Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERGREEN CAPITAL MANAGEMENT LLC | COM | 351 | $222,891 | 3,672 | 0.00 | 0.00 | 61 | 1.69 | 03-31-2024 |
HENNION & WALSH ASSET MANAGEMENT INC | COM | 352 | $220,766 | 3,637 | 0.00 | 0.00 | -81 | -2.18 | 03-31-2024 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | INC COM | Liquidated | $220,000 | 3,621 | 0.00 | 0.00 | 3,621 | +Inf | 03-31-2024 |
CERITY PARTNERS LLC | Stock | 354 | $219,735 | 3,620 | 0.00 | 3,620 | +Inf | 03-31-2024 |