Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPEARS ABACUS ADVISORS LLC | COM | 1901 | $764,619 | 13,174 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
PATRIOT INVESTMENT MANAGEMENT GROUP INC | COM | 1902 | $763,289 | 13,151 | 0.00 | 0.00 | -2,903 | -18.08 | 09-30-2023 |
PRIVATE WEALTH PARTNERS LLC | COM | 1903 | $672,674 | 13,110 | 0.00 | 0.00 | -301 | -2.24 | 12-31-2023 |
ARETE WEALTH ADVISORS LLC | COM | 1904 | $668,753 | 13,034 | 0.00 | 0.00 | 435 | 3.45 | 12-31-2023 |