Institutional Owners for SAM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TRIVANT CUSTOM PORTFOLIO GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GENEOS WEALTH MANAGEMENT INC | CL A | 652 | $20,735 | 60 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SALEM INVESTMENT COUNSELORS INC | CL A | 653 | $18,266 | 60 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SIGNATUREFD LLC | CL A | 654 | $20,645 | 53 | 0.00 | 0.00 | -46 | -46.46 | 09-30-2023 |
