Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 351 | $420,198 | 8,337 | 0.00 | 0.00 | -739 | -8.14 | 12-31-2023 |
CONVERGENCE INVESTMENT PARTNERS LLC | COM | 352 | $419,000 | 8,322 | 0.22 | 0.14 | 3,423 | 69.87 | 12-31-2023 |
JAMES INVESTMENT RESEARCH INC | COM | 353 | $418,270 | 8,299 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NATIONS FINANCIAL GROUP INC /IA/ /ADV | Stock | 354 | $401,251 | 8,093 | 0.00 | 0.00 | 1,865 | 29.95 | 03-31-2024 |