Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEY FINANCIAL INC | 05-01-2024 | 03-31-2024 | 1307 | 365,854,463 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| REAVES UTIL INCOME FD | COM SH BEN INT | 751 | $14,814 | 554 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BLOOM ENERGY CORP | COM CL A | 752 | $14,800 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KADANT INC | COM | 753 | $14,576 | 52 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BLOCK INC | CL A | 754 | $14,464 | 187 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
