Institutional Owners for ALL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| DOYLE WEALTH MANAGEMENT | COM | 1401 | $242,000 | 1,941 | 0.02 | 0.02 | 12 | 0.62 | 09-30-2022 |
| CAMBRIDGE TRUST CO | COM | 1402 | $270,441 | 1,932 | 0.00 | 0.00 | -8 | -0.41 | 12-31-2023 |
| TRIAGEN WEALTH MANAGEMENT LLC | COM | 1403 | $333,909 | 1,930 | 0.00 | 1,930 | +Inf | 03-31-2024 | |
| INTEGER WEALTH ADVISORS GROUP LLC | COM | 1404 | $226,000 | 1,930 | 0.12 | 1,930 | +Inf | 03-31-2021 |
