Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TECTONIC ADVISORS LLC | CL A | 1501 | $566,379 | 3,347 | 0.00 | 0.00 | 1,002 | 42.73 | 03-31-2024 |
CONTINUUM ADVISORY LLC | CL A | 1502 | $660,172 | 3,345 | 0.00 | 0.00 | 171 | 5.39 | 12-31-2023 |
BECKER CAPITAL MANAGEMENT INC | CL A | 1503 | $660,006 | 3,344 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
AFT FORSYTH & COMPANY INC | COM | 1504 | $564,467 | 3,336 | 0.00 | 0.00 | -680 | -16.93 | 03-31-2024 |