Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUST POINT INC | COMMON STOCK | 501 | $205,143 | 1,206 | 0.00 | 0.00 | -115 | -8.71 | 06-30-2024 |
BAILARD INC | COM | 502 | $204,120 | 1,200 | 0.00 | 0.00 | -200 | -14.29 | 06-30-2024 |
AMERICAN PORTFOLIOS ADVISORS | COM | 503 | $172,631 | 1,196 | 0.00 | 1,196 | +Inf | 09-30-2022 | |
RAFFERTY ASSET MANAGEMENT LLC | COM | 504 | $201,058 | 1,182 | 0.00 | 1,182 | +Inf | 06-30-2024 |