Institutional Owners for MA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| OCTAVIA WEALTH ADVISORS LLC | CL A | 3601 | $308,056 | 640 | 0.00 | 0.00 | -2 | -0.31 | 03-31-2024 |
| ALETHEIAN WEALTH ADVISORS LLC | CL A | 3602 | $307,242 | 638 | 0.00 | 0.00 | 53 | 9.06 | 03-31-2024 |
| KOWAL INVESTMENT GROUP LLC | CL A | 3603 | $307,131 | 638 | 0.00 | 0.00 | 100 | 18.59 | 03-31-2024 |
| STAGE HARBOR FINANCIAL LLC | CL A | 3604 | $270,834 | 635 | 0.00 | 635 | +Inf | 12-31-2023 |
