Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARINER LLC | COM | 151 | $73,261 | 57,235 | 0.00 | 0.00 | 1,509 | 2.71 | 03-31-2024 |
USCA RIA LLC | COM | 152 | $1,770,000 | 55,341 | 0.11 | 0.11 | -1,835 | -3.21 | 06-30-2021 |
PRICE T ROWE ASSOCIATES INC /MD/ | COMM STK | 153 | $71,000 | 54,714 | 0.00 | 0.00 | 29,113 | 113.72 | 03-31-2024 |
METLIFE INVESTMENT MANAGEMENT LLC | COM | 154 | $165,762 | 54,527 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |