Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DFPG INVESTMENTS LLC | COM | 1501 | $3,691,651 | 22,217 | 0.00 | 0.00 | 2,452 | 12.41 | 09-30-2023 |
INTEGRATED ADVISORS NETWORK LLC | COM | 1502 | $3,762,131 | 22,151 | 0.00 | 0.00 | 388 | 1.78 | 12-31-2023 |
BENSON INVESTMENT MANAGEMENT COMPANY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 627 | 2.92 | 03-31-2024 |
HARBOR INVESTMENT ADVISORY LLC | Stock | 1504 | $3,867,896 | 22,101 | 0.00 | 0.00 | -3,954 | -15.18 | 03-31-2024 |