Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTEGRATED ADVISORS NETWORK LLC | CL A | 801 | $3,858,051 | 19,547 | 0.00 | 0.00 | -316 | -1.59 | 12-31-2023 |
NORTHSTAR INVESTMENT ADVISORS LLC | COMMON STOCK | 802 | $3,945,000 | 19,460 | 0.52 | 0.43 | 566 | 3.00 | 06-30-2021 |
PERENNIAL ADVISORS LLC | CL A | 803 | $3,288,766 | 19,436 | 0.00 | 0.00 | 1,258 | 6.92 | 03-31-2024 |
JEFFERIES FINANCIAL GROUP INC | CL A | 804 | $3,271,168 | 19,332 | 0.00 | 0.00 | 14,920 | 338.17 | 03-31-2024 |