Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELPOINTE ASSET MANAGEMENT LLC | COM | 501 | $381,948 | 595 | 0.00 | 595 | +Inf | 03-31-2024 | |
PRIVATE ADVISOR GROUP LLC | COM | 502 | $380,034 | 592 | 0.00 | 0.00 | 33 | 5.90 | 03-31-2024 |
QSV EQUITY INVESTORS LLC | COM | 503 | $374,887 | 584 | 0.00 | 584 | +Inf | 03-31-2024 | |
PERSONAL CFO SOLUTIONS LLC | COM | 504 | $338,635 | 579 | 0.00 | 0.00 | 9 | 1.58 | 12-31-2023 |