Institutional Owners for MA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SIMPLICITY WEALTHLLC | CL A | 951 | $13,300,207 | 27,618 | 0.00 | 0.00 | 26,486 | 2339.75 | 03-31-2024 |
| GREENLEAF TRUST | CL A | 952 | $13,265,809 | 27,547 | 0.00 | 0.00 | -1,973 | -6.68 | 03-31-2024 |
| OXBOW ADVISORS LLC | CL A | 953 | $11,747,614 | 27,544 | 0.00 | 0.00 | -767 | -2.71 | 12-31-2023 |
| ARS WEALTH ADVISORS GROUP LLC | CL A | 954 | $11,740,356 | 27,526 | 0.00 | 0.00 | 2,200 | 8.69 | 12-31-2023 |
