Institutional Owners for CPA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY LTD | CL A | 251 | $449,867 | 4,319 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SIGMA PLANNING CORP | CL A | Liquidated | $0 | 0 | 0.00 | 4,267 | +Inf | 12-31-2023 | |
| WILLIAMSON LEGACY GROUP LLC | Stock | 253 | $444,034 | 4,263 | 0.00 | 4,263 | +Inf | 03-31-2024 | |
| MIRACLE MILE ADVISORS LLC | CL A | 254 | $432,264 | 4,150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
