Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KARPUS MANAGEMENT INC | COM | 1 | $16,832,295 | 712,026 | 0.00 | 0.00 | 549,045 | 336.88 | 12-31-2023 |
CORNERSTONE ADVISORS LLC | COM | 2 | $5,936,240 | 251,110 | 0.00 | 0.00 | 25,389 | 11.25 | 12-31-2023 |
STIFEL FINANCIAL CORP | COM | 3 | $4,480,582 | 189,534 | 0.00 | 0.00 | -1,196 | -0.63 | 12-31-2023 |
BANK OF AMERICA CORP /DE/ | COM | 4 | $4,116,207 | 174,120 | 0.00 | 0.00 | 27,392 | 18.67 | 12-31-2023 |