Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARBOR CAPITAL MANAGEMENT INC /ADV | COM | 1151 | $598,095 | 187 | 0.00 | 0.00 | -20 | -9.66 | 03-31-2024 |
SHEAFF BROCK INVESTMENT ADVISORS LLC | COM | 1152 | $540,660 | 186 | 0.00 | 0.00 | 16 | 9.41 | 03-31-2024 |
BOSTON PRIVATE WEALTH LLC | COM | 1153 | $324,000 | 186 | 0.01 | 0.00 | -9 | -4.62 | 12-31-2021 |
EDGESTREAM PARTNERS LP | COM | 1154 | $425,375 | 186 | 0.00 | 0.00 | -337 | -64.44 | 12-31-2023 |