Institutional Owners for ALL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST DIRECT INDEXING LP | COM | 801 | $724,112 | 6,641 | 0.00 | 0.00 | 301 | 4.75 | 06-30-2023 |
| IEQ CAPITAL LLC | COM | 802 | $929,433 | 6,640 | 0.00 | 0.00 | 2,444 | 58.25 | 12-31-2023 |
| INTEGRIS WEALTH MANAGEMENT LLC | COM | 803 | $1,147,393 | 6,632 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WESBANCO BANK INC | COMMON STOCK | 804 | $1,142,733 | 6,605 | 0.00 | 0.03 | -55 | -0.83 | 03-31-2024 |
