Institutional Owners for FOR
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | COMM STK | 151 | $442,000 | 10,997 | 0.00 | 0.00 | 781 | 7.64 | 03-31-2024 |
| BANK OF MONTREAL /CAN/ | COM | Liquidated | $0 | 0 | 0.00 | 10,630 | +Inf | 03-31-2024 | |
| CREATIVE PLANNING | COM | 153 | $350,079 | 10,586 | 0.00 | 0.00 | 1,249 | 13.38 | 12-31-2023 |
| SG AMERICAS SECURITIES LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,074 | 25.04 | 03-31-2024 |
