Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PHOENIX HOLDINGS LTD | COM | 1551 | $631,490 | 2,023 | 0.00 | 2,023 | +Inf | 12-31-2023 | |
WEALTHSOURCE PARTNERS LLC | COM | 1552 | $577,540 | 2,023 | 0.00 | 2,023 | +Inf | 03-31-2023 | |
QUENT CAPITAL LLC | Stock | 1553 | $604,822 | 2,020 | 0.00 | 0.00 | 94 | 4.88 | 12-31-2023 |
CUBIC ASSET MANAGEMENT LLC | COM | 1554 | $721,466 | 2,016 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |