Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KORNITZER CAPITAL MANAGEMENT INC /KS | COM | 1501 | $1,146,162 | 10,062 | 0.00 | 0.00 | 3,775 | 60.04 | 06-30-2023 |
REALTA INVESTMENT ADVISORS | COM | 1502 | $1,812,481 | 10,042 | 0.00 | 0.00 | 1,296 | 14.82 | 03-31-2024 |
CHECCHI CAPITAL ADVISERS LLC | COM | 1503 | $1,810,315 | 10,030 | 0.00 | 0.00 | -555 | -5.24 | 03-31-2024 |
MATHER GROUP LLC | COM | 1504 | $1,478,251 | 10,028 | 0.00 | 0.00 | 141 | 1.43 | 12-31-2023 |