Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC 04-30-2024 03-31-2024 482 629,069,357
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
RING ENERGY INC COM 1151 $114,974 58,660 0.00 0.00 9,850 20.18 03-31-2024
CLOUGH GLOBAL OPPORTUNITIES SH BEN INT 1152 $102,052 20,089 0.00 0.00 0 0.00 03-31-2024
UNITED STS NAT GAS FD LP UNIT PAR Liquidated $0 0 0.00 0.00 -772 -3.71 03-31-2024
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