Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TEAM HEWINS LLC | COM | 1051 | $221,747 | 1,418 | 0.00 | 0.00 | 34 | 2.46 | 03-31-2024 |
MONETA GROUP INVESTMENT ADVISORS LLC | COM | 1052 | $225,112 | 1,415 | 0.00 | 0.00 | -282 | -16.62 | 12-31-2023 |
ANDINA CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,407 | +Inf | 03-31-2024 | |
BECKER CAPITAL MANAGEMENT INC | COM | 1054 | $222,249 | 1,397 | 0.00 | 0.00 | 32 | 2.34 | 12-31-2023 |