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 | $9,912,053 | 633,763 | 0.00 | 0.00 | -28,726 | -4.34 | 03-31-2024 |
MORGAN STANLEY | COM | 4 | $6,944,303 | 444,009 | 0.00 | 0.00 | -3,293 | -0.74 | 03-31-2024 |