Institutional Owners for PFG
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
SAGEWORTH TRUST CO OF SOUTH DAKOTA COM 701 $324,180 3,756 0.00 0.00 -199 -5.03 03-31-2024
STRATOS WEALTH PARTNERS LTD COM 702 $323,918 3,752 0.00 0.00 -48 -1.26 03-31-2024
REGAL INVESTMENT ADVISORS LLC COM 703 $322,285 3,734 0.00 3,734 +Inf 03-31-2024
CONTINUUM ADVISORY LLC COM 704 $292,981 3,723 0.00 0.00 -2,525 -40.41 12-31-2023
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