Institutional Owners for PFG
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BUCKINGHAM STRATEGIC PARTNERS LLC | COM | 651 | $401,757 | 4,654 | 0.00 | 4,654 | +Inf | 03-31-2024 | |
| ARETE WEALTH ADVISORS LLC | COM | 652 | $364,898 | 4,638 | 0.00 | 0.00 | 149 | 3.32 | 12-31-2023 |
| J W COONS ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KINGSVIEW WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -279 | -5.85 | 03-31-2024 |
