Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CANTOR FITZGERALD INVESTMENT ADVISORS LP | COM | 2401 | $579,006 | 3,420 | 0.00 | 0.06 | -2,997 | -46.70 | 03-31-2024 |
SMITH ASSET MANAGEMENT GROUP LP | Common Stock - Long | 2402 | $488,000 | 3,416 | 0.02 | 0.02 | -20 | -0.58 | 06-30-2021 |
ROYAL CAPITAL WEALTH MANAGEMENT LLC | COM | 2403 | $491,151 | 3,396 | 0.00 | 0.00 | 8 | 0.24 | 12-31-2023 |
LAKESIDE ADVISORS INC | COM | 2404 | $574,169 | 3,391 | 0.00 | 0.00 | 1 | 0.03 | 03-31-2024 |