Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAUREL WEALTH ADVISORS LLC | COM | 1901 | $23,104,673 | 61,443 | 0.00 | 0.00 | 896 | 1.48 | 12-31-2023 |
ADVISORNET FINANCIAL INC | Stock | 1902 | $25,822,378 | 61,377 | 0.00 | 0.00 | -2,773 | -4.32 | 03-31-2024 |
PRINCETON GLOBAL ASSET MANAGEMENT LLC | Stock | 1903 | $23,078,971 | 61,374 | 0.01 | 0.01 | 1,059 | 1.76 | 12-31-2023 |
HUBER CAPITAL MANAGEMENT LLC | COM | 1904 | $20,889,745 | 61,343 | 0.01 | 4.12 | -1,703 | -2.70 | 06-30-2023 |