Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOLTWOOD CAPITAL MANAGEMENT | CL A | 2651 | $940,988 | 1,954 | 0.00 | 0.00 | -54 | -2.69 | 03-31-2024 |
NAVELLIER & ASSOCIATES INC | COM | 2652 | $832,974 | 1,953 | 0.00 | 1,953 | +Inf | 12-31-2023 | |
MJP ASSOCIATES INC /ADV | CL A | 2653 | $940,028 | 1,952 | 0.00 | 0.00 | 1,115 | 133.21 | 03-31-2024 |
MORNINGSTAR INVESTMENT MANAGEMENT LLC | CL A | 2654 | $832,000 | 1,951 | 0.10 | 1,951 | +Inf | 12-31-2023 |