Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAIN STREET RESEARCH LLC | COM | 1301 | $2,752,115 | 13,908 | 0.00 | 0.00 | 190 | 1.39 | 06-30-2024 |
FSA WEALTH MANAGEMENT LLC | Equity | 1302 | $2,444,712 | 13,907 | 0.00 | 1.69 | -427 | -2.98 | 03-31-2024 |
INSIGHT ADVISORS LLC/ PA | COM | 1303 | $2,742,612 | 13,860 | 0.00 | 0.00 | -1,827 | -11.65 | 06-30-2024 |
INDEXIQ ADVISORS LLC | COM | 1304 | $14,934,000 | 13,859 | 0.53 | 0.49 | 29 | 0.21 | 03-31-2022 |