Stock TransactionsWESTERN AST INFL LKD OPP & I

Total Bought
969,435
17 transactions
Total Sold
732,088
11 transactions
Net
+237,347
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
PenderFund Capital Management Ltd.439,485953,094+513,6091.412.62+1.22buy
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.234,423536,503+302,0800.170.48+0.31buy
Fiera Capital Corp209,295264,110+54,8150.010.01+0.00buy
Matisse Capital199,617231,033+31,4160.840.99+0.15buy
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC83,031109,219+26,1880.250.29+0.04buy
RPO LLC10,09121,427+11,3360.130.28+0.15buy
U.S. Capital Wealth Advisors, LLC134,897144,097+9,2000.040.04+0.00buy
STANSBERRY ASSET MANAGEMENT, LLC64,58069,766+5,1860.070.08+0.00buy
Cutler Capital Management, LLC77,47082,070+4,6000.260.26-0.00buy
BlackDiamond Wealth Management, LLC34,00636,933+2,9270.190.20+0.00buy
INTEGRATED CAPITAL MANAGEMENT, INC.28,08530,295+2,2100.190.21+0.02buy
Clear Creek Financial Management, LLC26,90028,900+2,0000.030.03+0.00buy
TWIN FOCUS CAPITAL PARTNERS, LLC57,70859,708+2,0000.080.08+0.00buy
Wakefield Asset Management LLLP294,969296,635+1,6660.880.85-0.03buy
BFSG, LLC075+750.000.00+0.00buy
Thomas J. Herzfeld Advisors, Inc.6,0996,165+660.020.02-0.00buy
Hennion & Walsh Asset Management, Inc.35,75735,818+610.020.01-0.00buy
Dynamic Advisor Solutions LLC68,68965,297-3,3920.020.02-0.00sell
GRACE & WHITE INC /NY189,321182,218-7,1030.300.29-0.01sell
VERUS CAPITAL PARTNERS, LLC33,07819,652-13,4260.030.02-0.01sell
HORIZON KINETICS ASSET MANAGEMENT LLC26,33612,036-14,3000.000.00-0.00sell
1607 Capital Partners, LLC1,084,9601,060,460-24,5000.830.86+0.03sell
PEAPACK GLADSTONE FINANCIAL CORP97,88271,930-25,9520.010.01-0.00sell
Tortoise Investment Management, LLC104,69674,735-29,9610.100.07-0.03sell
RIVERNORTH CAPITAL MANAGEMENT, LLC2,091,9152,045,275-46,6400.840.87+0.03sell
CSS LLC/IL98,19248,215-49,9770.040.02-0.02sell
ROBERTS GLORE & CO INC /IL/257,947178,926-79,0210.660.46-0.20sell
SIT INVESTMENT ASSOCIATES INC629,065191,249-437,8160.120.04-0.09sell
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