Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEO IVY CAPITAL MANAGEMENT | Stock | 401 | $247,000 | 2,820 | 0.27 | 2,820 | +Inf | 03-31-2021 | |
AMERICAN PORTFOLIOS ADVISORS | COM NEW | 402 | $286,823 | 2,795 | 0.00 | 2,795 | +Inf | 09-30-2022 | |
PRIVATE ADVISOR GROUP LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 2,760 | +Inf | 12-31-2023 | |
LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | COM NEW | 404 | $652,415 | 2,670 | 0.00 | 2,670 | +Inf | 03-31-2023 |