Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWA ASSET MANAGEMENT GROUP LLC | COM | 751 | $271,376 | 2,623 | 0.00 | 2,623 | +Inf | 12-31-2023 | |
BALLENTINE PARTNERS LLC | COM | 752 | $268,306 | 2,623 | 0.00 | 0.00 | 16 | 0.61 | 09-30-2023 |
INDEXIQ ADVISORS LLC | COM | 753 | $356,000 | 2,613 | 0.01 | 0.01 | 24 | 0.93 | 03-31-2022 |
INSIGHT FOLIOS INC | COM | 754 | $323,120 | 2,602 | 0.00 | 0.00 | -182 | -6.54 | 03-31-2024 |