Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORECAP ADVISORS LLC | COM | 951 | $260,591 | 2,890 | 0.00 | 0.00 | -200 | -6.47 | 12-31-2023 |
KEEL POINT LLC | COM | 952 | $269,702 | 2,886 | 0.00 | 0.00 | -67 | -2.27 | 03-31-2024 |
CX INSTITUTIONAL | COM | 953 | $269,296 | 2,882 | 0.00 | 0.00 | 12 | 0.42 | 03-31-2024 |
HBK SORCE ADVISORY LLC | COM | 954 | $268,253 | 2,871 | 0.00 | 0.00 | 124 | 4.51 | 03-31-2024 |