Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NAVELLIER & ASSOCIATES INC | COM | 51 | $312,369 | 22,376 | 0.00 | 0.00 | 10,095 | 82.20 | 12-31-2023 |
CAPITAL INVESTMENT ADVISORS LLC | UNIT BEN INT | 52 | $264,793 | 21,956 | 0.00 | 0.00 | -79 | -0.36 | 03-31-2024 |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | UNIT BEN INT | Liquidated | $251,106 | 20,768 | 0.00 | 0.00 | 20,768 | +Inf | 03-31-2024 |
ADVISORY ALPHA LLC | UNIT BEN INT | 54 | $246,890 | 20,471 | 0.00 | 0.00 | -535 | -2.55 | 03-31-2024 |