Institutional Owners for MA
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
BERGER FINANCIAL GROUP INC CL A 1151 $8,708,238 18,083 0.00 0.00 12 0.07 03-31-2024
PELOTON WEALTH STRATEGISTS Stock 1152 $8,690,000 18,045 3.53 2.14 -332 -1.81 03-31-2024
PHYSICIANS FINANCIAL SERVICES INC CL A 1153 $8,661,000 17,985 3.05 2.91 0 0.00 03-31-2024
BURNEY CO/ CL A 1154 $7,644,847 17,924 0.00 0.00 161 0.91 12-31-2023
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