Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KATHLEEN S WRIGHT ASSOCIATES INC | COM | 2251 | $410,408 | 7,094 | 0.00 | 0.00 | -381 | -5.10 | 03-31-2024 |
ZACKS INVESTMENT MANAGEMENT | COM | 2252 | $349,084 | 7,092 | 0.00 | 0.00 | -1,378 | -16.27 | 12-31-2023 |
FORTEM FINANCIAL GROUP LLC | COM | 2253 | $410,763 | 7,087 | 0.00 | 0.00 | -1,487 | -17.34 | 03-31-2024 |
CLEAR PERSPECTIVE ADVISORS LLC | COM | 2254 | $337,000 | 7,022 | 0.10 | 0.11 | -130 | -1.82 | 12-31-2021 |