Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AARON WEALTH ADVISORS LLC | COM NEW | 1151 | $247,330 | 3,164 | 0.00 | 0.00 | -7,849 | -71.27 | 03-31-2024 |
SSI INVESTMENT MANAGEMENT LLC | COM NEW | 1152 | $214,158,000 | 3,161 | 0.02 | 3,161 | +Inf | 12-31-2023 | |
NAVELLIER & ASSOCIATES INC | COM | 1153 | $213,413 | 3,150 | 0.00 | 3,150 | +Inf | 12-31-2023 | |
TOBAM | COM | 1154 | $245,000 | 3,134 | 0.02 | 0.02 | -416 | -11.72 | 03-31-2024 |