Institutional Owners for RMD
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
PHILLIPS WEALTH PLANNERS LLC COM 851 $214,253 1,159 0.00 1,159 +Inf 03-31-2024
HUMANKIND INVESTMENTS LLC COM 852 $227,338 1,148 0.00 0.00 -164 -12.50 03-31-2024
AGATE PASS INVESTMENT MANAGEMENT LLC COM 853 $225,358 1,138 0.00 1,138 +Inf 03-31-2024
INTEGRATED WEALTH CONCEPTS LLC Common Stock 854 $224,955 1,136 0.00 1,136 +Inf 03-31-2024
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