Institutional Owners for MS
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FRONTIER WEALTH MANAGEMENT LLC | COM NEW | 1801 | $365,000 | 4,352 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
| SHEPHERD FINANCIAL PARTNERS LLC | COM NEW | 1802 | $355,009 | 4,347 | 0.00 | 0.00 | 198 | 4.77 | 09-30-2023 |
| ASPIRIANT LLC | COM NEW | 1803 | $407,871 | 4,331 | 0.00 | 0.00 | 56 | 1.31 | 03-31-2024 |
| QUANTAMENTAL TECHNOLOGIES LLC | COM NEW | 1804 | $368,757 | 4,318 | 0.00 | 0.00 | -9,670 | -69.13 | 06-30-2023 |
