Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORBENIC PARTNERS LLC | COM | 3301 | $76,000 | 1,087 | 0.02 | 0.03 | 0 | 0.00 | 06-30-2022 |
PIN OAK INVESTMENT ADVISORS INC | COM | 3302 | $66,000 | 1,081 | 0.07 | 0.07 | 387 | 55.76 | 12-31-2023 |
COVESTOR LTD | COMMON | 3303 | $62,000 | 1,062 | 0.05 | 0.03 | 521 | 96.30 | 09-30-2023 |
PSI ADVISORS LLC | Common Stock | 3304 | $71,010 | 1,060 | 0.00 | 0.00 | -160 | -13.11 | 03-31-2024 |