Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLOUGH CAPITAL PARTNERS L P | COM STK | 1301 | $1,695,602 | 30,936 | 0.00 | 0.00 | -41,864 | -57.51 | 03-31-2024 |
CETERA ADVISORS LLC | COM STK | 1302 | $1,592,045 | 30,593 | 0.00 | 0.00 | 5,345 | 21.17 | 12-31-2023 |
EPOCH INVESTMENT PARTNERS INC | COM STK | 1303 | $1,585,711 | 30,471 | 0.00 | 0.00 | -781 | -2.50 | 12-31-2023 |
SECURITY NATIONAL BANK OF SO DAK | COMMON STOCK | 1304 | $1,668,198 | 30,436 | 0.00 | 0.00 | 948 | 3.21 | 03-31-2024 |