Institutional Owners for CEF
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SANDY SPRING BANK | TR UNIT | 451 | $28,476 | 1,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| STONEBRIDGE CAPITAL ADVISORS LLC | CEF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FINTRUST CAPITAL ADVISORS LLC | TR UNIT | 453 | $28,151 | 1,384 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MISSOURI TRUST & INVESTMENT CO | TR UNIT | 454 | $25,364 | 1,247 | 0.00 | 0.00 | -489 | -28.17 | 03-31-2024 |
