Institutional Owners for SMG
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BDO WEALTH ADVISORS LLC | CL A | 901 | $6,269 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| TRUST CO | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PIERSHALE FINANCIAL GROUP INC | CL A | 903 | $6,269 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| CARROLL FINANCIAL ASSOCIATES INC | Stock | 904 | $15,000 | 98 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
