Institutional Owners for PFG
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ADVISORNET FINANCIAL INC | Stock | 951 | $78,197 | 906 | 0.00 | 0.00 | -463 | -33.82 | 03-31-2024 |
| GENEOS WEALTH MANAGEMENT INC | COM | 952 | $77,075 | 893 | 0.00 | 0.00 | -10 | -1.11 | 03-31-2024 |
| CSAT INVESTMENT ADVISORY LP | COM | 953 | $51,000 | 858 | 0.04 | 858 | +Inf | 03-31-2021 | |
| ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 954 | $65,611 | 834 | 0.00 | 834 | +Inf | 12-31-2023 |
