Institutional Owners for AER
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
OKABENA INVESTMENT SERVICES INC SHS 301 $1,412,456 22,538 0.00 22,538 +Inf 09-30-2023
WEALTH ENHANCEMENT ADVISORY SERVICES LLC SHS 302 $1,916,452 22,051 0.00 0.00 618 2.88 03-31-2024
BISON WEALTH LLC SHS 303 $1,881,167 21,645 0.00 0.00 -182 -0.83 03-31-2024
MARINER LLC SHS 304 $1,352,356 21,579 0.00 0.00 1,551 7.74 09-30-2023
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