Institutional Owners for EVT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | COM | 1 | $21,468,558 | 964,879 | 0.00 | 0.00 | -599,309 | -38.31 | 12-31-2023 |
| CORNERSTONE ADVISORS LLC | COM | 2 | $21,078,538 | 947,350 | 0.00 | 0.00 | 501,740 | 112.60 | 12-31-2023 |
| UBS GROUP AG | COM | 3 | $19,872,810 | 893,160 | 0.00 | 0.00 | -163,829 | -15.50 | 12-31-2023 |
| JOEL ISAACSON & CO LLC | COM | 4 | $17,239,019 | 762,451 | 0.00 | 0.00 | 2,967 | 0.39 | 03-31-2023 |
