Institutional Owners for ROKU
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ZIONS BANCORPORATION NA | Com | 1301 | $4,301 | 66 | 0.00 | 0.00 | 21 | 46.67 | 03-31-2024 |
| HERITAGE WEALTH MANAGEMENT LLC | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 33 | 100.00 | 12-31-2023 |
| COPPELL ADVISORY SOLUTIONS LLC | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -818 | -92.85 | 12-31-2023 |
| DB WEALTH MANAGEMENT GROUP LLC | Common Stock | 1304 | $5,500 | 60 | 0.00 | 60 | +Inf | 12-31-2023 |
