Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVEO CAPITAL PARTNERS LLC | COM | 3051 | $1,170,883 | 7,470 | 0.00 | 0.00 | -447 | -5.65 | 12-31-2023 |
FAIRHAVEN WEALTH MANAGEMENT LLC | COM | 3052 | $1,168,747 | 7,457 | 0.00 | 0.00 | -427 | -5.42 | 12-31-2023 |
KLCM ADVISORS INC | COM | 3053 | $1,161,018 | 7,454 | 0.00 | 0.00 | 974 | 15.03 | 09-30-2023 |
NEW CENTURY FINANCIAL GROUP LLC | COM | 3054 | $1,178,832 | 7,452 | 0.00 | 7,452 | +Inf | 03-31-2024 |