Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MRA ADVISORY GROUP | COM | 3751 | $5,755,959 | 29,896 | 0.00 | 0.00 | 7,948 | 36.21 | 12-31-2023 |
1900 WEALTH MANAGEMENT LLC | COM | 3752 | $5,126,248 | 29,894 | 0.00 | 0.00 | -8,436 | -22.01 | 03-31-2024 |
FLIPPIN BRUCE & PORTER INC | COM | 3753 | $3,650,000 | 29,884 | 0.66 | 29,884 | +Inf | 03-31-2021 | |
COUNTERWEIGHT VENTURES LLC | COM | 3754 | $5,120,221 | 29,859 | 0.00 | 0.01 | 290 | 0.98 | 03-31-2024 |