Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTIVA CAPITAL LP | COM | 51 | $709,104 | 67,150 | 0.00 | 0.00 | -71,139 | -51.44 | 03-31-2024 |
JANNEY MONTGOMERY SCOTT LLC | ETF/Closed End- | 52 | $613,000 | 66,062 | 0.00 | 0.00 | 3,043 | 4.83 | 09-30-2023 |
GOODWIN DANIEL L | COM | 53 | $612,480 | 66,000 | 0.00 | 0.00 | 6,200 | 10.37 | 09-30-2023 |
CLIFTONLARSONALLEN WEALTH ADVISORS LLC | COM | 54 | $691,934 | 65,524 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |