Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORY ALPHA LLC | COM | 1201 | $319,961 | 814 | 0.00 | 0.00 | 251 | 44.58 | 03-31-2024 |
FARR MILLER & WASHINGTON LLC/DC | COM | 1202 | $288,000 | 810 | 0.02 | 0.02 | 0 | 0.00 | 09-30-2021 |
M KULYK & ASSOCIATES LLC | COM | 1203 | $317,961 | 809 | 0.00 | 809 | +Inf | 03-31-2024 | |
PINNACLE ASSOCIATES LTD | COM | 1204 | $315,945 | 804 | 0.00 | 0.00 | 31 | 4.01 | 03-31-2024 |