Institutional Owners for PM
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
LAUREL WEALTH ADVISORS INC Stock 801 $2,933,000 28,982 0.29 28,982 +Inf 12-31-2022
LIVE OAK PRIVATE WEALTH LLC COM 802 $2,654,323 28,971 0.00 0.00 4,196 16.94 03-31-2024
HAYEK KALLEN INVESTMENT MANAGEMENT COM 803 $2,715,000 28,857 1.13 1.20 -80 -0.28 12-31-2023
STRATEGIC WEALTH PARTNERS LTD COM 804 $2,805,762 28,851 0.00 0.48 6,175 27.23 03-31-2023
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