Institutional Owners for UL
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
AUSDAL FINANCIAL PARTNERS INC SPON ADR NEW 901 $511,980 10,201 0.00 0.00 13 0.13 03-31-2024
PEREGRINE ASSET ADVISERS INC SPON ADR NEW 902 $493,284 10,175 0.00 0.00 0 0.00 12-31-2023
WESCOTT FINANCIAL ADVISORY GROUP LLC SPON ADR NEW 903 $509,880 10,159 0.00 0.00 -878 -7.96 03-31-2024
CANANDAIGUA NATIONAL CORP Com 904 $511,000 10,158 0.09 0.08 327 3.33 12-31-2022
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