Institutional Owners for SAM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | CL A | 551 | $84,324 | 277 | 0.00 | 0.00 | -1 | -0.36 | 03-31-2024 |
| NEXT FINANCIAL GROUP INC | CL A | 552 | $272,000 | 266 | 0.02 | 0.03 | 8 | 3.10 | 06-30-2021 |
| PRINCIPAL SECURITIES INC | CL A | 553 | $81,559 | 236 | 0.00 | 236 | +Inf | 12-31-2023 | |
| UMB BANK NA | CL A | 554 | $68,495 | 225 | 0.00 | 0.00 | 2 | 0.90 | 03-31-2024 |
