Institutional Owners for BEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| US CAPITAL WEALTH ADVISORS LLC | PARTNERSHIP UNIT | 201 | $243,915 | 10,500 | 0.00 | 10,500 | +Inf | 03-31-2024 | |
| BELPOINTE ASSET MANAGEMENT LLC | ETF | 202 | $243,696 | 10,490 | 0.00 | 0.00 | -261 | -2.43 | 03-31-2024 |
| BALDRIGE ASSET MANAGEMENT LLC | PARTNERSHIP UNIT | 203 | $321,000 | 10,178 | 0.13 | 0.13 | -940 | -8.45 | 03-31-2023 |
| APOLLON WEALTH MANAGEMENT LLC | PARTNERSHIP UNIT | 204 | $225,192 | 9,694 | 0.00 | 0.00 | 772 | 8.65 | 03-31-2024 |
