Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOUNDATIONS INVESTMENT ADVISORS LLC | COM | 1 | $3,206,181 | 387,688 | 0.00 | 0.00 | 23,056 | 6.32 | 03-31-2024 |
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | COM | 2 | $1,446,630 | 174,925 | 0.00 | 0.00 | 22,372 | 14.67 | 03-31-2024 |
CONCORD INVESTMENT COUNSEL INC | COM | 3 | $1,120,720 | 135,516 | 0.00 | 135,516 | +Inf | 03-31-2024 | |
NEWEDGE ADVISORS LLC | COM | 4 | $1,089,118 | 131,695 | 0.00 | 0.00 | -21,800 | -14.20 | 03-31-2024 |