Institutional Owners for SMG
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| HOOVER FINANCIAL ADVISORS INC | CL A | 851 | $33,000 | 170 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2021 |
| ALLWORTH FINANCIAL LP | CL A | 852 | $10,658 | 170 | 0.00 | 0.00 | -97 | -36.33 | 06-30-2023 |
| CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 162 | +Inf | 12-31-2023 | |
| CORNERSTONE PLANNING GROUP LLC | Common Stock | 854 | $10,934 | 155 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
