Institutional Owners for DE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LOKKEN INVESTMENT GROUP LLC | COM | 1451 | $1,015,907 | 2,692 | 0.00 | 0.00 | 1,631 | 153.72 | 09-30-2023 |
| WEALTHPLAN INVESTMENT MANAGEMENT LLC | COM | 1452 | $1,014,926 | 2,689 | 0.00 | 0.00 | -837 | -23.74 | 09-30-2023 |
| M HOLDINGS SECURITIES INC | COM | Liquidated | $0 | 0 | 0.22 | 0.17 | -2,731 | -50.40 | 12-31-2023 |
| WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -29 | -1.07 | 03-31-2024 |
