Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LRI INVESTMENTS LLC | Stock | 551 | $14,335 | 156 | 0.00 | 0.00 | -30 | -16.13 | 06-30-2024 |
PROMETHOS CAPITAL LLC | Equity | 552 | $13,784 | 150 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 553 | $7,000 | 148 | 0.00 | 0.00 | 62 | 72.09 | 09-30-2021 |
FARTHER FINANCE ADVISORS LLC | Stock | 554 | $12,555 | 140 | 0.00 | 0.00 | 75 | 115.38 | 06-30-2024 |