Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOTCO | Com | 501 | $9,006,830 | 128,669 | 0.00 | 0.00 | 4,985 | 4.03 | 03-31-2024 |
JEFFERIES FINANCIAL GROUP INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 45,273 | 54.35 | 03-31-2024 |
MIDDLETON & CO INC/MA | CL A | 503 | $8,978,620 | 128,266 | 0.00 | 0.00 | 944 | 0.74 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | CL A | 504 | $8,879,110 | 126,844 | 0.00 | 0.00 | 7,538 | 6.32 | 03-31-2024 |