Institutional Owners for MA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| STONEBRIDGE FINANCIAL PLANNING GROUP LLC | CL A | 2051 | $1,621,000 | 4,536 | 0.91 | 4,536 | +Inf | 03-31-2022 | |
| SIGMA PLANNING CORP | CL A | 2052 | $1,932,903 | 4,532 | 0.00 | 0.00 | -5,112 | -53.01 | 12-31-2023 |
| SARGENT INVESTMENT GROUP LLC | CL A | 2053 | $1,924,840 | 4,513 | 0.00 | 0.00 | 2,621 | 138.53 | 12-31-2023 |
| TRIAGEN WEALTH MANAGEMENT LLC | CL A | 2054 | $2,170,918 | 4,508 | 0.00 | 0.00 | -138 | -2.97 | 03-31-2024 |
