Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROUND TABLE SERVICES LLC | COM | 1451 | $297,000 | 2,647 | 0.06 | 0.05 | 0 | 0.00 | 09-30-2022 |
CLEAR PERSPECTIVE ADVISORS LLC | COM | 1452 | $360,000 | 2,640 | 0.11 | 0.09 | 317 | 13.65 | 12-31-2021 |
BRIDGECREEK INVESTMENT MANAGEMENT LLC | COM | 1453 | $314,212 | 2,638 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PATTON ALBERTSON MILLER GROUP LLC | COM | 1454 | $323,824 | 2,637 | 0.00 | 0.00 | -75 | -2.77 | 03-31-2024 |