Institutional Owners for SMG
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FULTON BANK NA | CL A | 551 | $236,673 | 3,173 | 0.00 | 0.00 | -120 | -3.64 | 03-31-2024 |
| CETERA ADVISORS LLC | CL A | 552 | $200,796 | 3,150 | 0.00 | 3,150 | +Inf | 12-31-2023 | |
| EVERSOURCE WEALTH ADVISORS LLC | Stock | 553 | $200,505 | 3,145 | 0.00 | 0.00 | -55 | -1.72 | 12-31-2023 |
| AVANTAX ADVISORY SERVICES INC | CL A | 554 | $232,815 | 3,121 | 0.00 | 0.00 | -382 | -10.90 | 03-31-2024 |
