Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUST ASSET MANAGEMENT LLC | COM | 1151 | $761,944 | 4,715 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CALTON & ASSOCIATES INC | COM | 1152 | $759,520 | 4,700 | 0.00 | 0.00 | -200 | -4.08 | 03-31-2024 |
TDAM USA INC | COM | 1153 | $851,000 | 4,667 | 0.05 | 0.11 | -5,650 | -54.76 | 06-30-2021 |
CHECCHI CAPITAL ADVISERS LLC | COM | 1154 | $754,026 | 4,666 | 0.00 | 0.00 | 426 | 10.05 | 03-31-2024 |