Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELL & BROWN WEALTH ADVISORS LLC | COM | 501 | $2,473,799 | 18,871 | 0.00 | 0.00 | 70 | 0.37 | 03-31-2024 |
ANCORA ADVISORS LLC | COM | 502 | $1,633,034 | 18,851 | 0.00 | 0.00 | -144,535 | -88.46 | 09-30-2023 |
QRG CAPITAL MANAGEMENT INC | COM | 503 | $2,451,289 | 18,699 | 0.00 | 0.00 | 58 | 0.31 | 03-31-2024 |
CUMBERLAND PARTNERS LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -6,810 | -26.76 | 03-31-2024 |