Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEBENTHAL GLOBAL ADVISORS LLC | COM | 2301 | $949,153 | 1,881 | 0.00 | 0.00 | 145 | 8.35 | 03-31-2024 |
SOUDERS FINANCIAL ADVISORS | COM | 2302 | $948,143 | 1,879 | 0.00 | 0.00 | -70 | -3.59 | 03-31-2024 |
QUENT CAPITAL LLC | Stock | 2303 | $946,630 | 1,876 | 0.00 | 0.00 | 16 | 0.86 | 03-31-2024 |
EDGE CAPITAL GROUP LLC | Stock | 2304 | $943,602 | 1,870 | 0.00 | 0.00 | -108 | -5.46 | 03-31-2024 |