Institutional Owners for DE
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
CONGRESS PARK CAPITAL LLC COM Liquidated $0 0 0.00 0.00 437 25.42 12-31-2023
KINGSWOOD WEALTH ADVISORS LLC COMMON STOCK 1602 $885,010 2,154 0.00 0.00 -697 -24.45 03-31-2024
STRATEGIC FINANCIAL SERVICES INC COM 1603 $882,680 2,149 0.00 0.00 -355 -14.18 03-31-2024
ALPHA CUBED INVESTMENTS LLC COM 1604 $808,348 2,142 0.00 0.00 235 12.32 09-30-2023
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