Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BREWIN DOLPHIN LTD | COM | 3201 | $68,000 | 529 | 0.00 | 529 | +Inf | 06-30-2022 | |
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 3202 | $56,000 | 528 | 0.00 | 0.00 | 11 | 2.13 | 03-31-2024 |
PROVIDENCE CAPITAL ADVISORS LLC | COM | 3203 | $55,262 | 521 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TD CAPITAL MANAGEMENT LLC | COM | 3204 | $56,964 | 521 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |