Institutional Owners for DFS
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CREATIVEONE WEALTH LLC | COM | 1101 | $306,000 | 2,337 | 0.01 | 0.02 | -43 | -1.81 | 03-31-2024 |
| SIGMA PLANNING CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,300 | -49.64 | 12-31-2023 |
| IA GLOBAL ASSET MANAGEMENT INC | COM | 1103 | $303,000 | 2,312 | 0.00 | 0.03 | -19,037 | -89.17 | 03-31-2024 |
| GREAT LAKES ADVISORS LLC | COM | 1104 | $302,556 | 2,308 | 0.00 | 0.00 | -330 | -12.51 | 03-31-2024 |
