Institutional Owners for ALL
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
BTC CAPITAL MANAGEMENT INC COM 401 $3,619,036 32,484 0.00 0.00 831 2.63 09-30-2023
COHEN KLINGENSTEIN LLC COM 402 $5,614,175 32,450 0.00 0.00 0 0.00 03-31-2024
GLOBAL ASSETS ADVISORY LLC COM 403 $187,000 32,271 0.01 32,271 +Inf 03-31-2024
CITIZENS BUSINESS BANK COM Liquidated $0 0 0.00 32,160 +Inf 12-31-2023
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