Institutional Owners for UTF
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TYCHE WEALTH PARTNERS LLC | COM | 101 | $487,192 | 20,670 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PATHSTONE FAMILY OFFICE LLC | COM | 102 | $470,455 | 19,918 | 0.00 | 0.00 | 279 | 1.42 | 06-30-2023 |
| MONTEREY PRIVATE WEALTH INC | COM | 103 | $466,048 | 19,773 | 0.00 | 0.00 | -813 | -3.95 | 03-31-2024 |
| STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 104 | $457,692 | 19,418 | 0.00 | 0.00 | -3,398 | -14.89 | 03-31-2024 |
