Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GENTRUST LLC | CAP STK CL C | 3801 | $796,997 | 4,345 | 0.00 | 0.00 | 1,833 | 72.97 | 06-30-2024 |
APELLA CAPITAL LLC | CAP STK CL C | 3802 | $826,546 | 4,340 | 0.00 | 0.00 | 1,929 | 80.01 | 06-30-2024 |
LEWIS CAPITAL MANAGEMENT LLC | CAP STK CL C | 3803 | $525,010 | 4,340 | 0.00 | 4,340 | +Inf | 06-30-2023 | |
ARBOR INVESTMENT ADVISORS LLC | Common | 3804 | $795,309 | 4,336 | 0.00 | 4,336 | +Inf | 06-30-2024 |