Institutional Owners for ATO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FINANCIAL PARTNERS GROUP LLC | COM | 751 | $259,884 | 2,242 | 0.00 | 0.00 | -183 | -7.55 | 12-31-2023 |
| INDEPENDENT WEALTH NETWORK INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -20 | -0.89 | 03-31-2024 |
| IBEX WEALTH ADVISORS | COM | Liquidated | $0 | 0 | 0.06 | 2,228 | +Inf | 03-31-2024 | |
| IHT WEALTH MANAGEMENT LLC | COM | 754 | $262,921 | 2,212 | 0.00 | 2,212 | +Inf | 03-31-2024 |
