Institutional Owners for BDJ
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
DAVID J YVARS GROUP COM 51 $940,556 113,962 0.00 0.00 -82,059 -41.86 03-31-2024
ATRIA WEALTH SOLUTIONS INC COM 52 $881,597 106,853 0.00 0.00 -23,731 -18.17 03-31-2024
WEALTHTRUST AXIOM LLC COM 53 $878,053 106,431 0.00 0.00 -3,216 -2.93 03-31-2024
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT COM 54 $797,685 96,689 0.00 0.00 11,928 14.07 03-31-2024
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