Institutional Owners for BTZ
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PROVISE MANAGEMENT GROUP LLC | COM | 101 | $223,325 | 21,640 | 0.00 | 0.00 | -2,080 | -8.77 | 12-31-2023 |
| 180 WEALTH ADVISORS LLC | COM | 102 | $222,110 | 21,585 | 0.00 | 0.00 | 41 | 0.19 | 03-31-2023 |
| 9258 WEALTH MANAGEMENT LLC | CEF | 103 | $229,578 | 21,476 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PEAPACK GLADSTONE FINANCIAL CORP | COM | 104 | $227,000 | 21,279 | 0.00 | 0.01 | -16,035 | -42.97 | 03-31-2024 |
