Institutional Owners for SAM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| DAKOTA WEALTH MANAGEMENT | CL A | Liquidated | $0 | 0 | 0.00 | 662 | +Inf | 03-31-2024 | |
| ADVISORY SERVICES NETWORK LLC | Stock | 452 | $227,744 | 659 | 0.00 | 659 | +Inf | 12-31-2023 | |
| CAPTRUST FINANCIAL ADVISORS | Stock | 453 | $212,012 | 645 | 0.00 | 0.00 | 9 | 1.42 | 03-31-2023 |
| SEMUS WEALTH PARTNERS LLC | CL A | 454 | $218,067 | 631 | 0.00 | 0.00 | -2,419 | -79.31 | 12-31-2023 |
