Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORDEN GROUP LLC | COM | 401 | $5,666,831 | 38,607 | 0.00 | 38,607 | +Inf | 03-31-2024 | |
DFPG INVESTMENTS LLC | COM | 402 | $4,687,846 | 38,309 | 0.00 | 0.00 | -198 | -0.51 | 09-30-2023 |
ZIEGLER CAPITAL MANAGEMENT LLC | COM | 403 | $5,254,668 | 37,970 | 0.00 | 0.00 | -1,613 | -4.07 | 12-31-2023 |
BOSTON FINANCIAL MANGEMENT LLC | COM | 404 | $4,200,611 | 37,190 | 0.00 | 0.00 | -1,805 | -4.63 | 09-30-2023 |