Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUE TRUST INC | COM NON VTG | 1401 | $62,592 | 815 | 0.00 | 0.00 | -68 | -7.70 | 03-31-2024 |
ANCORA ADVISORS LLC | COM | 1402 | $61,344 | 811 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM NON VTG | 1403 | $70,000 | 797 | 0.04 | 0.02 | 157 | 24.53 | 06-30-2021 |
KINGS POINT CAPITAL MANAGEMENT | COM NON VTG | 1404 | $77,000 | 797 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2021 |