Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALHAMBRA INVESTMENT MANAGEMENT LLC | COM | 451 | $410,412 | 14,897 | 0.00 | 14,897 | +Inf | 03-31-2024 | |
CIBC WORLD MARKET INC | COM | 452 | $410,000 | 14,880 | 0.00 | 14,880 | +Inf | 03-31-2024 | |
WEALTHSOURCE PARTNERS LLC | COM | 453 | $148,420 | 14,783 | 0.00 | 0.04 | -4,574 | -23.63 | 03-31-2023 |
MARINO STRAM & ASSOCIATES LLC | COM | 454 | $399,189 | 14,490 | 0.00 | 0.00 | 10 | 0.07 | 03-31-2024 |