Institutional Owners for URI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FOCUS FINANCIAL NETWORK INC /ADV | COM | 1051 | $556,230 | 970 | 0.00 | 970 | +Inf | 12-31-2023 | |
| JACKSON CREEK INVESTMENT ADVISORS LLC | COM | 1052 | $430,000 | 968 | 0.18 | 0.43 | -1,596 | -62.25 | 09-30-2023 |
| WELCH GROUP LLC | Common | Liquidated | $0 | 0 | 0.00 | 0.00 | 10 | 1.05 | 03-31-2024 |
| PARADIGM ASSET MANAGEMENT CO LLC | COM | 1054 | $690,823 | 958 | 0.00 | 0.00 | -250 | -20.70 | 03-31-2024 |
