Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTIVA CAPITAL LP | COM | 351 | $2,152,269 | 89,084 | 0.00 | 0.00 | 30,810 | 52.87 | 12-31-2023 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | STOCK | 352 | $2,515,827 | 88,773 | 0.00 | 0.00 | 12,000 | 15.63 | 03-31-2024 |
CAPTRUST FINANCIAL ADVISORS | Stock | 353 | $2,107,284 | 87,950 | 0.00 | 0.00 | 9,372 | 11.93 | 03-31-2023 |
AE WEALTH MANAGEMENT LLC | COM | 354 | $2,035,526 | 87,700 | 0.00 | 0.00 | -6,242 | -6.64 | 12-31-2023 |