Institutional Owners for D
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
CARSONALLARIA WEALTH MANAGEMENT LTD COM 1701 $185,086 3,762 0.00 0.00 -759 -16.79 03-31-2024
TOMPKINS FINANCIAL CORP COM 1702 $182,987 3,720 0.00 0.00 100 2.76 03-31-2024
BERMAN CAPITAL ADVISORS LLC Stock 1703 $264,000 3,620 0.04 0.03 882 32.21 09-30-2021
GEN-WEALTH PARTNERS INC Stock 1704 $173,837 3,534 0.00 3,534 +Inf 03-31-2024
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