Institutional Owners for ATO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GEN-WEALTH PARTNERS INC | Stock | 601 | $477,311 | 4,015 | 0.00 | 4,015 | +Inf | 03-31-2024 | |
| REGENT INVESTMENT MANAGEMENT LLC | COM | 602 | $448,000 | 4,000 | 0.12 | 0.12 | 0 | 0.00 | 12-31-2022 |
| LITTLE HOUSE CAPITAL LLC | COM | 603 | $475,361 | 3,999 | 0.00 | 0.00 | 402 | 11.18 | 03-31-2024 |
| NEW HAMPSHIRE TRUST | Equities | 604 | $464,187 | 3,905 | 0.00 | 0.00 | -85 | -2.13 | 03-31-2024 |
