Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GHP INVESTMENT ADVISORS INC | COM | 251 | $51,575 | 8,985 | 0.00 | 0.00 | 183 | 2.08 | 03-31-2023 |
AMERICAN PORTFOLIOS ADVISORS | COM | 252 | $41,679 | 7,578 | 0.00 | 7,578 | +Inf | 09-30-2022 | |
THOMAS J HERZFELD ADVISORS INC | COM | 253 | $41,237 | 7,525 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
GEN-WEALTH PARTNERS INC | CEF | 254 | $36,062 | 6,935 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |