Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RFG ADVISORY LLC | COM NEW | 1001 | $1,510,666 | 15,621 | 0.00 | 0.00 | 1 | 0.01 | 03-31-2024 |
REDPOINT INVESTMENT MANAGEMENT PTY LTD | COM NEW | 1002 | $1,449,000 | 15,573 | 0.21 | 0.22 | -1,693 | -9.81 | 09-30-2022 |
PRIVATE WEALTH PARTNERS LLC | COM NEW | 1003 | $1,509,069 | 15,551 | 0.00 | 0.00 | 1,503 | 10.70 | 12-31-2023 |
ADVISORY ALPHA LLC | COM NEW | 1004 | $1,503,111 | 15,542 | 0.00 | 0.00 | 4,726 | 43.69 | 03-31-2024 |