Institutional Owners for POOL
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
SOA WEALTH ADVISORS LLC Stock 1051 $85,755 279 0.00 0.00 -75 -21.19 06-30-2024
HEADLANDS TECHNOLOGIES LLC COM Liquidated $0 0 0.00 269 +Inf 03-31-2024
YHB INVESTMENT ADVISORS INC Stock Liquidated $0 0 0.00 0.00 -483 -65.36 06-30-2024
BLUE TRUST INC COM 1054 $99,262 246 0.00 0.00 215 693.55 06-30-2024
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