Institutional Owners for FE
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
FSM WEALTH ADVISORS LLC COM 651 $377,317 9,770 0.00 0.00 929 10.51 03-31-2024
GREENLEAF TRUST COM 652 $376,004 9,736 0.00 0.00 295 3.12 03-31-2024
LINCOLN NATIONAL CORP COM 653 $356,918 9,736 0.00 9,736 +Inf 12-31-2023
CONFLUENCE WEALTH SERVICES INC COM 654 $373,805 9,679 0.00 0.00 433 4.68 03-31-2024
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