Institutional Owners for URI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SWISHER FINANCIAL CONCEPTS INC | COM | 1151 | $490,000 | 720 | 0.43 | 0.39 | 0 | 0.00 | 03-31-2024 |
| SIEMENS FONDS INVEST GMBH | COM | 1152 | $516,315 | 716 | 0.00 | 0.00 | -56 | -7.25 | 03-31-2024 |
| INTEGRATED WEALTH CONCEPTS LLC | Common Stock | 1153 | $513,277 | 712 | 0.00 | 712 | +Inf | 03-31-2024 | |
| CRESCENT CAPITAL CONSULTING LLC | Common Stock | 1154 | $236,000 | 710 | 0.04 | 0.05 | 0 | 0.00 | 12-31-2021 |
