Institutional Owners for SAM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 6 | +Inf | 12-31-2023 | |
| JANICZEK WEALTH MANAGEMENT LLC | CL A | 752 | $1,827 | 6 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PARKSIDE FINANCIAL BANK & TRUST | CL A | 753 | $1,827 | 6 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIELDPOINT PRIVATE SECURITIES LLC | Stock | 754 | $2,000 | 5 | 0.00 | 0.00 | -5 | -50.00 | 06-30-2022 |
