Institutional Owners for URI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| 1900 WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ARETE WEALTH ADVISORS LLC | COM | 1202 | $359,694 | 627 | 0.00 | 0.00 | -171 | -21.43 | 12-31-2023 |
| FUKOKU MUTUAL LIFE INSURANCE CO | COM | 1203 | $450,694 | 625 | 0.00 | 0.00 | 25 | 4.17 | 03-31-2024 |
| WEALTHSPIRE ADVISORS LLC | COM | 1204 | $448,531 | 622 | 0.00 | 0.00 | -14 | -2.20 | 03-31-2024 |
