Institutional Owners for TER
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| HERITAGE WEALTH MANAGEMENT LLC | COM | 701 | $445,262 | 3,946 | 0.00 | 0.00 | -151 | -3.69 | 03-31-2024 |
| DOYLE WEALTH MANAGEMENT | COM | 702 | $293,000 | 3,902 | 0.03 | 0.03 | -200 | -4.88 | 09-30-2022 |
| CAPITAL ASSET ADVISORY SERVICES LLC | COM | 703 | $417,526 | 3,892 | 0.00 | 0.00 | 176 | 4.74 | 03-31-2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | COM | 704 | $438,000 | 3,886 | 0.00 | 0.01 | -3,244 | -45.50 | 03-31-2024 |
