Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESCO LTD | COM | 51 | $1,162,688 | 17,121 | 0.00 | 0.00 | -2,573 | -13.06 | 06-30-2023 |
ZACKS INVESTMENT MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.02 | -2,313 | -11.92 | 12-31-2023 |
KERBERROSE WEALTH MANAGEMENT LLC | COM | 53 | $1,224,000 | 16,920 | 1.00 | 16,920 | +Inf | 06-30-2022 | |
STIFEL FINANCIAL CORP | COM | 54 | $1,291,139 | 16,043 | 0.00 | 0.00 | 155 | 0.98 | 12-31-2023 |