Institutional Owners for MA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FINANCIAL PARTNERS GROUP INC | CL A | 3801 | $219,481 | 515 | 0.00 | 515 | +Inf | 12-31-2023 | |
| 1900 WEALTH MANAGEMENT LLC | CL A | 3802 | $246,867 | 513 | 0.00 | 0.00 | -342 | -40.00 | 03-31-2024 |
| PRECEDENT WEALTH PARTNERS LLC | CL A | 3803 | $245,918 | 511 | 0.00 | 0.00 | 31 | 6.46 | 03-31-2024 |
| GPM GROWTH INVESTORS INC | CL A | 3804 | $217,947 | 511 | 0.00 | 511 | +Inf | 12-31-2023 |
