Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | CAP STK CL C | 2401 | $1,791,933 | 14,813 | 0.00 | 0.00 | 738 | 5.24 | 06-30-2023 |
FINTRUST CAPITAL ADVISORS LLC | CAP STK CL C | 2402 | $2,083,045 | 14,781 | 0.00 | 0.00 | -406 | -2.67 | 12-31-2023 |
CONCORD WEALTH PARTNERS | CAP STK CL C | 2403 | $1,947,293 | 14,769 | 0.00 | 0.00 | 3,171 | 27.34 | 09-30-2023 |
CARDINAL CAPITAL MANAGEMENT | Common Stock | 2404 | $2,245,074 | 14,745 | 0.00 | 0.00 | 655 | 4.65 | 03-31-2024 |