Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNISON ASSET MANAGEMENT LLC | COM | 3551 | $288,821 | 3,235 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CUTTER & CO BROKERAGE INC | COM | 3552 | $261,864 | 3,231 | 0.00 | 0.00 | -40 | -1.22 | 09-30-2023 |
ROUND ROCK ADVISORS LLC | COM | 3553 | $394,264 | 3,222 | 0.00 | 0.00 | 612 | 23.45 | 03-31-2024 |
CONVERGENCE INVESTMENT PARTNERS LLC | COM | 3554 | $291,000 | 3,220 | 0.15 | 0.15 | 92 | 2.94 | 12-31-2023 |