Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC | COM | 1551 | $677,897 | 8,873 | 0.00 | 0.02 | -713,897 | -98.77 | 03-31-2024 |
AMERITAS ADVISORY SERVICES LLC | COM | 1552 | $622,518 | 8,853 | 0.00 | 0.00 | 3,862 | 77.38 | 03-31-2024 |
EMERALD ADVISERS LLC | COM | 1553 | $680,669 | 8,841 | 0.00 | 0.00 | -5,209 | -37.07 | 03-31-2024 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | COM | 1554 | $279,182 | 8,807 | 0.00 | 0.00 | 286 | 3.36 | 03-31-2023 |