Institutional Owners for AFIN
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,406 | -25.14 | 12-31-2023 |
| HERITAGE WEALTH MANAGEMENT LLC | COM CLASS A | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,000 | 100.00 | 12-31-2023 |
| ALLWORTH FINANCIAL LP | COM CLASS A | 353 | $21,596 | 3,195 | 0.00 | 0.00 | 250 | 8.49 | 06-30-2023 |
| LAKE POINT WEALTH MANAGEMENT | COM CLASS A | 354 | $21,000 | 2,880 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |
