Institutional Owners for EVV
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
M&R CAPITAL MANAGEMENT INC CEF Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
CONCORD WEALTH PARTNERS COM 252 $17,118 1,756 0.00 0.00 85 5.09 03-31-2024
MCGLONE SUTTNER WEALTH MANAGEMENT INC COM Liquidated $0 0 0.00 1,700 +Inf 03-31-2024
BOGART WEALTH LLC CEF 254 $14,625 1,500 0.00 1,500 +Inf 03-31-2024
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