Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIKOON GROUP LLC | COM SER C | 551 | $579,000 | 3,859 | 0.15 | 3,859 | +Inf | 03-31-2021 | |
CIBC ASSET MANAGEMENT INC | COM SER C | 552 | $220,736 | 3,857 | 0.00 | 0.00 | 7 | 0.18 | 03-31-2024 |
CREATIVE PLANNING | COM SER C | 553 | $306,162 | 3,799 | 0.00 | 0.00 | -52 | -1.35 | 12-31-2023 |
ANCORA ADVISORS LLC | COM | 554 | $338,706 | 3,709 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |