Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RMB CAPITAL MANAGEMENT LLC | UNIT LTD PARTN | 151 | $514,766 | 16,961 | 0.00 | 0.00 | -73,286 | -81.21 | 09-30-2023 |
ROOSEVELT INVESTMENT GROUP LLC | UNIT LTD PARTN | 152 | $681,000 | 16,385 | 0.05 | 0.05 | -2,000 | -10.88 | 06-30-2022 |
KOVACK ADVISORS INC | UNIT LTD PARTN | 153 | $565,602 | 16,281 | 0.00 | 16,281 | +Inf | 03-31-2024 | |
TCF NATIONAL BANK | COMMON STOCK | 154 | $636,000 | 15,900 | 0.07 | 15,900 | +Inf | 03-31-2021 |