Institutional Owners for SBAC
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
SPIRE WEALTH MANAGEMENT CL A 1001 $23,620 109 0.00 0.00 -37 -25.34 03-31-2024
CAPITAL ANALYSTS LLC CL A 1002 $26,000 104 0.00 0.00 17 19.54 12-31-2023
CARROLL FINANCIAL ASSOCIATES INC REIT 1003 $38,000 101 0.00 0.00 0 0.00 12-31-2021
EVERSOURCE WEALTH ADVISORS LLC REIT 1004 $24,107 95 0.00 0.00 29 43.94 12-31-2023
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