Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DAVENPORT & CO LLC | SHS - A - | 401 | $3,857,980 | 37,720 | 0.00 | 0.00 | -2,536 | -6.30 | 03-31-2024 |
ADVISORS PREFERRED LLC | COM | Liquidated | $0 | 0 | 0.00 | 37,711 | +Inf | 12-31-2023 | |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | N SHS - A - | 403 | $3,843,000 | 37,575 | 0.01 | 0.01 | 1,141 | 3.13 | 03-31-2024 |
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY INC | SHS A | 404 | $3,816,673 | 37,316 | 0.00 | 37,316 | +Inf | 03-31-2024 |