Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTERPOINT ADVISORS LLC | SHS | 2901 | $163,000 | 1,875 | 0.06 | 0.06 | 0 | 0.00 | 03-31-2024 |
MAGELLAN ASSET MANAGEMENT LTD | SHS | 2902 | $151,000 | 1,865 | 0.00 | 0.00 | -347 | -15.69 | 09-30-2022 |
TEN CAPITAL WEALTH ADVISORS LLC | Stock | 2903 | $164,000 | 1,858 | 0.05 | 0.07 | -21 | -1.12 | 06-30-2023 |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 2904 | $161,315 | 1,851 | 0.00 | 1,851 | +Inf | 03-31-2024 |