Institutional Owners for DE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ALERUS FINANCIAL NA | COM | 1501 | $1,036,298 | 2,523 | 0.00 | 0.00 | -18 | -0.71 | 03-31-2024 |
| LAKE STREET ADVISORS GROUP LLC | COM | 1502 | $1,039,322 | 2,521 | 0.00 | 2,521 | +Inf | 03-31-2024 | |
| IMA WEALTH INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TRADITION WEALTH MANAGEMENT LLC | COM | 1504 | $1,033,084 | 2,515 | 0.00 | 2,515 | +Inf | 03-31-2024 |
