Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLARO ADVISORS LLC | COM NEW | 1651 | $604,922 | 9,565 | 0.00 | 0.00 | -138 | -1.42 | 03-31-2024 |
NAVELLIER & ASSOCIATES INC | COM | 1652 | $491,355 | 9,552 | 0.00 | 0.00 | 4,952 | 107.65 | 12-31-2023 |
JOHNSON FINANCIAL GROUP INC | COM NEW | 1653 | $490,687 | 9,539 | 0.00 | 0.00 | -8,948 | -48.40 | 12-31-2023 |
RETIREMENT PLANNING CO OF NEW ENGLAND INC | COM NEW | 1654 | $602,960 | 9,534 | 0.00 | 0.00 | -12,065 | -55.86 | 03-31-2024 |