Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOEY INVESTMENTS INC | COM | 1351 | $131,949 | 1,086 | 0.00 | 0.00 | -450 | -29.30 | 06-30-2023 |
COVINGTON CAPITAL MANAGEMENT | COM | 1352 | $155,000 | 1,085 | 0.01 | 0.00 | 950 | 703.70 | 06-30-2022 |
SOUND INCOME STRATEGIES LLC | COM | 1353 | $114,765 | 1,077 | 0.00 | 0.00 | 315 | 41.34 | 03-31-2024 |
GRANITE INVESTMENT ADVISORS LLC | Common Stock | 1354 | $393,000 | 1,021 | 0.06 | 1,021 | +Inf | 09-30-2021 |