Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONNECTUS WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -390 | -2.57 | 03-31-2024 |
LEUTHOLD GROUP LLC | COM | 302 | $1,928,063 | 14,671 | 0.00 | 0.00 | -534 | -3.51 | 06-30-2023 |
SCHECHTER INVESTMENT ADVISORS LLC | Stock | 303 | $1,778,377 | 14,456 | 0.00 | 0.00 | 576 | 4.15 | 03-31-2024 |
SUMMIT GLOBAL INVESTMENTS | COM | 304 | $1,774,000 | 14,416 | 0.13 | 0.12 | -347 | -2.35 | 03-31-2024 |