADVISORS INC | SHS | 54 | $2,318,403 | 132,483 | 0.00 | 0.00 | 4,649 | 3.64 | 03-31-2024 |
