Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHSTAR INVESTMENT ADVISORS LLC | COMMON STOCK | 1151 | $295,000 | 1,805 | 0.04 | 0.04 | 0 | 0.00 | 06-30-2021 |
REGENT INVESTMENT MANAGEMENT LLC | COM | 1152 | $230,000 | 1,800 | 0.06 | 1,800 | +Inf | 12-31-2022 | |
ALEXANDRIA CAPITAL LLC | COM | 1153 | $289,000 | 1,795 | 0.03 | 0.03 | 0 | 0.00 | 06-30-2021 |
WINTRUST INVESTMENTS LLC | COM | 1154 | $236,000 | 1,790 | 0.02 | 1,790 | +Inf | 03-31-2024 |