Institutional Owners for TMO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SALVUS WEALTH MANAGEMENT LLC | COM | 2301 | $584,697 | 1,006 | 0.00 | 0.00 | 397 | 65.19 | 03-31-2024 |
| FIELDPOINT PRIVATE SECURITIES LLC | Stock | 2302 | $546,000 | 1,005 | 0.16 | 0.44 | -2,646 | -72.47 | 06-30-2022 |
| HEADINVEST LLC | Stock | 2303 | $533,460 | 1,005 | 0.00 | 0.00 | 331 | 49.11 | 12-31-2023 |
| INSTITUTE FOR WEALTH MANAGEMENT LLC | COM | 2304 | $583,829 | 1,005 | 0.00 | 0.00 | -177 | -14.97 | 03-31-2024 |
