Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MORGAN STANLEY | COM | 1 | $81,545,504 | 8,146,403 | 0.00 | 0.00 | 973,246 | 13.57 | 03-31-2024 |
CETERA ADVISOR NETWORKS LLC | COM | 2 | $61,752,919 | 7,033,362 | 0.00 | 0.00 | -508,795 | -6.75 | 12-31-2023 |
BANK OF AMERICA CORP /DE/ | COM | 3 | $38,990,685 | 3,895,173 | 0.00 | 0.00 | 532,684 | 15.84 | 03-31-2024 |
RAYMOND JAMES & ASSOCIATES | COM | 4 | $30,188,617 | 3,015,846 | 0.00 | 0.00 | -177,503 | -5.56 | 03-31-2024 |