Institutional Owners for UL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ALTAVISTA WEALTH MANAGEMENT INC | COM | 501 | $1,948,000 | 35,923 | 0.43 | 0.50 | -3,570 | -9.04 | 09-30-2021 |
| OPTIMIST RETIREMENT GROUP LLC | SPON ADR NEW | 502 | $1,791,707 | 35,698 | 0.00 | 35,698 | +Inf | 03-31-2024 | |
| BAKER TILLY WEALTH MANAGEMENT LLC | SPON ADR NEW | 503 | $1,786,162 | 35,588 | 0.00 | 0.00 | 6,104 | 20.70 | 03-31-2024 |
| KCM INVESTMENT ADVISORS LLC | SPON ADR NEW | 504 | $1,766,286 | 35,192 | 0.00 | 0.00 | 3,997 | 12.81 | 03-31-2024 |
