Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOLONEY SECURITIES ASSET MANAGEMENT LLC | PFD | 1 | $2,297,416 | 89,394 | 0.00 | 0.00 | 3,050 | 3.53 | 03-31-2024 |
TRADITION WEALTH MANAGEMENT LLC | PREFERRED STOCK | Liquidated | $0 | 0 | 0.07 | 0.07 | 5,568 | 24.87 | 03-31-2024 |
3CHOPT INVESTMENT PARTNERS LLC | Preferred Stock | Liquidated | $0 | 0 | 0.00 | 4,980 | +Inf | 12-31-2023 |