Institutional Owners for MAR
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| JOEL ISAACSON & CO LLC | CL A | 1001 | $658,349 | 3,965 | 0.00 | 0.00 | -105 | -2.58 | 03-31-2023 |
| SS&H FINANCIAL ADVISORS INC | CL A | 1002 | $984,000 | 3,900 | 0.41 | 0.37 | 0 | 0.00 | 03-31-2024 |
| ALTIUM WEALTH MANAGEMENT LLC | CL A | 1003 | $530,000 | 3,899 | 0.04 | 0.04 | -67 | -1.69 | 06-30-2022 |
| LINCOLN NATIONAL CORP | CL A | 1004 | $878,395 | 3,895 | 0.00 | 0.01 | -128 | -3.18 | 12-31-2023 |
