Institutional Owners for UL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FOURTHOUGHT FINANCIAL PARTNERS LLC | ADR | 1051 | $375,160 | 7,475 | 0.00 | 0.00 | 2,397 | 47.20 | 03-31-2024 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | Com | 1052 | $374,217 | 7,456 | 0.00 | 0.00 | -1,938 | -20.63 | 03-31-2024 |
| REUTER JAMES WEALTH MANAGEMENT LLC | SPON ADR NEW | 1053 | $361,447 | 7,455 | 0.00 | 0.00 | -5,722 | -43.42 | 12-31-2023 |
| LEGACY CAPITAL WEALTH PARTNERS LLC | SPON ADR NEW | Liquidated | $0 | 0 | 0.00 | 7,451 | +Inf | 03-31-2024 |
