Institutional Owners for POOL
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
TRADITION WEALTH MANAGEMENT LLC COMMON STOCK Liquidated $0 0 0.00 0.00 1 7.69 03-31-2024
TRIAD WEALTH PARTNERS LLC COM 1252 $4,303 14 0.00 14 +Inf 06-30-2024
ABICH FINANCIAL WEALTH MANAGEMENT LLC COM 1253 $4,303 14 0.00 0.00 1 7.69 06-30-2024
QUARRY LP COM 1254 $5,246 13 0.00 13 +Inf 03-31-2024
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