Institutional Owners for SAM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CAPE INVESTMENT ADVISORY INC | CL A | 701 | $7,603 | 22 | 0.00 | 0.00 | -12 | -35.29 | 12-31-2023 |
| WEALTHPLAN PARTNERS LLC | Stock/ETF | 702 | $6,477 | 21 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 703 | $6,912 | 20 | 0.00 | 20 | +Inf | 12-31-2023 | |
| JAMISON PRIVATE WEALTH MANAGEMENT INC | CL A | 704 | $6,089 | 20 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
