Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRANITE GROUP ADVISORS LLC | COM | 3301 | $438,841 | 2,664 | 0.00 | 2,664 | +Inf | 12-31-2023 | |
BENCHMARK INVESTMENT ADVISORS LLC | COM | 3302 | $452,454 | 2,664 | 0.00 | 2,664 | +Inf | 12-31-2023 | |
TREK FINANCIAL LLC | COM | 3303 | $452,454 | 2,664 | 0.00 | 0.00 | 73 | 2.82 | 12-31-2023 |
FINANCIAL SECURITY ADVISOR INC | Common Stock | 3304 | $469,297 | 2,662 | 0.00 | 0.00 | 14 | 0.53 | 03-31-2024 |