Institutional Owners for BR
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
WEST BRANCH CAPITAL LLC COM 1301 $15,843 77 0.00 0.00 0 0.00 12-31-2023
FARMERS & MERCHANTS INVESTMENTS INC COM 1302 $12,588 76 0.00 0.00 0 0.00 06-30-2023
FINANCIAL GRAVITY ASSET MANAGEMENT INC Domestic Equities 1303 $12,819 75 0.00 0.01 -72 -48.98 09-30-2023
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC COM 1304 $15,410 75 0.00 0.00 24 47.06 03-31-2024
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