Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYSTEMATIC FINANCIAL MANAGEMENT LP | COM | 1001 | $429,558 | 1,660 | 0.00 | 0.00 | 20 | 1.22 | 12-31-2023 |
REGAL INVESTMENT ADVISORS LLC | COM | 1002 | $356,437 | 1,653 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WELLINGTON SHIELDS CAPITAL MANAGEMENT LLC | Stock | 1003 | $356,221 | 1,652 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FINEMARK NATIONAL BANK & TRUST | COM | 1004 | $356,220 | 1,652 | 0.00 | 0.00 | 540 | 48.56 | 03-31-2024 |