Institutional Owners for VC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | COM NEW | 451 | $3,497 | 28 | 0.00 | 28 | +Inf | 12-31-2023 | |
| GLASSMAN WEALTH SERVICES | COM NEW | 452 | $3,734 | 26 | 0.00 | 0.00 | 3 | 13.04 | 06-30-2023 |
| STEWARD FINANCIAL GROUP LLC | COM NEW | 453 | $3,000 | 21 | 0.00 | 0.00 | 11 | 110.00 | 03-31-2023 |
| IFP ADVISORS INC | cs | 454 | $2,498 | 20 | 0.00 | 0.00 | -5 | -20.00 | 12-31-2023 |
