Institutional Owners for MAR
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| STRATEGIC INVESTMENT ADVISORS / MI | CL A | 1101 | $724,279 | 3,212 | 0.00 | 3,212 | +Inf | 12-31-2023 | |
| ULLMANN WEALTH PARTNERS GROUP LLC | CL A | 1102 | $809,410 | 3,208 | 0.00 | 0.00 | -150 | -4.47 | 03-31-2024 |
| DIVERGENT PLANNING LLC | CL A | 1103 | $801,994 | 3,191 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| OAK HARVEST INVESTMENT SERVICES | CL A | 1104 | $802,155 | 3,179 | 0.00 | 0.00 | 31 | 0.98 | 03-31-2024 |
