Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRIDGE CREEK CAPITAL MANAGEMENT LLC | COM | 1951 | $2,733,741 | 20,718 | 0.00 | 0.00 | -85 | -0.41 | 03-31-2024 |
WEALTHSOURCE PARTNERS LLC | COM | 1952 | $2,201,907 | 20,697 | 0.00 | 0.11 | 3,254 | 18.66 | 03-31-2023 |
BRISTLECONE ADVISORS LLC | COM | 1953 | $2,729,518 | 20,686 | 0.00 | 0.00 | 568 | 2.82 | 03-31-2024 |
SIPPICAN CAPITAL ADVISORS | COM | 1954 | $2,728,858 | 20,681 | 0.00 | 0.00 | -2,284 | -9.95 | 03-31-2024 |