Institutional Owners for OC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ATLAS CAPITAL ADVISORS LLC | Equity | 551 | $617,674 | 4,167 | 0.00 | 0.00 | 295 | 7.62 | 12-31-2023 |
| MAINSTREET INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 275 | 7.10 | 03-31-2024 |
| ACCURATE WEALTH MANAGEMENT LLC | COM | 553 | $527,910 | 4,109 | 0.00 | 0.00 | 964 | 30.65 | 09-30-2023 |
| TD WATERHOUSE CANADA INC | COM | 554 | $669,829 | 4,016 | 0.00 | 0.00 | 1,948 | 94.20 | 03-31-2024 |
