Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARETE WEALTH ADVISORS LLC | COM NEW | 1101 | $293,941 | 7,307 | 0.00 | 0.00 | -44 | -0.60 | 12-31-2023 |
MAIN STREET RESEARCH LLC | COM NEW | 1102 | $347,393 | 7,257 | 0.00 | 7,257 | +Inf | 03-31-2024 | |
AMERITAS INVESTMENT PARTNERS INC | COM | 1103 | $347,058 | 7,250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PEARL RIVER CAPITAL LLC | COM NEW | 1104 | $346,866 | 7,246 | 0.00 | 7,246 | +Inf | 03-31-2024 |