Institutional Owners for ALL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT INC | COM | 1601 | $243,285 | 1,406 | 0.00 | 0.00 | 1,022 | 266.15 | 03-31-2024 |
| SEACREST WEALTH MANAGEMENT LLC | COM | 1602 | $241,501 | 1,396 | 0.00 | 0.00 | -612 | -30.48 | 03-31-2024 |
| ACCRETIVE WEALTH PARTNERS LLC | COM | 1603 | $233,770 | 1,390 | 0.00 | 0.00 | -45 | -3.14 | 03-31-2024 |
| SAWGRASS ASSET MANAGEMENT LLC | COM | 1604 | $240,311 | 1,389 | 0.00 | 1,389 | +Inf | 03-31-2024 |
