Institutional Owners for A
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BALLENTINE PARTNERS LLC | COM | 851 | $427,824 | 3,826 | 0.00 | 0.00 | 1,113 | 41.02 | 09-30-2023 |
| FIERA CAPITAL CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,034 | -44.39 | 03-31-2024 |
| ADVISORY SERVICES NETWORK LLC | Stock | 853 | $550,753 | 3,785 | 0.00 | 0.00 | 693 | 22.41 | 03-31-2024 |
| UMB BANK NA | COM | 854 | $537,368 | 3,693 | 0.00 | 0.00 | 5 | 0.14 | 03-31-2024 |
