Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMARTLEAF ASSET MANAGEMENT LLC | COM | 1351 | $166,243 | 201 | 0.00 | 201 | +Inf | 12-31-2023 | |
MAGNUS FINANCIAL GROUP LLC | COM | 1352 | $204,477 | 201 | 0.00 | 201 | +Inf | 03-31-2024 | |
SFMG LLC | COM | 1353 | $204,477 | 201 | 0.00 | 201 | +Inf | 03-31-2024 | |
KINGS POINT CAPITAL MANAGEMENT | COM | 1354 | $104,000 | 201 | 0.01 | 201 | +Inf | 12-31-2021 |