Institutional Owners for AEF
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
STIFEL FINANCIAL CORP COM Liquidated $0 0 0.00 0.00 327 2.66 12-31-2023
CSS LLC/IL COM 52 $59,445,000 11,633 0.00 0.00 0 0.00 12-31-2023
B RILEY WEALTH ADVISORS INC COM 53 $53,465 10,282 0.00 0.00 0 0.00 12-31-2023
LPL FINANCIAL LLC COM 54 $50,578 10,015 0.00 10,015 +Inf 03-31-2024
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