Institutional Owners for PCTY
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FARMERS & MERCHANTS INVESTMENTS INC | COM | 701 | $3,322 | 18 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| VITALSTONE FINANCIAL LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 3 | 21.43 | 03-31-2024 |
| GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1 | -5.56 | 03-31-2024 |
| FIELDPOINT PRIVATE SECURITIES LLC | Stock | 704 | $3,000 | 15 | 0.00 | 0.00 | -35 | -70.00 | 06-30-2022 |
