Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MGO ONE SEVEN LLC | COM | 1 | $10,876,151 | 751,115 | 0.00 | 751,115 | +Inf | 12-31-2023 | |
BAIRD FINANCIAL GROUP INC | COMMON | 2 | $8,842,979 | 541,186 | 0.00 | 0.00 | -2,049 | -0.38 | 03-31-2024 |
MORGAN STANLEY | COM | 3 | $8,445,301 | 516,848 | 0.00 | 0.00 | 20,171 | 4.06 | 03-31-2024 |
ADVISORS ASSET MANAGEMENT INC | COM | 4 | $8,421,603 | 515,398 | 0.00 | 0.00 | 231,177 | 81.34 | 03-31-2024 |