Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLADSTONE INSTITUTIONAL ADVISORY LLC | COM | 1151 | $507,464 | 38,213 | 0.00 | 0.00 | -13,632 | -26.29 | 03-31-2024 |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 1152 | $506,733 | 38,158 | 0.00 | 0.00 | -2,525 | -6.21 | 03-31-2024 |
DRW SECURITIES LLC | COM | 1153 | $427,000 | 38,100 | 0.01 | 38,100 | +Inf | 09-30-2022 | |
M3 ADVISORY GROUP LLC | COM | 1154 | $505,567 | 38,070 | 0.00 | 0.00 | -592 | -1.53 | 03-31-2024 |