Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MORGAN STANLEY | COM | 1 | $8,701,933 | 1,101,510 | 0.00 | 0.00 | 278,881 | 33.90 | 03-31-2024 |
ADVISORS ASSET MANAGEMENT INC | COM | 2 | $6,552,165 | 829,388 | 0.00 | 0.00 | 122,958 | 17.41 | 03-31-2024 |
BAIRD FINANCIAL GROUP INC | COMMON | 3 | $3,421,735 | 433,131 | 0.00 | 0.00 | 26,706 | 6.57 | 03-31-2024 |
COMMONWEALTH EQUITY SERVICES LLC | COM | 4 | $3,044,000 | 385,356 | 0.01 | 0.01 | -92,461 | -19.35 | 03-31-2024 |