Institutional Owners for EVT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | COM | 101 | $320,564 | 13,583 | 0.00 | 0.00 | 82 | 0.61 | 03-31-2024 |
| STONEBROOK PRIVATE INC | COM | 102 | $313,885 | 13,300 | 0.00 | 0.00 | -900 | -6.34 | 03-31-2024 |
| XCEL WEALTH MANAGEMENT LLC | COM | 103 | $312,110 | 13,225 | 0.00 | 0.00 | -100 | -0.75 | 03-31-2024 |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | COM | 104 | $360,000 | 13,114 | 0.02 | 0.02 | 2,200 | 20.16 | 09-30-2021 |
