Institutional Owners for TRI
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
COUNTRY CLUB TRUST COMPANY NA COM NEW 351 $443,000 3,738 0.03 0.04 0 0.00 12-31-2021
180 WEALTH ADVISORS LLC COM NEW 352 $450,517 3,462 0.00 0.00 -70 -1.98 03-31-2023
DAKOTA WEALTH MANAGEMENT COM NEW Liquidated $0 0 0.00 3,404 +Inf 12-31-2023
SYSTM WEALTH SOLUTIONS LLC COMMON Liquidated $0 0 0.00 0.00 130 4.19 12-31-2023
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