Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GYL FINANCIAL SYNERGIES LLC | COM | 1201 | $8,956,357 | 57,141 | 0.00 | 0.00 | 287 | 0.50 | 12-31-2023 |
ALLIED INVESTMENT ADVISORS LLC | COM | 1202 | $9,024,001 | 57,045 | 0.00 | 0.00 | 3,668 | 6.87 | 03-31-2024 |
AVALON TRUST CO | COM | 1203 | $8,934,913 | 57,005 | 0.00 | 0.00 | 12 | 0.02 | 12-31-2023 |
SECTORAL ASSET MANAGEMENT INC | COMMON | 1204 | $8,854,388 | 56,850 | 0.00 | 56,850 | +Inf | 09-30-2023 |