Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC | SH BEN INT | 51 | $124,769 | 46,906 | 0.00 | 0.00 | 130 | 0.28 | 03-31-2024 |
CRESSET ASSET MANAGEMENT LLC | SH BEN INT | 52 | $122,892 | 46,200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DIXON HUBARD FEINOUR & BROWN INC/VA | CEF | 53 | $131,000 | 44,050 | 0.02 | 0.01 | 0 | 0.00 | 06-30-2022 |
HIGHTOWER ADVISORS LLC | SH BEN INT | 54 | $114,000 | 42,800 | 0.00 | 0.00 | 21,000 | 96.33 | 03-31-2024 |