Institutional Owners for POR
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
OPAL WEALTH ADVISORS LLC COM NEW 701 $952 22 0.00 22 +Inf 06-30-2024
TUCKER ASSET MANAGEMENT LLC COM NEW Liquidated $0 0 0.00 21 +Inf 03-31-2024
CAPITAL ADVISORS LTD LLC COM NEW 703 $1,000 21 0.00 0.00 0 0.00 06-30-2024
NEXT FINANCIAL GROUP INC COM NEW 704 $1,000 19 0.00 0.00 0 0.00 06-30-2021
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