Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARETE WEALTH ADVISORS LLC | CL A | 251 | $209,019 | 15,460 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HENNION & WALSH ASSET MANAGEMENT INC | CL A | 252 | $200,987 | 15,366 | 0.00 | 15,366 | +Inf | 03-31-2024 | |
INVESTORS RESEARCH CORP | CL A | 253 | $196,200 | 15,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
QS INVESTORS LLC | CL A | 254 | $227,000 | 15,000 | 0.00 | 0.01 | -18,100 | -54.68 | 06-30-2021 |