Institutional Owners for MA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ROUNDVIEW CAPITAL LLC | CL A | 901 | $12,506,806 | 31,590 | 0.00 | 0.00 | 75 | 0.24 | 09-30-2023 |
| CURI WEALTH MANAGEMENT LLC | CL A | 902 | $13,374,001 | 31,357 | 0.00 | 0.00 | -3,472 | -9.97 | 12-31-2023 |
| TRITONPOINT WEALTH LLC | CL A | 903 | $13,470,731 | 31,336 | 0.00 | 0.00 | -1,774 | -5.36 | 03-31-2024 |
| BEACH INVESTMENT COUNSEL INC/PA | COM | 904 | $13,321,000 | 31,232 | 1.64 | 1.55 | -165 | -0.53 | 03-31-2024 |
