Institutional Owners for ALL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BALLENTINE PARTNERS LLC | COM | 651 | $1,261,161 | 11,320 | 0.00 | 0.00 | 89 | 0.79 | 09-30-2023 |
| IA GLOBAL ASSET MANAGEMENT INC | COM | 652 | $1,939,000 | 11,206 | 0.02 | 0.02 | 884 | 8.56 | 03-31-2024 |
| INVERA WEALTH ADVISORS LLC | COM | 653 | $1,869,511 | 11,055 | 0.00 | 11,055 | +Inf | 03-31-2024 | |
| ALLWORTH FINANCIAL LP | COM | 654 | $1,190,294 | 10,916 | 0.00 | 0.00 | -401 | -3.54 | 06-30-2023 |
