Institutional Owners for K
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
RETIREMENT PLANNING CO OF NEW ENGLAND INC COM 1001 $208,863 3,736 0.00 0.00 150 4.18 12-31-2023
CHICAGO CAPITAL LLC COM Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
WRAPMANAGER INC COM 1003 $208,209 3,724 0.00 3,724 +Inf 12-31-2023
NATIONS FINANCIAL GROUP INC /IA/ /ADV Stock Liquidated $0 0 0.00 0.00 -434 -10.44 03-31-2024
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