Institutional Owners for POOL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LUMATURE WEALTH PARTNERS LLC | COM | 1201 | $11,239 | 30 | 0.00 | 0.00 | 3 | 11.11 | 06-30-2023 |
| WEST BRANCH CAPITAL LLC | COM | 1202 | $9,220 | 30 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MILESTONE WEALTH LLC | COMMON STOCK | 1203 | $10,000 | 28 | 0.01 | 0.03 | -28 | -50.00 | 06-30-2022 |
| NORTHWEST FINANCIAL ADVISORS | COM | 1204 | $11,298 | 28 | 0.00 | 28 | +Inf | 03-31-2024 |
