Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONEY CONCEPTS CAPITAL CORP | COM | 451 | $375,562 | 12,884 | 0.00 | 0.00 | 303 | 2.41 | 03-31-2024 |
NINEPOINTTWO CAPITAL LLC | COM | 452 | $267,000 | 12,751 | 0.11 | 12,751 | +Inf | 09-30-2023 | |
EVERGREEN CAPITAL MANAGEMENT LLC | COM | 453 | $365,441 | 12,742 | 0.00 | 12,742 | +Inf | 12-31-2023 | |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | CORP COM | 454 | $369,000 | 12,643 | 0.00 | 0.00 | -3,107 | -19.73 | 03-31-2024 |