Institutional Owners for CMA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ALPS ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,882 | 34.84 | 03-31-2024 |
| LAKESHORE FINANCIAL PLANNING INC | COM | 552 | $399,173 | 7,257 | 0.00 | 0.00 | -389 | -5.09 | 03-31-2024 |
| NORINCHUKIN BANK THE | COM | 553 | $304,314 | 7,184 | 0.00 | 0.00 | 942 | 15.09 | 06-30-2023 |
| BEACON FINANCIAL GROUP | COM | 554 | $394,011 | 7,165 | 0.00 | 0.00 | -393 | -5.20 | 03-31-2024 |
