Institutional Owners for UL
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC SPON ADR NEW 1751 $13,600 271 0.00 0.00 2 0.74 03-31-2024
KOZAK & ASSOCIATES INC ADR 1752 $13,043 271 0.00 0.00 -63 -18.86 12-31-2023
RETIREMENT GROUP LLC SPON ADR NEW 1753 $13,401 267 0.00 267 +Inf 03-31-2024
ROCKY MOUNTAIN ADVISERS LLC SPON ADR NEW 1754 $13,401 267 0.00 0.00 0 0.00 03-31-2024
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