Institutional Owners for MA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ROBINSON SMITH WEALTH ADVISORS LLC | CL A | 2601 | $997,331 | 2,071 | 0.00 | 2,071 | +Inf | 03-31-2024 | |
| FIRST HEARTLAND CONSULTANTS INC | CL A | 2602 | $882,000 | 2,068 | 0.11 | 0.16 | -1,153 | -35.80 | 12-31-2023 |
| CAHILL WEALTH MANAGEMENT LLC | CL A | 2603 | $815,971 | 2,061 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| WATERFRONT WEALTH INC | CL A | 2604 | $876,478 | 2,055 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
