Institutional Owners for PFG
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
INVESTMENT MANAGEMENT CORP OF ONTARIO COM 601 $442,125 5,620 0.00 5,620 +Inf 12-31-2023
BURNEY CO/ COM 602 $439,372 5,585 0.00 0.00 -591 -9.57 12-31-2023
PROQUILITY PRIVATE WEALTH PARTNERS LLC COM 603 $438,743 5,577 0.00 0.00 -4,145 -42.64 12-31-2023
BUCKINGHAM STRATEGIC WEALTH LLC COM 604 $479,706 5,558 0.00 0.00 -91 -1.61 03-31-2024
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