Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORS ASSET MANAGEMENT INC | COM | 451 | $205,270 | 847 | 0.00 | 0.00 | -57 | -6.31 | 03-31-2024 |
MCCOLLUM CHRISTOFERSON GROUP LLC | COM | 452 | $203,574 | 840 | 0.00 | 840 | +Inf | 03-31-2024 | |
TRAIL RIDGE INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -241 | -22.40 | 03-31-2024 |
GOTHAM ASSET MANAGEMENT LLC | COM | 454 | $212,000 | 834 | 0.01 | 834 | +Inf | 06-30-2022 |