Institutional Owners for PTY
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SIGNATUREFD LLC | COM | Liquidated | $0 | 0 | 0.00 | 10,000 | +Inf | 03-31-2024 | |
| SUTTON WEALTH ADVISORS INC | CEF | 202 | $126,413 | 9,672 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ALPHAMARK ADVISORS LLC | ETF | 203 | $140,000 | 9,440 | 0.05 | 9,440 | +Inf | 03-31-2024 | |
| MAIN STREET GROUP LTD | CLOSED END MUTL FUND | 204 | $120,169,000 | 9,076 | 0.04 | 9,076 | +Inf | 12-31-2023 |
