Institutional Owners for ISD
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WESTERN WEALTH MANAGEMENT LLC | COM | 51 | $583,821 | 47,389 | 0.00 | 0.00 | -6,804 | -12.56 | 12-31-2023 |
| NEWEDGE ADVISORS LLC | MF Closed and MF Open | Liquidated | $0 | 0 | 0.00 | 0.00 | 4,800 | 11.45 | 03-31-2024 |
| WEALTH MANAGEMENT SOLUTIONS LLC | COM | 53 | $499,098 | 42,368 | 0.00 | 0.00 | 86 | 0.20 | 09-30-2023 |
| NEWEDGE ADVISORS LLC | COM | 54 | $513,495 | 39,530 | 0.00 | 39,530 | +Inf | 03-31-2024 |
