Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FAS WEALTH PARTNERS INC | COM | 2501 | $576,415 | 5,237 | 0.00 | 5,237 | +Inf | 12-31-2023 | |
RICHWOOD INVESTMENT ADVISORS LLC | COM | 2502 | $506,036 | 5,225 | 0.00 | 0.00 | 504 | 10.68 | 09-30-2023 |
ARGA INVESTMENT MANAGEMENT LP | Common Stocks | 2503 | $593,419 | 5,221 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TWELVE POINTS WEALTH MANAGEMENT LLC | COM | 2504 | $592,623 | 5,214 | 0.00 | 0.00 | 131 | 2.58 | 03-31-2024 |