Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | L UNIT LTD PARTN | 251 | $635,000 | 36,178 | 0.00 | 0.00 | 2,962 | 8.92 | 03-31-2024 |
ZIEGLER CAPITAL MANAGEMENT LLC | UNIT LTD PARTN | Liquidated | $0 | 0 | 0.00 | 0.00 | -910 | -2.56 | 03-31-2024 |
ZIEGLER CAPITAL MANAGEMENT LLC | COMMON | 253 | $609,086 | 34,686 | 0.00 | 34,686 | +Inf | 03-31-2024 | |
EDGE CAPITAL GROUP LLC | Stock | 254 | $606,121 | 34,517 | 0.00 | 0.00 | 20 | 0.06 | 03-31-2024 |