Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVANCE CAPITAL MANAGEMENT INC | COM | 2751 | $454,777 | 10,296 | 0.00 | 0.00 | 470 | 4.78 | 03-31-2024 |
AVIANCE CAPITAL PARTNERS LLC | COM | 2752 | $516,956 | 10,288 | 0.00 | 0.00 | -31,718 | -75.51 | 12-31-2023 |
LIFEWORKS ADVISORS LLC | COM | 2753 | $516,872 | 10,286 | 0.00 | 0.00 | -2,001 | -16.29 | 12-31-2023 |
SIMON QUICK ADVISORS LLC | COM | 2754 | $453,157 | 10,259 | 0.00 | 0.00 | 3,313 | 47.70 | 03-31-2024 |