Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HGK ASSET MANAGEMENT INC | Common Stock | 2801 | $1,683,000 | 7,315 | 0.55 | 0.57 | -230 | -3.05 | 09-30-2023 |
WEALTH ALLIANCE ADVISORY GROUP LLC | COM CL A | 2802 | $2,037,220 | 7,300 | 0.00 | 0.00 | 348 | 5.01 | 03-31-2024 |
MONECO ADVISORS LLC | COM CL A | 2803 | $2,029,329 | 7,271 | 0.00 | 0.27 | 4,799 | 194.13 | 03-31-2024 |
KINGS POINT CAPITAL MANAGEMENT | COM CL A | 2804 | $1,572,000 | 7,255 | 0.13 | 0.13 | 933 | 14.76 | 12-31-2021 |