Institutional Owners for AMSWA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| EXODUSPOINT CAPITAL MANAGEMENT LP | CL A | 101 | $275,000 | 30,116 | 0.00 | 30,116 | +Inf | 06-30-2024 | |
| SEQUOIA FINANCIAL ADVISORS LLC | CL A | 102 | $267,254 | 29,272 | 0.00 | 29,272 | +Inf | 06-30-2024 | |
| INTERCONTINENTAL WEALTH ADVISORS LLC | CL A | 103 | $300,061 | 28,550 | 0.00 | 0.00 | 69 | 0.24 | 06-30-2023 |
| AMERIPRISE FINANCIAL INC | COM | 104 | $260,196 | 28,499 | 0.00 | 0.00 | -290 | -1.01 | 06-30-2024 |
