Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RFG ADVISORY LLC | CL B NEW | 1551 | $8,062,910 | 19,174 | 0.00 | 0.00 | 482 | 2.58 | 03-31-2024 |
REGAL INVESTMENT ADVISORS LLC | CL B NEW | 1552 | $8,056,386 | 19,158 | 0.00 | 0.00 | 155 | 0.82 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 1553 | $5,205,000 | 19,074 | 0.82 | 0.77 | 1,552 | 8.86 | 09-30-2021 |
BLB&B ADVISORS LLC | CL B NEW | 1554 | $8,001,655 | 19,028 | 0.00 | 0.00 | 857 | 4.72 | 03-31-2024 |