Institutional Owners for RMD
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TRUST CO OF VERMONT | Com | 1001 | $56,241 | 284 | 0.00 | 0.00 | 4 | 1.43 | 03-31-2024 |
| PRINCIPAL SECURITIES INC | COM | 1002 | $56,241 | 284 | 0.00 | 0.00 | -3 | -1.05 | 03-31-2024 |
| SMITHFIELD TRUST CO | COM | 1003 | $54,000 | 270 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1004 | $44,725 | 260 | 0.00 | 260 | +Inf | 12-31-2023 |
