Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEO IVY CAPITAL MANAGEMENT | Stock | 351 | $299,000 | 7,704 | 0.30 | 7,704 | +Inf | 06-30-2021 | |
METROPOLITAN LIFE INSURANCE CO/NY | COM | 352 | $115,474 | 7,592 | 0.00 | 0.00 | -305 | -3.86 | 03-31-2024 |
ADVISORS ASSET MANAGEMENT INC | COM | 353 | $106,379 | 6,994 | 0.00 | 6,994 | +Inf | 03-31-2024 | |
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |