Institutional Owners for EIM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES TRUST NA | ETF / CLOSED EN | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CENTENNIAL WEALTH ADVISORY LLC | COM | 152 | $117,193 | 11,323 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CERITY PARTNERS LLC | Closed End Fund | Liquidated | $117,508 | 11,306 | 0.00 | 0.00 | 11,306 | +Inf | 03-31-2024 |
| BEACON POINTE ADVISORS LLC | COM | 154 | $111,300 | 10,754 | 0.00 | 0.00 | 147 | 1.39 | 03-31-2024 |
