Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNELL POCHILY INVESTMENT ADVISORS INC | COM | 1251 | $3,737,798 | 6,431 | 0.00 | 0.00 | 96 | 1.52 | 03-31-2024 |
FRONT ROW ADVISORS LLC | Stock | 1252 | $3,410,981 | 6,422 | 0.00 | 0.00 | -24 | -0.37 | 12-31-2023 |
VALICENTI ADVISORY SERVICES INC | COM | 1253 | $3,733,000 | 6,422 | 1.04 | 1.03 | 52 | 0.82 | 03-31-2024 |
BAILARD INC | COM | 1254 | $3,406,079 | 6,417 | 0.00 | 0.00 | -23 | -0.36 | 12-31-2023 |