Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMMONWEALTH EQUITY SERVICES LLC | COM | 301 | $2,621,000 | 22,051 | 0.00 | 0.00 | -359 | -1.60 | 03-31-2024 |
KENNEDY CAPITAL MANAGEMENT LLC | COM | 302 | $2,614,070 | 21,991 | 0.00 | 0.00 | 2,255 | 11.43 | 03-31-2024 |
LEGACY FINANCIAL STRATEGIES LLC | COM | 303 | $2,538,660 | 21,357 | 0.00 | 0.00 | 334 | 1.59 | 03-31-2024 |
DAIWA SECURITIES GROUP INC | COM | 304 | $2,528,000 | 21,266 | 0.01 | 0.01 | 1,083 | 5.37 | 03-31-2024 |