Institutional Owners for CMA
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
SS&H FINANCIAL ADVISORS INC COM 451 $596,000 10,841 0.25 0.26 0 0.00 03-31-2024
MARTIN CAPITAL PARTNERS LLC COM 452 $587,000 10,667 0.23 0.19 -105 -0.97 03-31-2024
COLUMBIA ASSET MANAGEMENT COM 453 $592,000 10,606 0.12 0.12 0 0.00 03-31-2024
IMPRINT WEALTH LLC COM Liquidated $0 0 0.01 10,590 +Inf 12-31-2023
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