Institutional Owners for MO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TRINITYPOINT WEALTH LLC | COM | 1901 | $310,986 | 7,129 | 0.00 | 0.00 | -3,595 | -33.52 | 03-31-2024 |
| HOWLAND CAPITAL MANAGEMENT LLC | COM | 1902 | $317,062 | 7,109 | 0.00 | 0.00 | -22 | -0.31 | 03-31-2024 |
| WELLINGTON WEALTH STRATEGIES LLC | COM | Liquidated | $0 | 0 | 0.00 | 7,080 | +Inf | 03-31-2024 | |
| CONGRESS WEALTH MANAGEMENT LLC / DE / | COM | 1904 | $306,837 | 7,034 | 0.00 | 0.00 | -126 | -1.76 | 03-31-2024 |
