Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REALTA INVESTMENT ADVISORS | CL B NEW | 1701 | $6,774,998 | 16,111 | 0.00 | 0.00 | -2,336 | -12.66 | 03-31-2024 |
MCDONOUGH CAPITAL MANAGEMENT INC | CL B NEW | 1702 | $5,741,498 | 16,096 | 0.00 | 0.01 | -25 | -0.16 | 12-31-2023 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 1703 | $6,757,334 | 16,069 | 0.00 | 0.00 | -571 | -3.43 | 03-31-2024 |
SYON CAPITAL LLC | Stock | 1704 | $6,753,131 | 16,059 | 0.00 | 0.00 | 248 | 1.57 | 03-31-2024 |