Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RATIONAL ADVISORS LLC | COM | 1501 | $36,366 | 138 | 0.00 | 0.00 | -4 | -2.82 | 09-30-2023 |
TOTH FINANCIAL ADVISORY CORP | COM | 1502 | $39,739 | 137 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RIVERVIEW TRUST CO | Com | 1503 | $37,418 | 129 | 0.00 | 129 | +Inf | 03-31-2024 | |
CASTLEVIEW PARTNERS LLC | COM | 1504 | $39,228 | 129 | 0.00 | 0.00 | -420 | -76.50 | 12-31-2023 |