Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REGENTATLANTIC CAPITAL LLC | COM | 501 | $531,000 | 31,449 | 0.02 | 0.02 | 1,775 | 5.98 | 09-30-2022 |
KOSHINSKI ASSET MANAGEMENT INC | COM | 502 | $653,093 | 31,369 | 0.00 | 0.00 | -9,485 | -23.22 | 03-31-2024 |
QUAD-CITIES INVESTMENT GROUP LLC | COM | 503 | $649,638 | 31,203 | 0.00 | 0.00 | -1,018 | -3.16 | 03-31-2024 |
JAFFETILCHIN INVESTMENT PARTNERS LLC | COM | 504 | $649,651 | 31,203 | 0.00 | 0.00 | -1,879 | -5.68 | 03-31-2024 |