Institutional Owners for MA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| KB FINANCIAL PARTNERS LLC | COM | 2251 | $1,322,000 | 3,340 | 0.38 | 0.14 | 2,030 | 154.96 | 09-30-2023 |
| KISTLER-TIFFANY COMPANIES LLC | CL A | 2252 | $1,213,043 | 3,338 | 0.00 | 0.22 | -96 | -2.80 | 03-31-2023 |
| HERON FINANCIAL GROUP LLC | CL A | 2253 | $1,311,018 | 3,333 | 0.00 | 0.00 | 30 | 0.91 | 06-30-2023 |
| COPPERWYND FINANCIAL LLC | CL A | 2254 | $1,600,320 | 3,323 | 0.00 | 0.00 | -1 | -0.03 | 03-31-2024 |
