Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 2201 | $108,000 | 111 | 0.00 | 0.00 | 63 | 131.25 | 03-31-2024 |
SOUND INCOME STRATEGIES LLC | COM | 2202 | $107,844 | 111 | 0.00 | 0.00 | 92 | 484.21 | 03-31-2024 |
KINGS POINT CAPITAL MANAGEMENT | COM | 2203 | $80,000 | 111 | 0.01 | 111 | +Inf | 12-31-2021 | |
AXS INVESTMENTS LLC | COMMON | 2204 | $106,873 | 110 | 0.00 | 110 | +Inf | 03-31-2024 |