Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GOODWIN INVESTMENT ADVISORY | COM | 1451 | $171,218 | 2,997 | 0.00 | 2,997 | +Inf | 03-31-2024 | |
VIRTUS INVESTMENT ADVISERS INC | COM | 1452 | $130,913 | 2,864 | 0.00 | 2,864 | +Inf | 12-31-2023 | |
SARGENT BICKHAM LAGUDIS LLC | COM | 1453 | $123,744 | 2,776 | 0.00 | 0.01 | 96 | 3.58 | 12-31-2022 |
FINTRUST CAPITAL ADVISORS LLC | COM | 1454 | $157,965 | 2,765 | 0.00 | 0.00 | 54 | 1.99 | 03-31-2024 |