Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANCORA ADVISORS LLC | COM | 1101 | $332,115 | 3,500 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
SIGMA PLANNING CORP | COM | 1102 | $361,490 | 3,486 | 0.00 | 0.00 | -4,951 | -58.68 | 12-31-2023 |
ASAHI LIFE ASSET MANAGEMENT CO LTD | COM | 1103 | $408,552 | 3,480 | 0.00 | 3,480 | +Inf | 03-31-2024 | |
TRUEWEALTH ADVISORS LLC | COM | 1104 | $404,697 | 3,447 | 0.00 | 0.00 | 14 | 0.41 | 03-31-2024 |