Institutional Owners for MA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ROBERTSON STEPHENS WEALTH MANAGEMENT LLC | CL A | 2251 | $1,761,118 | 3,657 | 0.00 | 0.00 | 1,795 | 96.40 | 03-31-2024 |
| LAVACA CAPITAL LLC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,276 | 53.66 | 03-31-2024 |
| FIRST NATIONAL TRUST CO | CL A | 2253 | $1,558,041 | 3,653 | 0.00 | 0.00 | 229 | 6.69 | 12-31-2023 |
| GRIES FINANCIAL LLC | CL A | 2254 | $1,752,434 | 3,639 | 0.00 | 3,639 | +Inf | 03-31-2024 |
