Institutional Owners for DFS
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| EDGESTREAM PARTNERS LP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,405 | -67.47 | 12-31-2023 |
| CSENGE ADVISORY GROUP | COM | 1152 | $278,342 | 2,123 | 0.00 | 0.00 | 7 | 0.33 | 03-31-2024 |
| DAKOTA WEALTH MANAGEMENT | COM | 1153 | $277,781 | 2,119 | 0.00 | 0.00 | -1,607 | -43.13 | 03-31-2024 |
| WEDMONT PRIVATE CAPITAL | COM | 1154 | $265,345 | 2,117 | 0.00 | 2,117 | +Inf | 03-31-2024 |
