Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAYMOND JAMES & ASSOCIATES | COM | 1 | $14,039,213 | 897,648 | 0.00 | 0.00 | 4,890 | 0.55 | 03-31-2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC | COM | 2 | $13,491,170 | 862,607 | 0.00 | 0.00 | 119,755 | 16.12 | 03-31-2024 |
ADVISORS ASSET MANAGEMENT INC | COM | 3 | $8,088,991 | 662,489 | 0.00 | 0.00 | -56,770 | -7.89 | 03-31-2023 |
MORGAN STANLEY | COM | 4 | $6,266,701 | 447,302 | 0.00 | 0.00 | 30,118 | 7.22 | 12-31-2023 |