Institutional Owners for PFG
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SECURITY NATIONAL BANK | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SECURITY NATIONAL BANK | COM | 802 | $241,236 | 2,795 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MUTUAL ADVISORS LLC | COM | 803 | $241,202 | 2,795 | 0.00 | 2,795 | +Inf | 03-31-2024 | |
| HB WEALTH MANAGEMENT LLC | COM | 804 | $241,064 | 2,793 | 0.00 | 0.00 | -222 | -7.36 | 03-31-2024 |
