Institutional Owners for MA
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
WEALTHSTONE INC Equities 2201 $1,303,000 3,661 0.45 3,661 +Inf 03-31-2021
AZIMUTH CAPITAL MANAGEMENT LLC COM 2202 $1,308,000 3,660 0.06 0.05 0 0.00 03-31-2022
LAVACA CAPITAL LLC CL A 2203 $1,446,655 3,654 0.00 0.00 1,276 53.66 09-30-2023
FIRST NATIONAL TRUST CO CL A 2204 $1,558,041 3,653 0.00 0.00 229 6.69 12-31-2023
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