Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL ADVISORS LTD LLC | COM | 1301 | $21,000 | 365 | 0.00 | 0.00 | 11 | 3.11 | 03-31-2024 |
KINGS POINT CAPITAL MANAGEMENT | COM | 1302 | $23,000 | 360 | 0.00 | 360 | +Inf | 12-31-2021 | |
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 1303 | $20,000 | 355 | 0.00 | 0.00 | 44 | 14.15 | 12-31-2023 |
LARSON FINANCIAL GROUP LLC | COM | 1304 | $19,289 | 345 | 0.00 | 0.00 | 300 | 666.67 | 12-31-2023 |