Institutional Owners for F
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| OXFORD FINANCIAL GROUP LTD LLC | COM | 701 | $1,280,215 | 96,402 | 0.00 | 0.00 | 3,173 | 3.40 | 03-31-2024 |
| ALLWORTH FINANCIAL LP | COM | 702 | $1,458,363 | 96,389 | 0.00 | 0.00 | -3,840 | -3.83 | 06-30-2023 |
| AMERICANA PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -10,451 | -9.80 | 03-31-2024 |
| AUSTIN WEALTH MANAGEMENT LLC | COM | 704 | $1,179,078 | 95,860 | 0.00 | 95,860 | +Inf | 12-31-2023 |
