Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KAYNE ANDERSON CAPITAL ADVISORS LP | UNIT LTD PARTN | 301 | $249,000 | 5,300 | 0.01 | 5,300 | +Inf | 03-31-2022 | |
AMERITAS INVESTMENT COMPANY LLC | UNIT LTD PARTN | 302 | $248,000 | 5,010 | 0.01 | 0.01 | 310 | 6.60 | 09-30-2021 |
MINOT WEALTH MANAGEMENT LLC | UNIT LTD PARTN | 303 | $235,000 | 5,000 | 0.05 | 0.05 | 0 | 0.00 | 03-31-2022 |
CALDWELL SUTTER CAPITAL INC | UNIT LTD PARTN | 304 | $155,705 | 4,482 | 0.00 | 0.00 | 111 | 2.54 | 03-31-2024 |