Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
XCEL WEALTH MANAGEMENT LLC | COM | 1301 | $4,440,598 | 14,744 | 0.00 | 0.00 | -4,438 | -23.14 | 03-31-2024 |
SHEAFF BROCK INVESTMENT ADVISORS LLC | COM | 1302 | $4,440,297 | 14,743 | 0.00 | 0.00 | -19,370 | -56.78 | 03-31-2024 |
GRANITE INVESTMENT PARTNERS LLC | COM | 1303 | $4,421,925 | 14,682 | 0.00 | 0.00 | -98 | -0.66 | 03-31-2024 |
BNC WEALTH MANAGEMENT LLC | COM | 1304 | $4,419,214 | 14,673 | 0.00 | 0.00 | 512 | 3.62 | 03-31-2024 |