Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST NATIONAL ADVISERS LLC | COM | 2251 | $324,412 | 1,299 | 0.00 | 0.00 | 16 | 1.25 | 03-31-2024 |
LENOX WEALTH ADVISORS LLC | COM | 2252 | $309,000 | 1,298 | 0.04 | 0.04 | 4 | 0.31 | 03-31-2022 |
GALLACHER CAPITAL MANAGEMENT LLC | COM | 2253 | $323,672 | 1,296 | 0.00 | 0.00 | 73 | 5.97 | 03-31-2024 |
HIGHLAND FINANCIAL ADVISORS LLC | COM | 2254 | $323,000 | 1,294 | 0.13 | 1,294 | +Inf | 03-31-2024 |