Institutional Owners for TRU
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
BLUE TRUST INC COM 701 $26,653 334 0.00 0.00 -24 -6.70 03-31-2024
GRADIENT INVESTMENTS LLC COM 702 $26,028 326 0.00 0.00 -171,654 -99.81 03-31-2024
WEST OAK CAPITAL LLC COM 703 $25,457 325 0.00 0.00 0 0.00 06-30-2023
IFP ADVISORS INC cs 704 $20,956 305 0.00 0.00 5 1.67 12-31-2023
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