Institutional Owners for O
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
JOHNSON INVESTMENT COUNSEL INC RE Liquidated $0 0 0.00 0.00 -1,204 -19.66 06-30-2024
ARGI INVESTMENT SERVICES LLC COM 1252 $286,000 4,908 0.01 0.01 -217 -4.23 09-30-2022
TIAA TRUST NATIONAL ASSOCIATION Closed-end REIT 1253 $258,765 4,899 0.00 0.00 -135 -2.68 06-30-2024
KELLETT WEALTH ADVISORS LLC COM 1254 $264,549 4,890 0.00 0.00 0 0.00 03-31-2024
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