Institutional Owners for DFS
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PARTNERSHIP WEALTH MANAGEMENT LLC | Stock | 1501 | $30,675 | 234 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SOA WEALTH ADVISORS LLC | Stock | 1502 | $30,625 | 234 | 0.00 | 0.00 | 1 | 0.43 | 03-31-2024 |
| KEY FINANCIAL INC | COM | 1503 | $26,302 | 234 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CLEARSTEAD ADVISORS LLC | COM | 1504 | $28,684 | 231 | 0.00 | 0.00 | -97 | -29.57 | 03-31-2024 |
