Institutional Owners for TER
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| NEXT FINANCIAL GROUP INC | COM | 951 | $207,000 | 1,547 | 0.02 | 0.02 | -45 | -2.83 | 06-30-2021 |
| CONCORD WEALTH PARTNERS | COM | Liquidated | $0 | 0 | 0.00 | 1,498 | +Inf | 03-31-2024 | |
| PSAGOT VALUE HOLDINGS LTD | COM | 953 | $161,000 | 1,478 | 0.03 | 0.01 | 0 | 0.00 | 09-30-2021 |
| SIGNATUREFD LLC | COM | 954 | $158,063 | 1,401 | 0.00 | 0.00 | -616 | -30.54 | 03-31-2024 |
