Institutional Owners for TRV
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| VICUS CAPITAL | COM | Liquidated | $452,547 | 1,966 | 0.00 | 0.00 | 1,966 | +Inf | 03-31-2024 |
| DEFINED WEALTH MANAGEMENT LLC | COM | 1252 | $452,225 | 1,965 | 0.00 | 0.00 | 4 | 0.20 | 03-31-2024 |
| GOLDEN STATE EQUITY PARTNERS | COM | 1253 | $319,598 | 1,957 | 0.00 | 0.00 | 351 | 21.86 | 09-30-2023 |
| WINTRUST INVESTMENTS LLC | COM | 1254 | $450,000 | 1,957 | 0.04 | 0.04 | 5 | 0.26 | 03-31-2024 |
