Institutional Owners for CGBD
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
COMMONWEALTH EQUITY SERVICES LLC COM 101 $336,000 20,638 0.00 0.00 670 3.36 03-31-2024
B RILEY WEALTH ADVISORS INC COM Liquidated $0 0 0.00 0.00 -7,193 -26.03 12-31-2023
GSA CAPITAL PARTNERS LLP COM Liquidated $0 0 0.03 20,193 +Inf 12-31-2023
FINANCIAL ALTERNATIVES INC COM 104 $325,454 19,991 0.00 0.00 -970 -4.63 03-31-2024
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