Institutional Owners for HTD
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
UBS GROUP AG COM 1 $12,339,681 650,484 0.00 0.00 -37,110 -5.40 12-31-2023
RAYMOND JAMES & ASSOCIATES COM 2 $8,123,501 413,199 0.00 0.00 25,194 6.49 03-31-2024
BANK OF AMERICA CORP /DE/ COM 3 $6,104,765 321,812 0.00 0.00 -2,979 -0.92 12-31-2023
INVESCO LTD COM 4 $6,125,957 300,292 0.00 0.00 -1,085 -0.36 06-30-2023
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