Institutional Owners for D
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
SUTTON WEALTH ADVISORS INC Stock 1801 $136,601 3,058 0.00 0.00 2,667 682.10 09-30-2023
MECHANICS FINANCIAL CORP COM 1802 $147,570 3,000 0.00 0.00 0 0.00 03-31-2024
PITTENGER & ANDERSON INC COM 1803 $147,570 3,000 0.00 0.00 -150 -4.76 03-31-2024
SOUND INCOME STRATEGIES LLC COM 1804 $147,409 2,997 0.00 0.00 -224 -6.95 03-31-2024
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