Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROVIDENCE CAPITAL ADVISORS LLC | COM | 2151 | $7,733,465 | 8,558 | 0.00 | 0.00 | -5,202 | -37.81 | 03-31-2024 |
RESOURCE MANAGEMENT LLC | COM | 2152 | $1,771,000 | 8,548 | 0.20 | 0.18 | 6,610 | 341.07 | 09-30-2021 |
AVISO WEALTH MANAGEMENT | COM | 2153 | $4,232,089 | 8,546 | 0.00 | 8,546 | +Inf | 12-31-2023 | |
DANTAI CAPITAL LTD | CL A | 2154 | $7,720,920 | 8,545 | 0.01 | 8,545 | +Inf | 03-31-2024 |